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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
CIP
301
Capital Insight Partners
Arizona
$240K
FC
302
Family CFO
California
$236K
FCM
303
Fortis Capital Management
Washington
$235K
THL
304
Tillman Hartley LLC
Colorado
$224K
DFS
305
Dixon Fnancial Services
California
$224K
AFAS
306
Acorn Financial Advisory Services
Virginia
$219K
PWMG
307
Pioneer Wealth Management Group
Texas
$215K
SAM
308
Smartleaf Asset Management
Massachusetts
$214K
CPA
309
Capital Performance Advisors
California
$212K
FWM
310
Fonville Wealth Management
Virginia
$210K
OCA
311
OpenArc Corporate Advisory
Georgia
$208K
M
312
MATAURO
New York
$202K
VWA
313
VSM Wealth Advisory
Maryland
$199K
CSP
314
Cary Street Partners
Virginia
$192K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$169K
GRP
316
Global Retirement Partners
California
$137K
AC
317
AlphaCore Capital
California
$134K
SAM
318
S.A. Mason
Michigan
$128K
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$126K
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
PFBT
325
Parkside Financial Bank & Trust
Missouri
$66.2K