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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 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

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
+18
Holders Change %
+4.19%
% 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
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
BetterWealth
California
$5.12M -$412K -11,233 -8%
CW
177
CreativeOne Wealth
Kansas
$5.05M +$2.37M +64,712 +94%
WC
178
Waterloo Capital
Texas
$4.76M -$884K -24,122 -16%
TIM
179
Tortoise Investment Management
New York
$4.7M +$589K +16,063 +15%
Morgan Stanley
180
Morgan Stanley
New York
$4.57M -$144K -3,934 -3%
WANY
181
Wealthspire Advisors (New York)
New York
$4.46M -$1.98M -54,109 -31%
HSG
182
Helen Stephens Group
Texas
$4.4M +$8.14K +222 +0.2%
LSA
183
L & S Advisors
California
$4.31M +$257K +7,010 +7%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$4.3M +$455K +12,415 +12%
GAM
185
GEM Asset Management
Michigan
$4.25M +$349K +9,510 +9%
BTI
186
Blue Trust Inc
Georgia
$4.25M +$123K +3,357 +3%
IDA
187
Intelligence Driven Advisers
California
$4.14M -$889K -24,240 -18%
MHS
188
M Holdings Securities
Oregon
$4.07M +$168K +4,586 +4%
CIAS
189
Capital Investment Advisory Services
North Carolina
$3.98M +$15K +409 +0.4%
RSWA
190
Robinson Smith Wealth Advisors
Maine
$3.95M +$546K +14,886 +17%
WW
191
Waterfront Wealth
Kansas
$3.94M -$1.13M -30,797 -23%
QCM
192
Quantinno Capital Management
New York
$3.92M +$2.72M +74,070 +249%
TCA
193
Transcend Capital Advisors
New Jersey
$3.91M +$181K +4,937 +5%
CTWM
194
Cherry Tree Wealth Management
Minnesota
$3.91M +$880K +23,992 +30%
Renaissance Technologies
195
Renaissance Technologies
New York
$3.89M +$1.72M +47,000 +84%
PA
196
PFG Advisors
Arizona
$3.87M +$489K +13,327 +15%
SC
197
Schubert & Co
Texas
$3.85M +$418K +11,406 +13%
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
$3.81M +$1.08M +29,422 +41%
WMS
199
Wealth Management Strategies
Pennsylvania
$3.75M +$3.64M +99,191 New
Jones Financial Companies
200
Jones Financial Companies
Missouri
$3.7M +$1.14M +31,215 +46%