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Dimensional US High Profitability ETF

425 hedge funds and large institutions have $8.43B invested in Dimensional US High Profitability ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 237 increasing their positions, 97 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
5.7%
Holding in Top 10
92
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.98%
% of All Funds
1.23%
New
56
Increased
237
Reduced
97
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.43B +$73.2M +2,059,271 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.3B +$53.6M +1,507,394 +4%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$640M +$249M +7,004,208 +64%
FFM
4
Forum Financial Management
Illinois
$255M +$8.25M +231,876 +3%
PFA
5
Pure Financial Advisors
California
$226M +$8.4M +236,264 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$104M +$4.22M +116,457 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$103M +$868K +24,419 +0.8%
AA
8
Alesco Advisors
New York
$94.2M +$2.38M +66,970 +3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$84.6M +$5.49M +154,445 +7%
AWM
10
Aprio Wealth Management
Georgia
$83.2M -$2.31M -64,991 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$82M -$2.78M -78,316 -3%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$80.7M +$6.95M +195,535 +9%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$79.1M +$41.8M +1,174,851 +112%
BFG
14
Bouchey Financial Group
New York
$74.7M +$709K +19,934 +1%
FG
15
Foster Group
Iowa
$73.8M +$1.37M +38,501 +2%
LI
16
LVZ Inc
Michigan
$72.8M +$1.32M +37,099 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$70.6M +$9.21M +258,897 +15%
PAS
18
Park Avenue Securities
New York
$70.2M +$6.6M +185,687 +10%
AC
19
Apella Capital
Connecticut
$68.4M +$17M +472,692 +33%
FC
20
Financial Consulate
Maryland
$66.6M +$34.8M +979,618 +110%
UBS Group
21
UBS Group
Switzerland
$63.5M +$1.83M +51,344 +3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$62.1M +$232K +6,517 +0.4%
PCI
23
Planning Center Inc
Illinois
$60.8M +$1.87M +52,530 +3%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$57.9M +$1.63M +45,796 +3%
AG
25
AlTi Global
New York
$57.2M +$15.8M +440,751 +38%