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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 44 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

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

3% more funds holding

Funds holding: 380393 (+13)

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
+13
Holders Change %
+3.42%
% 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
44
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$3.42M +$138K +4,003 +4%
HWA
177
HMV Wealth Advisors
Louisiana
$3.33M +$2.67M +77,815 +343%
DI
178
Disciplined Investments
Oklahoma
$3.29M +$1.84M +53,425 +117%
EAM
179
Evanson Asset Management
California
$3.28M +$1.1M +31,938 +48%
GAM
180
GEM Asset Management
Michigan
$3.27M +$334K +9,717 +11%
CIAS
181
Capital Investment Advisory Services
North Carolina
$3.21M +$587K +17,089 +21%
LSA
182
L & S Advisors
California
$3.19M -$133K -3,873 -4%
BWIA
183
Bryant Woods Investment Advisors
New York
$3.12M +$2.68M +77,965 +485%
JTWM
184
Jackson Thornton Wealth Management
Alabama
$3.1M +$973K +28,323 +40%
IAG
185
Investmark Advisory Group
Connecticut
$3.07M +$36.4K +1,058 +1%
TCA
186
Transcend Capital Advisors
New Jersey
$3.01M +$3.12M +90,759 New
Creative Planning
187
Creative Planning
Kansas
$2.96M +$136K +3,963 +5%
AWM
188
Axxcess Wealth Management
California
$2.79M +$2.89M +84,129 New
PA
189
PFG Advisors
Arizona
$2.76M +$211K +6,152 +8%
SW
190
Simplicity Wealth
New Jersey
$2.73M +$2.83M +82,383 New
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$2.7M -$820K -23,865 -23%
WCM
192
Warburton Capital Management
Oklahoma
$2.67M +$441K +12,828 +19%
TWCA
193
Two West Capital Advisors
Kansas
$2.66M +$141K +4,104 +5%
MSFS
194
Main Street Financial Solutions
Pennsylvania
$2.57M -$56.7K -1,651 -2%
RSWA
195
Robinson Smith Wealth Advisors
Maine
$2.54M +$202K +5,870 +8%
SWG
196
Summit Wealth Group
Vermont
$2.46M +$218K +6,356 +9%
TC
197
TownSquare Capital
Utah
$2.43M -$388K -11,293 -13%
Truist Financial
198
Truist Financial
North Carolina
$2.43M +$155K +4,508 +7%
EWM
199
Empirical Wealth Management
Washington
$2.43M +$2.52M +73,282 New
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$2.39M +$608K +17,703 +33%