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Dimensional US Large Cap Value ETF

344 hedge funds and large institutions have $4.14B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 192 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$692K
WTA
227
Washington Trust Advisors
Massachusetts
$685K
CPW
228
Cogent Private Wealth
Florida
$651K
5NPW
229
55 North Private Wealth
Florida
$638K
OC
230
Optima Capital
Oregon
$633K
MA
231
McGrath & Associates
North Carolina
$629K
AWM
232
Axxcess Wealth Management
California
$626K
Truist Financial
233
Truist Financial
North Carolina
$601K
PWM
234
Parkshore Wealth Management
California
$597K
PAM
235
Pacific Asset Management
Washington
$590K
NGA
236
Naples Global Advisors
Florida
$574K
TC
237
TAGStone Capital
North Carolina
$560K
TRCT
238
Tower Research Capital (TRC)
New York
$554K
OFS
239
Opus Financial Solutions
Illinois
$540K
OIM
240
Oder Investment Management
California
$539K
Morgan Stanley
241
Morgan Stanley
New York
$520K
SWGC
242
Summit Wealth Group (Colorado)
Colorado
$512K
AWM
243
Austin Wealth Management
Texas
$511K
FWMP
244
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$511K
CIAS
245
CFS Investment Advisory Services
New Jersey
$500K
EWA
246
EQ Wealth Advisors
Texas
$497K
WWA
247
Wingate Wealth Advisors
Massachusetts
$496K
ADL
248
Asset Dedication LLC
California
$494K
SM
249
Sensible Money
Arizona
$494K
MWM
250
Melfa Wealth Management
Massachusetts
$491K