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Dimensional US High Profitability ETF

502 hedge funds and large institutions have $9B invested in Dimensional US High Profitability ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 249 increasing their positions, 113 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Acorn Wealth Advisors
Michigan
$4.46M
HSG
202
Helen Stephens Group
Texas
$4.39M
SC
203
Schubert & Co
Texas
$4.37M
LSA
204
L & S Advisors
California
$4.33M
BTI
205
Blue Trust Inc
Georgia
$4.25M
CIAS
206
Capital Investment Advisory Services
North Carolina
$4.22M
WMS
207
Wealth Management Strategies
Pennsylvania
$4.13M
Jones Financial Companies
208
Jones Financial Companies
Missouri
$4.12M
SEIA
209
Signature Estate & Investment Advisors
California
$4.07M
TIAM2
210
Tru Independence Asset Management 2
Oregon
$4.07M
IIA
211
Integrity Investment Advisors
Colorado
$4.04M
WW
212
Waterfront Wealth
Kansas
$4.02M
Morgan Stanley
213
Morgan Stanley
New York
$3.94M
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$3.92M
TCA
215
Transcend Capital Advisors
New Jersey
$3.88M
PA
216
PFG Advisors
Arizona
$3.86M
SF
217
Strategent Financial
Virginia
$3.84M
BC
218
BDFS Capital
Delaware
$3.84M
HWA
219
HMV Wealth Advisors
Louisiana
$3.83M
JTWM
220
Jackson Thornton Wealth Management
Alabama
$3.81M
CCMG
221
Connecticut Capital Management Group
Connecticut
$3.75M
TM
222
Torren Management
California
$3.7M
TF
223
Thayer Financial
North Carolina
$3.62M
WANY
224
Wealthspire Advisors (New York)
New York
$3.6M
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$3.55M