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Dimensional US High Profitability ETF

448 hedge funds and large institutions have $8.18B invested in Dimensional US High Profitability ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

150% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 101

4% more funds holding

Funds holding: 430448 (+18)

4% less capital invested

Capital invested by funds: $8.49B → $8.18B (-$307M)

1% less funds holding in top 10

Funds holding in top 10: 9493 (-1)

13.75% less ownership

Funds ownership: 98.4%84.65% (-14%)

Holders
448
Holders Change
+18
Holders Change %
+4.19%
% of All Funds
5.88%
Holding in Top 10
93
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.06%
% of All Funds
1.22%
New
46
Increased
252
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
201
Jackson Thornton Wealth Management
Alabama
$3.6M -$307K -8,373 -8%
BWIA
202
Bryant Woods Investment Advisors
New York
$3.48M +$72.7K +1,983 +2%
TIAM2
203
Tru Independence Asset Management 2
Oregon
$3.47M +$187K +5,105 +6%
SC
204
Savant Capital
Illinois
$3.44M -$1.03M -28,033 -24%
DWM
205
Dopkins Wealth Management
New York
$3.36M +$152K +4,144 +5%
TWCA
206
Two West Capital Advisors
Kansas
$3.35M +$86.5K +2,359 +3%
EAM
207
Evanson Asset Management
California
$3.28M +$56.8K +1,550 +2%
AWM
208
Axxcess Wealth Management
California
$3.18M
APW
209
Austin Private Wealth
Texas
$3.16M +$170K +4,648 +6%
FFA
210
Farther Finance Advisors
California
$3.16M +$490K +13,357 +19%
WC
211
Wolfstich Capital
Massachusetts
$3.14M
MSFS
212
Main Street Financial Solutions
Pennsylvania
$3.13M +$17K +464 +0.6%
SF
213
Strategent Financial
Virginia
$3.12M +$352K +9,588 +13%
CG
214
Caprock Group
Idaho
$3.12M +$3.1M +84,650 New
Truist Financial
215
Truist Financial
North Carolina
$3.06M +$287K +7,830 +11%
Creative Planning
216
Creative Planning
Kansas
$3.02M +$285K +7,783 +11%
AWMNY
217
Arcadia Wealth Management (New York)
New York
$3.01M +$115K +3,124 +4%
NWM
218
Northwest Wealth Management
Iowa
$3M +$168K +4,585 +6%
IAG
219
Investmark Advisory Group
Connecticut
$2.98M -$49.4K -1,348 -2%
SWG
220
Summit Wealth Group
Vermont
$2.98M +$94.7K +2,584 +3%
BAWC
221
Boyce & Associates Wealth Consulting
Texas
$2.79M +$132K +3,609 +5%
KIM
222
Kestra Investment Management
Texas
$2.77M +$565K +15,409 +27%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$2.77M +$2.69M +73,370 New
SEIA
224
Signature Estate & Investment Advisors
California
$2.72M +$940K +25,644 +55%
IFA
225
Index Fund Advisors
California
$2.63M +$698K +19,026 +38%