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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 429448 (+19)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+19
Holders Change %
+4.43%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
47
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$8.76M +$303K +8,266 +4%
CWA
152
CogentBlue Wealth Advisors
Tennessee
$8.54M +$1.03K +28 +0%
ACS
153
Archford Capital Strategies
Illinois
$8.41M +$220K +6,013 +3%
CPA
154
Cardiff Park Advisors
California
$8.39M +$623 +17 +0%
MML Investors Services
155
MML Investors Services
Massachusetts
$8.22M +$3.34M +91,033 +72%
WMG
156
WESCAP Management Group
California
$8.2M +$147K +4,013 +2%
KRW
157
Kaufman Rossin Wealth
Florida
$8.16M +$573K +15,632 +8%
CWG
158
Crown Wealth Group
North Carolina
$7.99M +$455K +12,404 +6%
MMA
159
Miracle Mile Advisors
California
$7.8M +$7.57M +206,421 New
SFS
160
Security Financial Services
Indiana
$7.72M +$16.2K +443 +0.2%
Betterment LLC
161
Betterment LLC
New York
$7.48M +$1.03M +27,978 +16%
WIM
162
Waycross Investment Management
Washington
$7.24M -$315K -8,587 -4%
KAS
163
Kestra Advisory Services
Texas
$7.11M +$748K +20,390 +12%
AA
164
ArborFi Advisors
Michigan
$6.82M +$53.8K +1,468 +0.8%
SCM
165
Sollinda Capital Management
Florida
$6.79M +$980K +26,717 +17%
SIS
166
Strategic Investment Solutions
Illinois
$6.48M -$3.24M -88,484 -34%
VFP
167
Vested Financial Planning
California
$6.41M +$105K +2,868 +2%
AFG
168
Altiora Financial Group
Ohio
$6.26M +$21.1K +576 +0.3%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$6.1M +$211K +5,754 +4%
SPA
170
Shore Point Advisors
New Jersey
$5.9M +$144K +3,923 +3%
DI
171
Disciplined Investments
Oklahoma
$5.79M +$477K +13,012 +9%
IIA
172
Integrity Investment Advisors
Colorado
$5.76M +$82.1K +2,238 +1%
WCM
173
Warburton Capital Management
Oklahoma
$5.61M +$489K +13,344 +10%
BGWM
174
Bridge Generations Wealth Management
Florida
$5.52M -$745K -20,331 -12%
PAG
175
Private Advisor Group
New Jersey
$5.32M +$480K +13,079 +10%