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Dimensional US High Profitability ETF

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
201
Schubert & Co
Texas
$2.36M +$378K +11,409 +19%
CTWM
202
Cherry Tree Wealth Management
Minnesota
$2.34M +$806K +24,329 +53%
CW
203
CreativeOne Wealth
Kansas
$2.29M -$10.9K -328 -0.5%
FFA
204
Farther Finance Advisors
California
$2.29M -$37.2K -1,121 -2%
AWMNY
205
Arcadia Wealth Management (New York)
New York
$2.26M +$340K +10,270 +18%
TIAM2
206
Tru Independence Asset Management 2
Oregon
$2.26M +$565K +17,056 +33%
DWM
207
Dopkins Wealth Management
New York
$2.24M +$281K +8,476 +14%
BAWC
208
Boyce & Associates Wealth Consulting
Texas
$2.21M +$407K +12,269 +23%
NWM
209
Northwest Wealth Management
Iowa
$2.2M +$571K +17,232 +35%
GLA
210
Good Life Advisors
Pennsylvania
$2.19M +$95.1K +2,869 +5%
FCP
211
Fidelis Capital Partners
Florida
$2.18M +$821K +25,439 +60%
FF
212
Friday Financial
Iowa
$2M +$562K +16,825 +39%
FWP
213
Firethorn Wealth Partners
Georgia
$1.99M +$35.1K +1,058 +2%
APW
214
Austin Private Wealth
Texas
$1.98M +$984K +29,699 +99%
GJIA
215
Glass Jacobson Investment Advisors
Maryland
$1.89M
SF
216
Strategent Financial
Virginia
$1.88M +$1M +30,275 +114%
BCI
217
Brinker Capital Investments
Pennsylvania
$1.84M +$623K +18,809 +51%
OPS
218
Orion Portfolio Solutions
Nebraska
$1.84M +$623K +18,809 +51%
W
219
WPWealth
Texas
$1.83M +$1.83M +55,225 New
SAG
220
SageView Advisory Group
California
$1.81M -$22.7K -684 -1%
Jones Financial Companies
221
Jones Financial Companies
Missouri
$1.77M +$910K +27,727 +106%
GM
222
GeoWealth Management
Illinois
$1.71M +$615K +18,548 +56%
AWMNH
223
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.58M +$53.4K +1,610 +3%
AIS
224
American Investment Services
Massachusetts
$1.54M
IFA
225
Index Fund Advisors
California
$1.54M +$621K +18,751 +68%