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Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
201
Cherry Tree Wealth Management
Minnesota
$2.82M +$316K +8,899 +13%
APW
202
Austin Private Wealth
Texas
$2.81M +$689K +19,382 +32%
AWMNY
203
Arcadia Wealth Management (New York)
New York
$2.72M +$291K +8,189 +12%
SWG
204
Summit Wealth Group
Vermont
$2.71M +$69.4K +1,951 +3%
NWM
205
Northwest Wealth Management
Iowa
$2.66M +$293K +8,232 +12%
Truist Financial
206
Truist Financial
North Carolina
$2.6M -$2.92K -82 -0.1%
SF
207
Strategent Financial
Virginia
$2.59M +$576K +16,184 +29%
Creative Planning
208
Creative Planning
Kansas
$2.56M -$615K -17,284 -19%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$2.54M -$25.9K -727 -1%
BAWC
210
Boyce & Associates Wealth Consulting
Texas
$2.5M +$133K +3,736 +6%
FFA
211
Farther Finance Advisors
California
$2.5M +$41.2K +1,160 +2%
CW
212
CreativeOne Wealth
Kansas
$2.46M -$4.3K -121 -0.2%
GLA
213
Good Life Advisors
Pennsylvania
$2.41M +$55.7K +1,565 +2%
FCP
214
Fidelis Capital Partners
Florida
$2.41M -$45.5K -1,255 -2%
GJIA
215
Glass Jacobson Investment Advisors
Maryland
$2.4M +$411K +11,554 +21%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$2.39M +$495K +14,040 +26%
TC
217
TownSquare Capital
Utah
$2.28M -$333K -9,353 -13%
FF
218
Friday Financial
Iowa
$2.23M +$90.6K +2,549 +4%
FWP
219
Firethorn Wealth Partners
Georgia
$2.08M -$56K -1,576 -3%
V
220
ViaWealth
Kansas
$2.05M -$499K -14,032 -20%
KIM
221
Kestra Investment Management
Texas
$2.02M +$1.37M +39,438 +213%
Renaissance Technologies
222
Renaissance Technologies
New York
$1.99M +$1.99M +56,100 New
SAG
223
SageView Advisory Group
California
$1.95M -$41.7K -1,141 -2%
CWM
224
Cherrydale Wealth Management
New Jersey
$1.85M +$314K +8,821 +20%
IFA
225
Index Fund Advisors
California
$1.8M +$155K +4,364 +9%