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Dimensional US High Profitability ETF

447 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: 429447 (+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
447
Holders Change
+18
Holders Change %
+4.2%
% of All Funds
5.87%
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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.61B +$91.1M +2,484,185 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$702M +$21.5M +585,098 +3%
FFM
3
Forum Financial Management
Illinois
$285M +$13.8M +375,593 +5%
PFA
4
Pure Financial Advisors
California
$262M +$20.6M +561,873 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$114M -$1.23B -33,525,230 -92%
AF
6
Allworth Financial
California
$112M +$70.8M +1,931,114 +187%
FG
7
Foster Group
Iowa
$108M +$29M +791,821 +38%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$107M -$2.17M -59,311 -2%
AA
9
Alesco Advisors
New York
$98.8M -$1.23M -33,505 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$94.4M +$4.39M +119,612 +5%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$94.3M +$8.19M +223,419 +10%
RIM
12
RW Investment Management
Idaho
$92.2M +$50M +1,363,525 +127%
AWM
13
Aprio Wealth Management
Georgia
$89.5M +$1.05M +28,504 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$88.3M +$1.2M +32,725 +1%
AC
15
Apella Capital
Connecticut
$86.4M +$14.7M +400,444 +21%
PAS
16
Park Avenue Securities
New York
$81.1M +$6.44M +175,534 +9%
BFG
17
Bouchey Financial Group
New York
$80.2M +$816K +22,249 +1%
FC
18
Financial Consulate
Maryland
$74.6M +$3.74M +102,020 +5%
Raymond James Financial
19
Raymond James Financial
Florida
$71M -$3.92M -106,988 -5%
BHWM
20
Beaird Harris Wealth Management
Texas
$70M +$11.6M +317,625 +21%
TWA
21
TCI Wealth Advisors
Arizona
$67.8M +$14.9M +406,768 +29%
LI
22
LVZ Inc
Michigan
$67.7M -$9.3M -253,547 -12%
UBS Group
23
UBS Group
Switzerland
$66.5M -$845K -23,052 -1%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$66M -$2.31K -63 -0%
Corient Private Wealth
25
Corient Private Wealth
Florida
$65.6M -$42.6M -1,162,211 -40%