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Dimensional US Large Cap Value ETF

347 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 59 funds opening new positions, 193 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Melfa Wealth Management
Massachusetts
$491K
TWP
252
Triad Wealth Partners
Kansas
$488K
RFP
253
RCS Financial Planning
Maryland
$476K
W
254
WorthPointe
California
$474K
CMBA
255
C.M. Bidwell & Associates
Hawaii
$471K
AQR Capital Management
256
AQR Capital Management
Connecticut
$462K
MFA
257
McClarren Financial Advisors
Pennsylvania
$456K
HH
258
Hilltop Holdings
Texas
$455K
Jane Street
259
Jane Street
New York
$439K
WF
260
Warner Financial
Maryland
$437K
SFC
261
SYM Financial Corp
Indiana
$428K
IA
262
IFG Advisory
Georgia
$426K
MMPW
263
Mitchell McLeod Pugh & Williams
Alabama
$423K
TIM
264
Tortoise Investment Management
New York
$404K
CCM
265
Cloud Capital Management
Washington
$402K
HI
266
Harbour Investments
Wisconsin
$392K
BCA
267
Bay Colony Advisors
Massachusetts
$387K
WMN
268
Wealth Management Nebraska
Nebraska
$381K
CWA
269
Canvas Wealth Advisors
Kansas
$380K
TCRG
270
Twin Cities Retirement Group
Minnesota
$376K
KAM
271
KEB Asset Management
Illinois
$374K
IAG
272
Investment Advisory Group
Massachusetts
$370K
BCI
273
Brinker Capital Investments
Pennsylvania
$369K
SCA
274
Strathmore Capital Advisors
North Carolina
$362K
CAM
275
Clark Asset Management
New Hampshire
$357K