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Dimensional US Large Cap Value ETF

344 hedge funds and large institutions have $4.14B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 192 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
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
PFG
26
Premier Financial Group
California
$39M
DWP
27
Destiny Wealth Partners
Florida
$37M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$33.1M
Bank of America
29
Bank of America
North Carolina
$33M
EWA
30
Exencial Wealth Advisors
Oklahoma
$32.4M
Mariner
31
Mariner
Kansas
$32.2M
OIA
32
OneDigital Investment Advisors
Kansas
$32M
EFP
33
EnRich Financial Partners
Wisconsin
$32M
TH
34
Team Hewins
California
$31.3M
GOCP
35
Great Oak Capital Partners
Massachusetts
$30.9M
AIM
36
Acropolis Investment Management
Missouri
$30.7M
TWM
37
Tumwater Wealth Management
Idaho
$30.5M
W
38
WPWealth
Texas
$30.3M
ACC
39
Acorn Creek Capital
Colorado
$27.1M
DPI
40
Diversified Portfolios Inc
Michigan
$26.3M
TFG
41
Tilson Financial Group
New Jersey
$26.2M
FVIM
42
Fort Vancouver Investment Management
Washington
$25.4M
Betterment LLC
43
Betterment LLC
New York
$25.3M
Raymond James Financial
44
Raymond James Financial
Florida
$24M
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$23.2M
WA
46
Wealth Architects
California
$22.6M
SHF
47
Stage Harbor Financial
Massachusetts
$21.6M
TFA
48
Tobias Financial Advisors
Florida
$20.5M
TAWM
49
Three Arch Wealth Management
California
$20.5M
HIF
50
Hill Island Financial
Michigan
$20.3M