Dimensional International High Profitability

DIHP • BATS

Dimensional International High Profitability is an exchange-traded fund on BATS. As of Q3 2025, 290 institutional investors hold shares in this ETF, with total holdings valued at $4.1B. MERCER GLOBAL ADVISORS INC /ADV is the largest holder with a position valued at $863.7M.

Overview

Overview of institutional ownership in DIHP as of Q3 2025

All Institutions

Institutions: 290
Value Held: $4.1B
Shares Held: 135.7M
Avg Position: $14.2M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 4
Value Held: $18.8M
Shares Held: 617.3K
Avg Position: $4.7M
Median Position: $2.3M

Biggest Investors

Institutions with the largest positions in DIHP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$863.7M 1.44% of portfolio	28.4M shares	Q3 2022 Held for 3y 2m	$59.9B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$773.0M 4.10% of portfolio	25.4M shares	Q4 2023 Held for 1y 11m	$18.9B
C Colony Group, LLC Institution	-	$409.2M 0.67% of portfolio	13.4M shares	Q3 2024 Held for 1y 2m	$61.0B
Forum Financial Management, LP RIA/Wealth	Nirav Rajen Batavia CIO	$189.0M 2.59% of portfolio	6.2M shares	Q2 2022 Held for 3y 5m	$7.3B
Sequoia Financial Advisors, LLC RIA/Wealth	Thomas Arthur Haught CEO	$148.3M 0.91% of portfolio	4.9M shares	Q1 2023 Held for 2y 8m	$16.4B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$104.7M 0.03% of portfolio	3.4M shares	Q3 2022 Held for 3y 2m	$341.99B
Clarius Group, LLC Family Office	Keith Randolph Vernon CEO	$81.6M 4.83% of portfolio	2.7M shares	Q4 2023 Held for 1y 11m	$1.7B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$76.0M 0.03% of portfolio	2.5M shares	Q2 2022 Held for 3y 5m	$227.19B
Buckingham Strategic Partners RIA/Wealth	Adam Lawrence Birenbaum CEO	$72.9M 0.83% of portfolio	2.4M shares	Q1 2023 Held for 2y 8m	$8.8B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$68.8M 0.08% of portfolio	2.3M shares	Q2 2022 Held for 3y 5m	$87.7B

Net Capital Flow

Institutional buying and selling activity for DIHP in Q3 2025

Traded: −$367.9M
Buyers: 188
Sellers: 84
Total Bought: +$345.6M
Total Sold: −$713.5M
Avg Position: $13.6M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$80.1M +2.6M shares	$863.7M 28.4M shares
Savant Capital, LLC RIA/Wealth	+$45.4M +1.5M shares	$773.0M 25.4M shares
C Colony Group, LLC Institution	+$16.2M +533.8K shares	$409.2M 13.4M shares
Sequoia Financial Advisors, LLC RIA/Wealth	+$15.0M +494.7K shares	$148.3M 4.9M shares
Foster Group, Inc. RIA/Wealth	+$13.8M +455.4K shares	$50.7M 1.7M shares
A Atlantic Trust Group, LLC Institution	+$10.7M +353.0K shares	$10.9M 359.1K shares
FINANCIAL CONSULATE, INC RIA/Wealth	+$10.5M +347.0K shares	$35.9M 1.2M shares
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	+$8.2M +269.4K shares	$8.2M 269.4K shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$7.2M +236.9K shares	$7.2M 236.9K shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$7.2M +236.9K shares	$7.2M 236.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$662.8M −21.8M shares	$104.7M 3.4M shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$12.6M −415.9K shares	$13.4M 439.3K shares
Clarius Group, LLC Family Office	−$6.2M −202.7K shares	$81.6M 2.7M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$3.4M −110.6K shares	$1.8M 58.7K shares
Warren Averett Asset Management, LLC RIA/Wealth	−$3.0M −98.7K shares	$6.4M 211.2K shares
Bridgewater Advisors Inc. RIA/Wealth	−$2.9M −96.6K shares	$20.6M 675.0K shares
J JANE STREET GROUP, LLC Institution	−$2.8M −93.4K shares	$10.3M 338.2K shares
Sontag Advisory, LLC RIA/Wealth	−$2.8M −91.7K shares	$7.3M 241.1K shares
Eqis Capital Management, Inc. RIA/Wealth	−$1.7M −57.3K shares	$1.9M 62.5K shares
B BRIDGE GENERATIONS WEALTH MANAGEMENT LLC RIA/Wealth	−$1.6M −54.1K shares	$4.9M 160.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DIHP in Q3 2025

