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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
JTWM
201
Jackson Thornton Wealth Management
Alabama
$5.65M +$1.92M +49,972 +51%
RSWA
202
Robinson Smith Wealth Advisors
Maine
$5.56M +$1.12M +29,155 +24%
PWP
203
Parkwoods Wealth Partners
New York
$5.55M +$2.53M +65,899 +78%
FCG
204
Financial Connections Group
California
$5.53M +$663K +17,285 +13%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$5.37M +$1.58M +41,198 +38%
AWA
206
Acorn Wealth Advisors
Michigan
$5.36M +$1.1M +28,757 +25%
GAM
207
GEM Asset Management
Michigan
$5.24M +$744K +19,405 +16%
WW
208
Waterfront Wealth
Kansas
$5.23M +$1.47M +38,277 +37%
SC
209
Schubert & Co
Texas
$4.97M +$772K +20,140 +18%
SIS
210
Strategic Investment Solutions
Illinois
$4.76M -$505K -13,169 -9%
B
211
BetterWealth
California
$4.74M -$176K -4,579 -3%
CW
212
CreativeOne Wealth
Kansas
$4.74M -$95.6K -2,494 -2%
HWA
213
HMV Wealth Advisors
Louisiana
$4.68M +$1.01M +26,440 +26%
EB
214
Emprise Bank
Kansas
$4.65M +$2.18M +56,784 +82%
CTWM
215
Cherry Tree Wealth Management
Minnesota
$4.56M +$167K +4,357 +4%
Creative Planning
216
Creative Planning
Kansas
$4.55M +$1.79M +46,567 +60%
SF
217
Strategent Financial
Virginia
$4.3M +$605K +15,775 +16%
NWM
218
Northwest Wealth Management
Iowa
$4.29M +$1.03M +26,814 +30%
BTI
219
Blue Trust Inc
Georgia
$4.25M +$145K +3,776 +3%
LSA
220
L & S Advisors
California
$4.22M +$36.9K +961 +0.8%
CIAS
221
Capital Investment Advisory Services
North Carolina
$4.2M +$125K +3,258 +3%
WMS
222
Wealth Management Strategies
Pennsylvania
$4.12M +$136K +3,543 +3%
TIAM2
223
Tru Independence Asset Management 2
Oregon
$4.08M +$156K +4,057 +4%
SEIA
224
Signature Estate & Investment Advisors
California
$4.04M +$107K +2,801 +3%
PA
225
PFG Advisors
Arizona
$4.02M +$294K +7,670 +8%