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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
251
Melfa Wealth Management
Massachusetts
$491K -$33.3K -1,000 -7%
TWP
252
Triad Wealth Partners
Kansas
$488K -$46.3K -1,391 -9%
RFP
253
RCS Financial Planning
Maryland
$476K
W
254
WorthPointe
California
$474K +$461K +13,852 New
CMBA
255
C.M. Bidwell & Associates
Hawaii
$471K +$8.63K +259 +2%
AQR Capital Management
256
AQR Capital Management
Connecticut
$462K +$134K +4,022 +42%
MFA
257
McClarren Financial Advisors
Pennsylvania
$456K -$225K -6,748 -76%
HH
258
Hilltop Holdings
Texas
$455K -$119K -3,581 -21%
Jane Street
259
Jane Street
New York
$439K -$801K -24,059 -65%
WF
260
Warner Financial
Maryland
$437K +$1.67K +50 +0.4%
SFC
261
SYM Financial Corp
Indiana
$428K
IA
262
IFG Advisory
Georgia
$426K -$8.1K -243 -2%
MMPW
263
Mitchell McLeod Pugh & Williams
Alabama
$423K +$366 +11 +0.1%
TIM
264
Tortoise Investment Management
New York
$404K
CCM
265
Cloud Capital Management
Washington
$402K +$1.1K +33 +0.3%
HI
266
Harbour Investments
Wisconsin
$392K +$356K +10,685 +1,404%
BCA
267
Bay Colony Advisors
Massachusetts
$387K +$5.16K +155 +1%
WMN
268
Wealth Management Nebraska
Nebraska
$381K +$966 +29 +0.3%
CWA
269
Canvas Wealth Advisors
Kansas
$380K +$40K +1,202 +12%
TCRG
270
Twin Cities Retirement Group
Minnesota
$376K +$366K +10,998 New
KAM
271
KEB Asset Management
Illinois
$374K +$82.2K +2,469 +29%
IAG
272
Investment Advisory Group
Massachusetts
$370K +$361K +10,830 New
BCI
273
Brinker Capital Investments
Pennsylvania
$369K +$359K +10,789 New
SCA
274
Strathmore Capital Advisors
North Carolina
$362K +$13.8K +414 +4%
CAM
275
Clark Asset Management
New Hampshire
$357K +$348K +10,450 New