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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
PWMG
326
Pioneer Wealth Management Group
Texas
$224K
FWM
327
Fonville Wealth Management
Virginia
$219K
RIP
328
RAM Investment Partners
Washington
$216K -$112K -3,097 -34%
CA
329
Cornerstone Advisory
Maryland
$212K +$214K +5,939 New
LW
330
Lauer Wealth
Indiana
$212K +$207K +5,750 New
CPA
331
Capital Performance Advisors
California
$211K -$10.6K -295 -5%
SWMG
332
Signature Wealth Management Group
Georgia
$209K +$211K +5,857 New
SAM
333
Smartleaf Asset Management
Massachusetts
$207K -$10.6K -295 -5%
VAG
334
VisionPoint Advisory Group
Texas
$207K +$209K +5,807 New
CSP
335
Cary Street Partners
Virginia
$174K -$26.7K -741 -13%
IAAG
336
Innovative Asset Advisors Group
Connecticut
$173K +$175K +4,858 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$158K +$27K +749 +20%
AC
338
AlphaCore Capital
California
$139K +$144 +4 +0.1%
AF
339
Advisornet Financial
Minnesota
$113K
Fidelity Investments
340
Fidelity Investments
Massachusetts
$105K +$45.6K +1,266 +76%
SPIA
341
Steward Partners Investment Advisory
New York
$104K -$36 -1 -0%
DF
342
DecisionPoint Financial
Arizona
$96.9K +$54.1K +1,501 +124%
US Bancorp
343
US Bancorp
Minnesota
$85.7K +$86.5K +2,400 New
MCM
344
MAI Capital Management
Ohio
$85.3K +$2.23K +62 +3%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$69.1K
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$57.2K +$36 +1 +0.1%
AA
347
Addison Advisors
Vermont
$42.3K -$17.3K -480 -29%
AWM
348
Angeles Wealth Management
California
$41K +$41.3K +1,147 New
CTWM
349
Cherry Tree Wealth Management
Minnesota
$40.4K -$1.12K -31 -3%
RF
350
Rossby Financial
Florida
$38.7K +$38.9K +1,080 New