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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
GM
301
GeoWealth Management
Illinois
$332K
OA
302
Operose Advisors
Wisconsin
$330K +$6.38K +177 +2%
DFP
303
Donalies Financial Planning
District of Columbia
$325K
MFIM
304
Mesirow Financial Investment Management
Illinois
$325K +$540 +15 +0.2%
MKW
305
Mullaney, Keating & Wright
Connecticut
$325K +$252 +7 +0.1%
DAS
306
Dynamic Advisor Solutions
Arizona
$322K +$70.8K +1,964 +28%
PA
307
Prosperity Advisers
Pennsylvania
$321K +$36 +1 +0%
KCWM
308
Kane Co Wealth Management
Iowa
$312K -$16.2K -449 -5%
SNBOSD
309
Security National Bank of So Dak
Iowa
$309K +$311K +8,645 New
AFO
310
Aurelius Family Office
New Hampshire
$308K -$3.93K -109 -1%
TFA
311
TrustWell Financial Advisors
Florida
$307K
LL
312
LPWM LLC
Minnesota
$304K +$307K +8,508 New
QWM
313
Quadcap Wealth Management
Texas
$302K -$2.05K -57 -0.7%
HH
314
Hilltop Holdings
Texas
$293K -$184K -5,093 -38%
FCP
315
Fidelis Capital Partners
Florida
$276K +$1.04K +29 +0.4%
ME
316
McIlrath & Eck
Washington
$268K -$5.95K -165 -2%
BlackRock
317
BlackRock
New York
$262K
AFG
318
ABLE Financial Group
Arizona
$261K -$21.5K -597 -8%
PCM
319
Passive Capital Management
Maryland
$253K +$256K +7,095 New
DWS
320
Discipline Wealth Solutions
South Carolina
$245K +$247K +6,856 New
DFS
321
Dixon Fnancial Services
California
$244K +$9.98K +277 +4%
CA
322
Calton & Associates
Florida
$239K +$241K +6,689 New
XT
323
XTX Topco
Cayman Islands
$239K +$241K +6,688 New
WWM
324
Western Wealth Management
Colorado
$232K +$234K +6,490 New
HNB
325
Huntington National Bank
Ohio
$227K +$229K +6,369 New