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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$40.6M +$6.07M +168,537 +17%
Mariner
27
Mariner
Kansas
$40.6M +$6.97M +193,410 +21%
DWP
28
Destiny Wealth Partners
Florida
$36.2M -$746K -20,699 -2%
Bank of America
29
Bank of America
North Carolina
$34.2M -$275K -7,624 -0.8%
TH
30
Team Hewins
California
$33.7M +$1.05M +29,135 +3%
GOCP
31
Great Oak Capital Partners
Massachusetts
$33.6M +$729K +20,223 +2%
OIA
32
OneDigital Investment Advisors
Kansas
$33.5M +$42.8K +1,188 +0.1%
LFP
33
Lakeshore Financial Planning
Michigan
$33.3M +$15M +415,211 +80%
DPI
34
Diversified Portfolios Inc
Michigan
$32.7M +$5.34M +148,308 +19%
EFP
35
EnRich Financial Partners
Wisconsin
$32.4M -$932K -25,864 -3%
AIM
36
Acropolis Investment Management
Missouri
$32.4M +$330K +9,169 +1%
TWM
37
Tumwater Wealth Management
Idaho
$32M +$123K +3,413 +0.4%
WC
38
Waterloo Capital
Texas
$30.1M +$30.4M +843,190 New
LW
39
Linscomb Wealth
Texas
$29.9M +$16.5M +457,813 +120%
W
40
WPWealth
Texas
$29.5M -$2.2M -61,055 -7%
Betterment LLC
41
Betterment LLC
New York
$29M +$2.54M +70,492 +10%
ACC
42
Acorn Creek Capital
Colorado
$28.3M -$65.6K -1,820 -0.2%
Raymond James Financial
43
Raymond James Financial
Florida
$28M +$2.96M +82,096 +12%
FVIM
44
Fort Vancouver Investment Management
Washington
$27.9M +$1.41M +39,203 +5%
TFG
45
Tilson Financial Group
New Jersey
$27.9M +$606K +16,812 +2%
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$27.2M +$2.98M +82,618 +12%
WA
47
Wealth Architects
California
$24.9M +$1.27M +35,363 +5%
TFA
48
Tobias Financial Advisors
Florida
$24.7M +$3.29M +91,213 +15%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$24.6M -$18.7M -519,506 -43%
EA
50
Eclectic Associates
California
$23.9M +$5.8M +160,954 +32%