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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
VWM
351
Vermillion Wealth Management
Minnesota
$34.8K +$12.9K +359 +58%
TWM
352
Topsail Wealth Management
North Carolina
$34.2K
HFS
353
Horizon Financial Services
North Carolina
$30.4K +$30.7K +851 New
PCA
354
Providence Capital Advisors
North Carolina
$30.3K
MPW
355
MASECO Private Wealth
$28K
SRCM
356
Signature Resources Capital Management
California
$23.2K
GTAM
357
Global Trust Asset Management
Florida
$14.2K
Jones Financial Companies
358
Jones Financial Companies
Missouri
$13.9K +$14.2K +393 New
Simplex Trading
359
Simplex Trading
Illinois
$9.68K +$9.19K +255 +1,594%
SWM
360
SHP Wealth Management
Massachusetts
$8.21K
EWA
361
EverSource Wealth Advisors
Alabama
$8.05K +$1.8K +50 +29%
Wells Fargo
362
Wells Fargo
California
$5.71K -$73.2K -2,032 -93%
VAI
363
Vanguard Advisers Inc
Pennsylvania
$5.71K +$5.76K +160 New
AT
364
Arlington Trust
Alabama
$5.04K +$5.08K +141 New
LG
365
LAM Group
Oregon
$1.79K +$1.8K +50 New
MWA
366
Medallion Wealth Advisors
Connecticut
$1.25K
S
367
SignatureFD
Georgia
$2
SCM
368
SOL Capital Management
Maryland
-$2.2M -64,297 Closed
MWM
369
McMill Wealth Management
Nebraska
-$1.8M -52,730 Closed
AWM
370
Axxcess Wealth Management
California
-$626K -18,310 Closed
Truist Financial
371
Truist Financial
North Carolina
-$601K -17,572 Closed
TRCT
372
Tower Research Capital (TRC)
New York
-$554K -16,182 Closed
LMFP
373
Larry Mathis Financial Planning
Arizona
-$539K -15,751 Closed
Jane Street
374
Jane Street
New York
-$439K -12,829 Closed
IA
375
IFG Advisory
Georgia
-$426K -12,455 Closed