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Dimensional US High Profitability ETF

529 hedge funds and large institutions have $9.22B invested in Dimensional US High Profitability ETF in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 287 increasing their positions, 119 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$97.1M
2 -$48.3M
3 -$43.4M
4
AG
AlTi Global
New York
-$33M
5
EA
Efficient Advisors
Ohio
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
176
Kestra Investment Management
Texas
$7.29M
T
177
Tableaux
Massachusetts
$7.19M
PAG
178
Private Advisor Group
New Jersey
$7.19M
SFS
179
Security Financial Services
Indiana
$7.17M
AFA
180
AA Financial Advisors
Ohio
$7.07M
DI
181
Disciplined Investments
Oklahoma
$7.04M
RW
182
REDW Wealth
New Mexico
$6.86M
CIA
183
Concurrent Investment Advisors
Florida
$6.86M
AA
184
ArborFi Advisors
Michigan
$6.76M
UWPG
185
Ullmann Wealth Partners Group
Florida
$6.66M
WIM
186
Waycross Investment Management
Washington
$6.63M
AG
187
AlTi Global
New York
$6.51M
TIM
188
Tortoise Investment Management
New York
$6.33M
VFP
189
Vested Financial Planning
California
$6.2M
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$6.2M
BI
191
BluePrint Investing
California
$6.16M
BGWM
192
Bridge Generations Wealth Management
Florida
$6.13M
SPA
193
Shore Point Advisors
New Jersey
$6.08M
E
194
Entelevest
Florida
$6.07M
AFG
195
Altiora Financial Group
Ohio
$5.94M
SCA
196
Strathmore Capital Advisors
North Carolina
$5.88M
HSG
197
Helen Stephens Group
Texas
$5.8M
JTWM
198
Jackson Thornton Wealth Management
Alabama
$5.65M
RSWA
199
Robinson Smith Wealth Advisors
Maine
$5.56M
PWP
200
Parkwoods Wealth Partners
New York
$5.55M