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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
AA
326
Ancora Advisors
Ohio
$63.3K
Fidelity Investments
327
Fidelity Investments
Massachusetts
$57K
AA
328
Addison Advisors
Vermont
$57K -$4.83K -145 -8%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$54.8K +$53.3K +1,601 New
DF
330
DecisionPoint Financial
Arizona
$41.5K +$167 +5 +0.4%
CTWM
331
Cherry Tree Wealth Management
Minnesota
$39.8K +$1.4K +42 +4%
TWM
332
Topsail Wealth Management
North Carolina
$32.8K
PCA
333
Providence Capital Advisors
North Carolina
$29K
PWAM
334
Private Wealth Asset Management
Iowa
$28.5K +$27.8K +834 New
MPW
335
MASECO Private Wealth
$26.9K
CA
336
Clearstead Advisors
Ohio
$24.9K
SRCM
337
Signature Resources Capital Management
California
$22.3K
VWM
338
Vermillion Wealth Management
Minnesota
$21.1K +$67 +2 +0.3%
NSG
339
Nalls Sherbakoff Group
Tennessee
$18.3K +$67 +2 +0.4%
GTAM
340
Global Trust Asset Management
Florida
$13.6K -$21.5K -645 -62%
CWP
341
Concord Wealth Partners
Virginia
$10.8K +$5.03K +151 +92%
SWM
342
SHP Wealth Management
Massachusetts
$7.87K +$7.66K +230 New
UBS Group
343
UBS Group
Switzerland
$6.47K +$6.3K +189 New
EWA
344
EverSource Wealth Advisors
Alabama
$5.99K -$16.8K -505 -74%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$5.68K +$5.53K +166 New
CWM
346
Cranbrook Wealth Management
Michigan
$2.26K +$2.2K +66 New
MWA
347
Medallion Wealth Advisors
Connecticut
$1.2K
Simplex Trading
348
Simplex Trading
Illinois
$547 -$1.43K -43 -73%
ETC
349
Exchange Traded Concepts
Oklahoma
$411 -$533 -16 -57%
RDFA
350
Ritter Daniher Financial Advisory
Ohio
$208