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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

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

185% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 68

43% more funds holding in top 10

Funds holding in top 10: 3753 (+16)

27% more capital invested

Capital invested by funds: $3.43B → $4.35B (+$926M)

14.07% more ownership

Funds ownership: 81.02%95.09% (+14%)

14% more funds holding

Funds holding: 308350 (+42)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
350
Holders Change
+42
Holders Change %
+13.64%
% of All Funds
4.26%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.64%
New
60
Increased
194
Reduced
68
Closed
14
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Capital Insight Partners
Arizona
$240K +$234K +7,030 New
FC
302
Family CFO
California
$236K
FCM
303
Fortis Capital Management
Washington
$235K +$229K +6,869 New
THL
304
Tillman Hartley LLC
Colorado
$224K +$218K +6,553 New
DFS
305
Dixon Fnancial Services
California
$224K +$218K +6,544 New
AFAS
306
Acorn Financial Advisory Services
Virginia
$219K +$213K +6,408 New
PWMG
307
Pioneer Wealth Management Group
Texas
$215K
SAM
308
Smartleaf Asset Management
Massachusetts
$214K +$207K +6,210 New
CPA
309
Capital Performance Advisors
California
$212K -$2.27K -68 -1%
FWM
310
Fonville Wealth Management
Virginia
$210K
OCA
311
OpenArc Corporate Advisory
Georgia
$208K +$202K +6,068 New
M
312
MATAURO
New York
$202K +$197K +5,903 New
VWA
313
VSM Wealth Advisory
Maryland
$199K
CSP
314
Cary Street Partners
Virginia
$192K -$19.2K -575 -9%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$169K +$151K +4,520 +1,111%
GRP
316
Global Retirement Partners
California
$137K +$67.5K +2,026 +102%
AC
317
AlphaCore Capital
California
$134K +$133 +4 +0.1%
SAM
318
S.A. Mason
Michigan
$128K +$125K +3,749 New
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$126K +$19.4K +583 +19%
AF
320
Advisornet Financial
Minnesota
$108K
SPIA
321
Steward Partners Investment Advisory
New York
$99.4K
HNB
322
Huntington National Bank
Ohio
$82.2K
MCM
323
MAI Capital Management
Ohio
$79.6K
Wells Fargo
324
Wells Fargo
California
$75K +$67K +2,012 +1,118%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$66.2K -$5.83K -175 -8%