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Dimensional US High Profitability ETF

498 hedge funds and large institutions have $8.87B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 248 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSG
201
Helen Stephens Group
Texas
$4.39M
SC
202
Schubert & Co
Texas
$4.37M
LSA
203
L & S Advisors
California
$4.33M
BTI
204
Blue Trust Inc
Georgia
$4.25M
CIAS
205
Capital Investment Advisory Services
North Carolina
$4.22M
WMS
206
Wealth Management Strategies
Pennsylvania
$4.13M
Jones Financial Companies
207
Jones Financial Companies
Missouri
$4.12M
SEIA
208
Signature Estate & Investment Advisors
California
$4.07M
TIAM2
209
Tru Independence Asset Management 2
Oregon
$4.07M
IIA
210
Integrity Investment Advisors
Colorado
$4.04M
WW
211
Waterfront Wealth
Kansas
$4.02M
Morgan Stanley
212
Morgan Stanley
New York
$3.94M
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$3.92M
TCA
214
Transcend Capital Advisors
New Jersey
$3.88M
PA
215
PFG Advisors
Arizona
$3.86M
SF
216
Strategent Financial
Virginia
$3.84M
BCL
217
BDFS Capital LLC
Delaware
$3.84M
HWA
218
HMV Wealth Advisors
Louisiana
$3.83M
JTWM
219
Jackson Thornton Wealth Management
Alabama
$3.81M
CCMG
220
Connecticut Capital Management Group
Connecticut
$3.75M
TM
221
Torren Management
California
$3.7M
TF
222
Thayer Financial
North Carolina
$3.62M
WANY
223
Wealthspire Advisors (New York)
New York
$3.6M
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$3.55M
KIM
225
Kestra Investment Management
Texas
$3.55M