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Dimensional US High Profitability ETF

534 hedge funds and large institutions have $9.25B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

138% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 121

5% more funds holding

Funds holding: 507534 (+27)

3% more capital invested

Capital invested by funds: $9.01B → $9.25B (+$237M)

0.73% more ownership

Funds ownership: 87.43%88.16% (+0.73%)

5% less funds holding in top 10

Funds holding in top 10: 110104 (-6)

Holders
534
Holders Change
+27
Holders Change %
+5.33%
% of All Funds
6.58%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.28%
New
61
Increased
288
Reduced
121
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
176
Sanchez Levi Garrett
$7.51M +$7.83M +204,197 New
KIM
177
Kestra Investment Management
Texas
$7.29M +$4.03M +104,982 +113%
T
178
Tableaux
Massachusetts
$7.19M +$2.09M +54,469 +39%
PAG
179
Private Advisor Group
New Jersey
$7.19M +$1.19M +30,957 +19%
SFS
180
Security Financial Services
Indiana
$7.17M +$129K +3,362 +2%
AFA
181
AA Financial Advisors
Ohio
$7.07M +$7.37M +192,213 New
DI
182
Disciplined Investments
Oklahoma
$7.04M +$1.01M +26,244 +16%
RW
183
REDW Wealth
New Mexico
$6.86M -$2.2M -57,272 -23%
CIA
184
Concurrent Investment Advisors
Florida
$6.86M +$7.16M +186,599 New
AA
185
ArborFi Advisors
Michigan
$6.76M +$105K +2,748 +2%
UWPG
186
Ullmann Wealth Partners Group
Florida
$6.66M -$3.63M -94,594 -34%
WIM
187
Waycross Investment Management
Washington
$6.63M -$427K -11,127 -6%
EWP
188
E-Wealth Partners
Minnesota
$6.61M +$595K +15,517 +9%
OCA
189
Optimus Capital Advisors
Texas
$6.51M -$131K -3,415 -2%
AG
190
AlTi Global
New York
$6.51M -$33M -861,100 -83%
TIM
191
Tortoise Investment Management
New York
$6.33M +$1.36M +35,392 +26%
VFP
192
Vested Financial Planning
California
$6.2M +$23.7K +618 +0.4%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$6.2M +$195K +5,091 +3%
BI
194
BluePrint Investing
California
$6.16M +$46.6K +1,216 +0.7%
BGWM
195
Bridge Generations Wealth Management
Florida
$6.13M +$541K +14,117 +9%
SPA
196
Shore Point Advisors
New Jersey
$6.08M +$311K +8,105 +4%
E
197
Entelevest
Florida
$6.07M +$869K +22,663 +16%
AFG
198
Altiora Financial Group
Ohio
$5.94M -$15.7K -410 -0.3%
SCA
199
Strathmore Capital Advisors
North Carolina
$5.88M +$804K +20,971 +16%
HSG
200
Helen Stephens Group
Texas
$5.8M +$1.62M +42,142 +36%