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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
151
Edge Financial Advisors
Illinois
$10.1M +$452K +11,937 +5%
Financial Engines Advisors
152
Financial Engines Advisors
California
$9.94M -$732K -19,329 -7%
FWP
153
Family Wealth Partners
North Carolina
$9.73M -$253K -6,674 -3%
VW
154
Vance Wealth
California
$9.52M +$213K +5,623 +2%
VF
155
Vestment Financial
Minnesota
$9.36M +$311K +8,207 +4%
RW
156
REDW Wealth
New Mexico
$9.28M -$40.9K -1,079 -0.4%
TP
157
Trailhead Planners
Minnesota
$9.19M +$9.15M +241,530 New
FFG
158
Fiduciary Financial Group
California
$9.13M +$172K +4,541 +2%
DAS
159
Dynamic Advisor Solutions
Arizona
$8.98M -$5.54M -146,389 -38%
AF
160
Advisornet Financial
Minnesota
$8.93M +$103K +2,728 +1%
CWA
161
CogentBlue Wealth Advisors
Tennessee
$8.78M +$178K +4,690 +2%
LIP
162
Lynch Investment Planning
Pennsylvania
$8.76M +$8.73M +230,470 New
WMG
163
WESCAP Management Group
California
$8.73M +$474K +12,524 +6%
ACS
164
Archford Capital Strategies
Illinois
$8.64M +$169K +4,455 +2%
KRW
165
Kaufman Rossin Wealth
Florida
$8.55M +$331K +8,731 +4%
MML Investors Services
166
MML Investors Services
Massachusetts
$8.54M +$261K +6,894 +3%
CPA
167
Cardiff Park Advisors
California
$8.43M -$10K -265 -0.1%
CWG
168
Crown Wealth Group
North Carolina
$8.2M +$149K +3,923 +2%
Betterment LLC
169
Betterment LLC
New York
$8.04M +$511K +13,478 +7%
MMA
170
Miracle Mile Advisors
California
$7.85M -$2.46K -65 -0%
SCM
171
Sollinda Capital Management
Florida
$7.84M +$1.01M +26,571 +15%
KAS
172
Kestra Advisory Services
Texas
$7.68M +$512K +13,522 +7%
WIM
173
Waycross Investment Management
Washington
$7.29M -$7.08K -187 -0.1%
SFS
174
Security Financial Services
Indiana
$7.29M -$481K -12,698 -6%
AA
175
ArborFi Advisors
Michigan
$6.88M +$12.3K +326 +0.2%