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Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

3% more funds holding

Funds holding: 380393 (+13)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+13
Holders Change %
+3.42%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
44
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
201
ViaWealth
Kansas
$2.37M -$9.14K -266 -0.4%
SC
202
Schubert & Co
Texas
$2.36M +$392K +11,409 +19%
CTWM
203
Cherry Tree Wealth Management
Minnesota
$2.34M +$836K +24,329 +53%
CW
204
CreativeOne Wealth
Kansas
$2.29M -$11.3K -328 -0.5%
FFA
205
Farther Finance Advisors
California
$2.29M -$38.5K -1,121 -2%
AWMNY
206
Arcadia Wealth Management (New York)
New York
$2.26M +$353K +10,270 +18%
TIAM2
207
Tru Independence Asset Management 2
Oregon
$2.26M +$586K +17,056 +33%
DWM
208
Dopkins Wealth Management
New York
$2.24M +$291K +8,476 +14%
BAWC
209
Boyce & Associates Wealth Consulting
Texas
$2.21M +$422K +12,269 +23%
NWM
210
Northwest Wealth Management
Iowa
$2.2M +$592K +17,232 +35%
GLA
211
Good Life Advisors
Pennsylvania
$2.19M +$98.6K +2,869 +5%
FCP
212
Fidelis Capital Partners
Florida
$2.18M +$874K +25,439 +60%
FF
213
Friday Financial
Iowa
$2M +$578K +16,825 +39%
FWP
214
Firethorn Wealth Partners
Georgia
$1.99M +$36.4K +1,058 +2%
APW
215
Austin Private Wealth
Texas
$1.98M +$1.02M +29,699 +99%
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$1.89M
SF
217
Strategent Financial
Virginia
$1.88M +$1.04M +30,275 +114%
BCI
218
Brinker Capital Investments
Pennsylvania
$1.84M +$646K +18,809 +51%
OPS
219
Orion Portfolio Solutions
Nebraska
$1.84M +$646K +18,809 +51%
W
220
WPWealth
Texas
$1.83M +$1.9M +55,225 New
SAG
221
SageView Advisory Group
California
$1.81M -$23.5K -684 -1%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$1.77M +$953K +27,727 +106%
MFG
223
Mission Financial Group
Nevada
$1.73M +$1.62M +47,118 New
GM
224
GeoWealth Management
Illinois
$1.71M +$637K +18,548 +56%
AWMNH
225
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.58M +$55.3K +1,610 +3%