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Dimensional US Large Cap Value ETF

366 hedge funds and large institutions have $4.82B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 200 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 88

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

11% more funds holding in top 10

Funds holding in top 10: 5359 (+6)

11% more capital invested

Capital invested by funds: $4.35B → $4.82B (+$468M)

5% more funds holding

Funds holding: 350366 (+16)

4.9% less ownership

Funds ownership: 95.09%90.19% (-4.9%)

Holders
366
Holders Change
+16
Holders Change %
+4.57%
% of All Funds
4.51%
Holding in Top 10
59
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.32%
% of All Funds
0.73%
New
50
Increased
200
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Infinity Wealth Counsel
Ohio
$979K +$18.9K +525 +2%
IA
227
IFP Advisors
Florida
$973K
CPA
228
Cardiff Park Advisors
California
$965K -$65.7K -1,824 -6%
Morgan Stanley
229
Morgan Stanley
New York
$945K +$405K +11,248 +74%
FIT
230
Financially in Tune
Massachusetts
$940K +$1.01K +28 +0.1%
CL
231
Choreo LLC
Illinois
$920K -$23.5K -651 -2%
SA
232
Seneschal Advisors
Washington
$894K +$95.6K +2,654 +12%
DWT
233
Dorsey & Whitney Trust
South Dakota
$872K +$12.7K +352 +1%
OIM
234
Oder Investment Management
California
$847K +$287K +7,966 +51%
VWA
235
Vistica Wealth Advisors
California
$823K -$394K -10,945 -32%
ARA
236
Approach Retirement Advisors
Alabama
$809K +$144 +4 +0%
FFO
237
Fortitude Family Office
Arizona
$804K
LIWM
238
Long Island Wealth Management
New York
$791K +$527K +14,619 +194%
FFG
239
Forum Finance Group
$770K +$964K +26,751 New
MWM
240
Mission Wealth Management
California
$769K +$46.9K +1,303 +6%
OPAM
241
Ocean Park Asset Management
California
$761K +$767K +21,300 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$739K +$466K +12,935 +167%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$735K -$1.49M -41,471 -67%
PWM
244
Perigon Wealth Management
California
$733K -$5.95K -165 -0.8%
WTA
245
Washington Trust Advisors
Massachusetts
$717K +$1.77K +49 +0.2%
MWM
246
Momentous Wealth Management
Washington
$707K -$191K -5,312 -21%
PWP
247
Ponta Wealth Partners
Florida
$707K -$328K -9,091 -31%
PAM
248
Pacific Asset Management
Washington
$705K +$90.3K +2,506 +15%
TWP
249
Tyche Wealth Partners
Texas
$690K +$696K +19,316 New
EB
250
Eastern Bank
Massachusetts
$684K -$468K -12,976 -40%