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Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Cornerstone Advisory
Maryland
$212K
LW
327
Lauer Wealth
Indiana
$212K
CPA
328
Capital Performance Advisors
California
$211K
SWMG
329
Signature Wealth Management Group
Georgia
$209K
SAM
330
Smartleaf Asset Management
Massachusetts
$207K
VAG
331
VisionPoint Advisory Group
Texas
$207K
NA
332
NewEdge Advisors
Louisiana
$188K
CSP
333
Cary Street Partners
Virginia
$174K
IAAG
334
Innovative Asset Advisors Group
Connecticut
$173K
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$158K
AC
336
AlphaCore Capital
California
$139K
AF
337
Advisornet Financial
Minnesota
$113K
Fidelity Investments
338
Fidelity Investments
Massachusetts
$105K
SPIA
339
Steward Partners Investment Advisory
New York
$104K
DF
340
DecisionPoint Financial
Arizona
$96.9K
US Bancorp
341
US Bancorp
Minnesota
$85.7K
MCM
342
MAI Capital Management
Ohio
$85.3K
PFBT
343
Parkside Financial Bank & Trust
Missouri
$69.1K
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$57.2K
AA
345
Addison Advisors
Vermont
$42.3K
AWM
346
Angeles Wealth Management
California
$41K
CTWM
347
Cherry Tree Wealth Management
Minnesota
$40.4K
RF
348
Rossby Financial
Florida
$38.7K
VWM
349
Vermillion Wealth Management
Minnesota
$34.8K
TWM
350
Topsail Wealth Management
North Carolina
$34.2K