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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

4% more funds holding

Funds holding: 379393 (+14)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+14
Holders Change %
+3.69%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
45
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
151
Morgan Stanley
New York
$5.65M -$786K -22,867 -12%
BMWS
152
Brady Martz Wealth Solutions
North Dakota
$5.56M +$2.68M +78,039 +87%
CWG
153
Crown Wealth Group
North Carolina
$5.49M -$942K -27,415 -14%
AA
154
ArborFi Advisors
Michigan
$5.49M +$337K +9,821 +6%
PWM
155
Parkshore Wealth Management
California
$5.46M +$888K +25,839 +19%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$5.16M -$801K -23,304 -13%
KAS
157
Kestra Advisory Services
Texas
$5.09M -$862K -25,078 -14%
IIA
158
Integrity Investment Advisors
Colorado
$4.98M +$5.17M +150,422 New
B
159
BetterWealth
California
$4.95M -$6.72M -195,488 -57%
BGWM
160
Bridge Generations Wealth Management
Florida
$4.86M +$203K +5,917 +4%
IDA
161
Intelligence Driven Advisers
California
$4.76M -$408K -11,874 -8%
SCM
162
Sollinda Capital Management
Florida
$4.67M +$527K +15,328 +12%
MML Investors Services
163
MML Investors Services
Massachusetts
$4.46M +$2M +58,245 +76%
WW
164
Waterfront Wealth
Kansas
$4.34M +$14.4K +420 +0.3%
WC
165
Wolfstich Capital
Massachusetts
$4.33M
KWM
166
Kingsview Wealth Management
Oregon
$4.26M +$936K +27,254 +27%
SC
167
Savant Capital
Illinois
$4.25M -$400K -11,647 -8%
FIS
168
Fischer Investment Strategies
California
$4.21M -$10M -291,344 -70%
GCM
169
G2 Capital Management
Ohio
$4.06M +$4.2M +122,372 New
HSG
170
Helen Stephens Group
Texas
$3.93M +$375K +10,907 +10%
PAG
171
Private Advisor Group
New Jersey
$3.83M -$95.4K -2,776 -2%
CG
172
Caprock Group
Idaho
$3.68M -$89.2K -2,596 -2%
SFM
173
Signet Financial Management
New Jersey
$3.59M -$853K -24,827 -19%
BTI
174
Blue Trust Inc
Georgia
$3.49M +$221K +6,439 +7%
Betterment LLC
175
Betterment LLC
New York
$3.44M +$1.31M +38,143 +58%