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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
PWM
251
Parkshore Wealth Management
California
$678K +$55.9K +1,551 +9%
TIM
252
Tortoise Investment Management
New York
$672K +$252K +7,000 +59%
CPW
253
Cogent Private Wealth
Florida
$668K -$12.1K -336 -2%
CCM
254
Cloud Capital Management
Washington
$664K +$248K +6,878 +59%
OC
255
Optima Capital
Oregon
$661K
EFG
256
Everest Financial Group
Minnesota
$616K +$622K +17,264 New
TSWM
257
Triangle Securities Wealth Management
North Carolina
$610K +$289K +8,025 +89%
NGA
258
Naples Global Advisors
Florida
$600K
TC
259
TAGStone Capital
North Carolina
$588K +$4.29K +119 +0.7%
WMN
260
Wealth Management Nebraska
Nebraska
$578K +$182K +5,062 +45%
W
261
WorthPointe
California
$573K +$79.3K +2,201 +16%
SCA
262
Strathmore Capital Advisors
North Carolina
$565K +$162K +4,506 +43%
OFS
263
Opus Financial Solutions
Illinois
$554K -$9.55K -265 -2%
CMBA
264
C.M. Bidwell & Associates
Hawaii
$553K +$62K +1,721 +12%
BCA
265
Bay Colony Advisors
Massachusetts
$550K +$148K +4,097 +36%
CAM
266
Clark Asset Management
New Hampshire
$545K +$174K +4,816 +46%
SWGC
267
Summit Wealth Group (Colorado)
Colorado
$534K
FWMP
268
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$533K
SM
269
Sensible Money
Arizona
$527K +$11.8K +327 +2%
WWA
270
Wingate Wealth Advisors
Massachusetts
$520K +$1.91K +53 +0.4%
ADL
271
Asset Dedication LLC
California
$517K +$1.73K +48 +0.3%
EWA
272
EQ Wealth Advisors
Texas
$517K -$2.13K -59 -0.4%
WF
273
Warner Financial
Maryland
$513K +$58.1K +1,612 +13%
MWM
274
Melfa Wealth Management
Massachusetts
$512K
EFG
275
Everhart Financial Group
Ohio
$496K +$500K +13,887 New