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Dimensional US Large Cap Value ETF

350 hedge funds and large institutions have $4.35B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

185% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 68

43% more funds holding in top 10

Funds holding in top 10: 3753 (+16)

27% more capital invested

Capital invested by funds: $3.43B → $4.35B (+$926M)

14.07% more ownership

Funds ownership: 81.02%95.09% (+14%)

14% more funds holding

Funds holding: 308350 (+42)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
350
Holders Change
+42
Holders Change %
+13.64%
% of All Funds
4.26%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.64%
New
60
Increased
194
Reduced
68
Closed
14
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$692K +$674K +20,228 New
WTA
227
Washington Trust Advisors
Massachusetts
$685K +$1.77K +53 +0.3%
CPW
228
Cogent Private Wealth
Florida
$651K +$634K +19,041 New
5NPW
229
55 North Private Wealth
Florida
$638K +$622K +18,662 New
OC
230
Optima Capital
Oregon
$633K
MA
231
McGrath & Associates
North Carolina
$629K +$18.1K +544 +3%
AWM
232
Axxcess Wealth Management
California
$626K +$610K +18,310 New
Truist Financial
233
Truist Financial
North Carolina
$601K
PWM
234
Parkshore Wealth Management
California
$597K +$35.5K +1,067 +7%
PAM
235
Pacific Asset Management
Washington
$590K +$331K +9,928 +136%
NGA
236
Naples Global Advisors
Florida
$574K
TC
237
TAGStone Capital
North Carolina
$560K +$92.8K +2,785 +21%
TRCT
238
Tower Research Capital (TRC)
New York
$554K +$539K +16,182 New
OFS
239
Opus Financial Solutions
Illinois
$540K +$526K +15,782 New
LMFP
240
Larry Mathis Financial Planning
Arizona
$539K +$525K +15,751 New
OIM
241
Oder Investment Management
California
$539K +$74.6K +2,238 +17%
Morgan Stanley
242
Morgan Stanley
New York
$520K +$219K +6,579 +76%
SWGC
243
Summit Wealth Group (Colorado)
Colorado
$512K +$498K +14,961 New
AWM
244
Austin Wealth Management
Texas
$511K -$292K -8,772 -38%
FWMP
245
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$511K
CIAS
246
CFS Investment Advisory Services
New Jersey
$500K
EWA
247
EQ Wealth Advisors
Texas
$497K -$3.8K -114 -0.8%
WWA
248
Wingate Wealth Advisors
Massachusetts
$496K +$1.9K +57 +0.4%
ADL
249
Asset Dedication LLC
California
$494K +$1.7K +51 +0.4%
SM
250
Sensible Money
Arizona
$494K +$1.7K +51 +0.4%