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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
OCA
176
Optimus Capital Advisors
Texas
$6.87M +$6.84M +180,637 New
QCM
177
Quantinno Capital Management
New York
$6.8M +$2.84M +75,019 +72%
VFP
178
Vested Financial Planning
California
$6.39M -$62.1K -1,639 -1%
BI
179
BluePrint Investing
California
$6.33M +$6.3M +166,445 New
DI
180
Disciplined Investments
Oklahoma
$6.29M +$454K +11,987 +8%
PAG
181
Private Advisor Group
New Jersey
$6.26M +$892K +23,550 +17%
EWP
182
E-Wealth Partners
Minnesota
$6.24M +$6.22M +164,206 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$6.22M +$74.4K +1,963 +1%
AFG
184
Altiora Financial Group
Ohio
$6.16M -$143K -3,788 -2%
SPA
185
Shore Point Advisors
New Jersey
$6.11M +$1.37M +36,162 +23%
WCM
186
Warburton Capital Management
Oklahoma
$5.97M +$372K +9,830 +7%
BGWM
187
Bridge Generations Wealth Management
Florida
$5.8M +$238K +6,288 +4%
W
188
WorthPointe
California
$5.66M +$4.49M +118,520 +390%
T
189
Tableaux
Massachusetts
$5.49M -$4.67M -123,417 -47%
SIS
190
Strategic Investment Solutions
Illinois
$5.43M -$1.09M -28,864 -17%
E
191
Entelevest
Florida
$5.41M +$5.39M +142,363 New
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$5.28M +$950K +25,075 +22%
AWM
193
Axxcess Wealth Management
California
$5.2M +$1.99M +52,643 +63%
TIM
194
Tortoise Investment Management
New York
$5.2M +$467K +12,333 +10%
B
195
BetterWealth
California
$5.08M -$80.9K -2,136 -2%
FCG
196
Financial Connections Group
California
$5.07M +$4.2M +110,997 +500%
CW
197
CreativeOne Wealth
Kansas
$4.99M -$92.7K -2,447 -2%
SCA
198
Strathmore Capital Advisors
North Carolina
$4.91M +$4.44M +117,096 +969%
GAM
199
GEM Asset Management
Michigan
$4.72M +$417K +11,013 +10%
RSWA
200
Robinson Smith Wealth Advisors
Maine
$4.64M +$656K +17,320 +17%