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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
Holders
350
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
RCM
276
RB Capital Management
Nevada
$352K
SF
277
Summit Financial
New Jersey
$323K
GM
278
GeoWealth Management
Illinois
$318K
HF
279
HRT Financial
New York
$316K
FAT
280
First American Trust
California
$315K
KCWM
281
Kane Co Wealth Management
Iowa
$314K
RIP
282
RAM Investment Partners
Washington
$313K
DFP
283
Donalies Financial Planning
District of Columbia
$312K
MKWI
284
Mullaney, Keating & Wright, Inc.
Connecticut
$311K
MFIM
285
Mesirow Financial Investment Management
Illinois
$311K
OA
286
Operose Advisors
Wisconsin
$310K
TSWM
287
Triangle Securities Wealth Management
North Carolina
$310K
PA
288
Prosperity Advisers
Pennsylvania
$307K
AFO
289
Aurelius Family Office
New Hampshire
$306K
TFA
290
TrustWell Financial Advisors
Florida
$295K
QWM
291
Quadcap Wealth Management
Texas
$291K
AFG
292
ABLE Financial Group
Arizona
$270K
SWP
293
Stratos Wealth Partners
Ohio
$268K
Baird Financial Group
294
Baird Financial Group
Wisconsin
$266K
FCP
295
Fidelis Capital Partners
Florida
$263K
ME
296
McIlrath & Eck
Washington
$262K
LIWM
297
Long Island Wealth Management
New York
$257K
BlackRock
298
BlackRock
New York
$251K
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$249K
DAS
300
Dynamic Advisor Solutions
Arizona
$241K