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Dimensional US Large Cap Value ETF

344 hedge funds and large institutions have $4.14B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 192 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
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
SF
276
Summit Financial
New Jersey
$323K
GM
277
GeoWealth Management
Illinois
$318K
HF
278
HRT Financial
New York
$316K
FAT
279
First American Trust
California
$315K
KCWM
280
Kane Co Wealth Management
Iowa
$314K
RIP
281
RAM Investment Partners
Washington
$313K
DFP
282
Donalies Financial Planning
District of Columbia
$312K
MFIM
283
Mesirow Financial Investment Management
Illinois
$311K
OA
284
Operose Advisors
Wisconsin
$310K
TSWM
285
Triangle Securities Wealth Management
North Carolina
$310K
PA
286
Prosperity Advisers
Pennsylvania
$307K
AFO
287
Aurelius Family Office
New Hampshire
$306K
QWM
288
Quadcap Wealth Management
Texas
$291K
AFG
289
ABLE Financial Group
Arizona
$270K
SWP
290
Stratos Wealth Partners
Ohio
$268K
Baird Financial Group
291
Baird Financial Group
Wisconsin
$266K
FCP
292
Fidelis Capital Partners
Florida
$263K
ME
293
McIlrath & Eck
Washington
$262K
LIWM
294
Long Island Wealth Management
New York
$257K
BlackRock
295
BlackRock
New York
$251K
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$249K
DAS
297
Dynamic Advisor Solutions
Arizona
$241K
CIP
298
Capital Insight Partners
Arizona
$240K
FC
299
Family CFO
California
$236K
FCM
300
Fortis Capital Management
Washington
$235K