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Dimensional US High Profitability ETF

509 hedge funds and large institutions have $9.01B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 17

117% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 115

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

14% more funds holding

Funds holding: 448509 (+61)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$830M)

2.79% more ownership

Funds ownership: 84.65%87.43% (+2.8%)

Holders
509
Holders Change
+61
Holders Change %
+13.62%
% of All Funds
6.19%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
1.34%
New
87
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
201
Cherry Tree Wealth Management
Minnesota
$4.55M +$612K +16,151 +16%
IFA
202
Index Fund Advisors
California
$4.49M +$1.83M +48,401 +69%
AWA
203
Acorn Wealth Advisors
Michigan
$4.46M +$1.94M +51,269 +78%
HSG
204
Helen Stephens Group
Texas
$4.39M -$38.1K -1,006 -0.9%
SC
205
Schubert & Co
Texas
$4.37M +$492K +12,989 +13%
LSA
206
L & S Advisors
California
$4.33M -$1.74K -46 -0%
BTI
207
Blue Trust Inc
Georgia
$4.25M -$23.2K -613 -0.5%
CIAS
208
Capital Investment Advisory Services
North Carolina
$4.22M +$210K +5,546 +5%
WMS
209
Wealth Management Strategies
Pennsylvania
$4.13M +$354K +9,359 +9%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$4.12M +$348K +9,195 +9%
SEIA
211
Signature Estate & Investment Advisors
California
$4.07M +$1.33M +35,009 +49%
TIAM2
212
Tru Independence Asset Management 2
Oregon
$4.07M +$570K +15,039 +16%
IIA
213
Integrity Investment Advisors
Colorado
$4.04M -$1.75M -46,330 -30%
WW
214
Waterfront Wealth
Kansas
$4.02M -$5.11K -135 -0.1%
Morgan Stanley
215
Morgan Stanley
New York
$3.94M -$666K -17,592 -15%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$3.92M +$82.4K +2,176 +2%
TCA
217
Transcend Capital Advisors
New Jersey
$3.88M -$63.4K -1,675 -2%
PA
218
PFG Advisors
Arizona
$3.86M -$30.2K -797 -0.8%
SF
219
Strategent Financial
Virginia
$3.84M +$703K +18,559 +22%
BC
220
BDFS Capital
Delaware
$3.84M +$3.82M +100,842 New
HWA
221
HMV Wealth Advisors
Louisiana
$3.83M +$1.3M +34,210 +51%
JTWM
222
Jackson Thornton Wealth Management
Alabama
$3.81M +$165K +4,361 +5%
CCMG
223
Connecticut Capital Management Group
Connecticut
$3.75M +$3.73M +98,541 New
TM
224
Torren Management
California
$3.7M +$3.69M +97,293 New
TF
225
Thayer Financial
North Carolina
$3.62M +$3.6M +95,106 New