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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
CIAS
276
CFS Investment Advisory Services
New Jersey
$478K -$65.5K -1,818 -12%
MFA
277
McClarren Financial Advisors
Pennsylvania
$476K +$317K +8,787 +407%
SFC
278
SYM Financial Corp
Indiana
$446K
KP
279
Keel Point
Alabama
$442K +$446K +12,382 New
RCM
280
RB Capital Management
Nevada
$440K +$73.5K +2,040 +20%
SCTC
281
Sanibel Captiva Trust Company
Florida
$440K +$444K +12,317 New
CAM
282
Cresset Asset Management
Illinois
$439K +$442K +12,280 New
RFP
283
RCS Financial Planning
Maryland
$415K -$82.1K -2,279 -16%
SNBOSCI
284
Security National Bank of Sioux City Iowa
Iowa
$415K +$419K +11,618 New
MMPW
285
Mitchell McLeod Pugh & Williams
Alabama
$391K -$17.6K -488 -4%
KAM
286
KEB Asset Management
Illinois
$391K
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
$389K +$392K +10,887 New
TWP
288
Triad Wealth Partners
Kansas
$389K -$122K -3,374 -24%
IAG
289
Investment Advisory Group
Massachusetts
$387K +$72 +2 +0%
TCRG
290
Twin Cities Retirement Group
Minnesota
$384K -$9.26K -257 -2%
AFG
291
Atomi Financial Group
New York
$364K +$367K +10,193 New
5NPW
292
55 North Private Wealth
Florida
$364K -$305K -8,471 -45%
CWA
293
Canvas Wealth Advisors
Kansas
$354K -$43.3K -1,202 -11%
HP
294
Haven Private
Florida
$353K +$357K +9,895 New
VWA
295
Valued Wealth Advisors
Utah
$353K +$356K +9,874 +164,567%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$350K +$176K +4,882 +99%
AWM
297
Austin Wealth Management
Texas
$345K -$177K -4,905 -34%
LWM
298
LJI Wealth Management
Indiana
$345K -$1.02M -28,408 -75%
TWM
299
TRB Wealth Management
Texas
$345K +$348K +9,653 New
SF
300
Summit Financial
New Jersey
$338K +$1.26K +35 +0.4%