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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 88 funds opening new positions, 249 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 88 | 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: 447509 (+62)

10% more capital invested

Capital invested by funds: $8.18B → $9.01B (+$831M)

2.79% more ownership

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

Holders
509
Holders Change
+62
Holders Change %
+13.87%
% 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
88
Increased
249
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.7B +$82.8M +2,187,002 +5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$734M +$27.1M +716,130 +4%
FFM
3
Forum Financial Management
Illinois
$305M +$17.9M +472,714 +6%
PFA
4
Pure Financial Advisors
California
$287M +$23.6M +622,880 +9%
Corient Private Wealth
5
Corient Private Wealth
Florida
$239M +$172M +4,551,380 +262%
AF
6
Allworth Financial
California
$118M +$5.6M +147,923 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$117M +$2.11M +55,661 +2%
FG
8
Foster Group
Iowa
$113M +$4.04M +106,711 +4%
PHWA
9
Petersen Hastings Wealth Advisors
Washington
$109M +$108M +2,861,752 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$108M -$26.4K -698 -0%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$106M +$11.3M +298,106 +12%
AA
12
Alesco Advisors
New York
$99.5M +$6.78K +179 +0%
AC
13
Apella Capital
Connecticut
$98.8M +$11.2M +295,787 +13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$98.7M +$3.59M +94,670 +4%
AWM
15
Aprio Wealth Management
Georgia
$93.6M +$3.52M +92,846 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$88.9M -$44.4K -1,171 -0.1%
PAS
17
Park Avenue Securities
New York
$86.9M +$5.21M +137,456 +6%
TWA
18
TCI Wealth Advisors
Arizona
$83.4M +$15.1M +397,607 +22%
BFG
19
Bouchey Financial Group
New York
$81.5M +$775K +20,456 +1%
BHWM
20
Beaird Harris Wealth Management
Texas
$77.9M +$7.37M +194,597 +10%
FC
21
Financial Consulate
Maryland
$75.6M +$450K +11,886 +0.6%
UBS Group
22
UBS Group
Switzerland
$73.9M +$6.85M +180,786 +10%
Raymond James Financial
23
Raymond James Financial
Florida
$71.2M -$241K -6,373 -0.3%
HWM
24
HB Wealth Management
Georgia
$69.5M +$11.2M +294,808 +19%
LI
25
LVZ Inc
Michigan
$69.2M +$1M +26,525 +1%