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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
CPW
251
Cogent Private Wealth
Florida
$668K
CCM
252
Cloud Capital Management
Washington
$664K
OC
253
Optima Capital
Oregon
$661K
EFG
254
Everest Financial Group
Minnesota
$616K
TSWM
255
Triangle Securities Wealth Management
North Carolina
$610K
NGA
256
Naples Global Advisors
Florida
$600K
TC
257
TAGStone Capital
North Carolina
$588K
WMN
258
Wealth Management Nebraska
Nebraska
$578K
W
259
WorthPointe
California
$573K
SCA
260
Strathmore Capital Advisors
North Carolina
$565K
OFS
261
Opus Financial Solutions
Illinois
$554K
CMBA
262
C.M. Bidwell & Associates
Hawaii
$553K
BCA
263
Bay Colony Advisors
Massachusetts
$550K
CAM
264
Clark Asset Management
New Hampshire
$545K
SWGC
265
Summit Wealth Group (Colorado)
Colorado
$534K
FWMP
266
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$533K
SM
267
Sensible Money
Arizona
$527K
WWA
268
Wingate Wealth Advisors
Massachusetts
$520K
ADL
269
Asset Dedication LLC
California
$517K
EWA
270
EQ Wealth Advisors
Texas
$517K
WF
271
Warner Financial
Maryland
$513K
MWM
272
Melfa Wealth Management
Massachusetts
$512K
EFG
273
Everhart Financial Group
Ohio
$496K
CIAS
274
CFS Investment Advisory Services
New Jersey
$478K
MFA
275
McClarren Financial Advisors
Pennsylvania
$476K