New Positions: 34
New Value: $50.5M
Exited Positions: 13
Exited Value: $3.8M

New Positions

Institution	Position Value
MENORA MIVTACHIM HOLDINGS LTD. Private Equity	$8.2M 269.4K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$7.2M 236.9K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$7.2M 236.9K shares
Savvy Advisors, Inc. RIA/Wealth	$5.8M 189.4K shares
Kingsview Wealth Management, LLC RIA/Wealth	$5.6M 182.7K shares
M My Personal CFO, LLC RIA/Wealth	$4.5M 148.8K shares
Miracle Mile Advisors, LLC RIA/Wealth	$4.2M 137.6K shares
Washington Trust Advisors, Inc. RIA/Wealth	$1.5M 49.1K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$1.2M 41.1K shares
Financial Connections Group, Inc. RIA/Wealth	$671.6K 22.1K shares

Exited Positions

Institution	Previous Position
Callan Family Office, LLC Family Office	$965.8K 32.8K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$755.1K 25.6K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$704.3K 23.9K shares
IHT Wealth Management, LLC RIA/Wealth	$350.7K 11.9K shares
Cresset Asset Management, LLC RIA/Wealth	$319.3K 10.8K shares
U UMA Financial Services, Inc. RIA/Wealth	$151.7K 5.1K shares
GeoWealth Management, LLC RIA/Wealth	$145.8K 4.9K shares
JFS WEALTH ADVISORS, LLC RIA/Wealth	$135.2K 4.6K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$102.7K 103.0K shares
Geneos Wealth Management Inc. RIA/Wealth	$97.1K 3.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DIHP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DIHP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SATOVSKY ASSET MANAGEMENT LLC Institution	-	10.42% $52.2M	1.7M shares	Q2 2022 Held for 3y 5m	$500.6M
Aprio Wealth Management, LLC RIA/Wealth	Keith M Greenwald Managing Partner	6.80% $68.4M	2.3M shares	Q2 2022 Held for 3y 5m	$1.0B
Planning Center, Inc. Real Assets	Alexander Jason Valner President	6.33% $60.2M	2.0M shares	Q4 2022 Held for 2y 11m	$951.0M
Fortress Wealth Management, Inc. RIA/Wealth	Sanjiv Kumar Founder	5.89% $12.5M	412.8K shares	Q2 2023 Held for 2y 5m	$213.1M
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth	John Russell Noonan CCO	5.58% $21.2M	691.9K shares	Q4 2023 Held for 1y 11m	$380.8M
Mills Wealth Advisors LLC RIA/Wealth	Michael Alan Mills President	5.43% $11.2M	369.1K shares	Q4 2022 Held for 2y 11m	$206.7M
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	5.40% $12.6M	414.4K shares	Q3 2023 Held for 2y 2m	$233.2M
Oceanside Advisors LLC RIA/Wealth	Johann Robert Kroll Managing Partner	5.26% $8.4M	276.8K shares	Q4 2023 Held for 1y 11m	$160.0M
Navigoe, LLC RIA/Wealth	Scott Alan Leonard President	5.16% $7.8M	256.6K shares	Q4 2024 Held for 11 months	$151.2M
FINANCIAL CONSULATE, INC RIA/Wealth	Michael Patrick Mccarthy CEO	5.11% $35.9M	1.2M shares	Q2 2025 Held for 5 months	$701.1M

Hedge Fund Spotlight

Discover hedge funds investing in DIHP

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional International High Profitability

Market Value: $689.0K
Shares Held: 22.7K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%