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Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Cardiff Park Advisors
California
$965K
Morgan Stanley
227
Morgan Stanley
New York
$945K
FIT
228
Financially in Tune
Massachusetts
$940K
CL
229
Choreo LLC
Illinois
$920K
SA
230
Seneschal Advisors
Washington
$894K
DWT
231
Dorsey & Whitney Trust
South Dakota
$872K
OIM
232
Oder Investment Management
California
$847K
VWA
233
Vistica Wealth Advisors
California
$823K
ARA
234
Approach Retirement Advisors
Alabama
$809K
FFO
235
Fortitude Family Office
Arizona
$804K
LIWM
236
Long Island Wealth Management
New York
$791K
FFG
237
Forum Finance Group
$770K
MWM
238
Mission Wealth Management
California
$769K
OPAM
239
Ocean Park Asset Management
California
$761K
Baird Financial Group
240
Baird Financial Group
Wisconsin
$739K
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$735K
PWM
242
Perigon Wealth Management
California
$733K
WTA
243
Washington Trust Advisors
Massachusetts
$717K
MWM
244
Momentous Wealth Management
Washington
$707K
PWP
245
Ponta Wealth Partners
Florida
$707K
PAM
246
Pacific Asset Management
Washington
$705K
TWP
247
Tyche Wealth Partners
Texas
$690K
EB
248
Eastern Bank
Massachusetts
$684K
PWM
249
Parkshore Wealth Management
California
$678K
TIM
250
Tortoise Investment Management
New York
$672K