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Dimensional US Large Cap Value ETF

347 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 59 funds opening new positions, 193 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
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
AA
326
Addison Advisors
Vermont
$57K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$54.8K
DF
328
DecisionPoint Financial
Arizona
$41.5K
CTWM
329
Cherry Tree Wealth Management
Minnesota
$39.8K
TWM
330
Topsail Wealth Management
North Carolina
$32.8K
PCA
331
Providence Capital Advisors
North Carolina
$29K
PWAM
332
Private Wealth Asset Management
Iowa
$28.5K
MPW
333
MASECO Private Wealth
$26.9K
CA
334
Clearstead Advisors
Ohio
$24.9K
SRCM
335
Signature Resources Capital Management
California
$22.3K
VWM
336
Vermillion Wealth Management
Minnesota
$21.1K
NSG
337
Nalls Sherbakoff Group
Tennessee
$18.3K
GTAM
338
Global Trust Asset Management
Florida
$13.6K
CWP
339
Concord Wealth Partners
Virginia
$10.8K
SWM
340
SHP Wealth Management
Massachusetts
$7.87K
UBS Group
341
UBS Group
Switzerland
$6.47K
EWA
342
EverSource Wealth Advisors
Alabama
$5.99K
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$5.68K
CWM
344
Cranbrook Wealth Management
Michigan
$2.26K
Simplex Trading
345
Simplex Trading
Illinois
$547
ETC
346
Exchange Traded Concepts
Oklahoma
$411
RDFA
347
Ritter Daniher Financial Advisory
Ohio
$208
VWA
348
Valued Wealth Advisors
Utah
$206
S
349
SignatureFD
Georgia
$1
Renaissance Technologies
350
Renaissance Technologies
New York