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Dimensional US Large Cap Value ETF

350 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 60 funds opening new positions, 194 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

185% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 68

43% more funds holding in top 10

Funds holding in top 10: 3753 (+16)

27% more capital invested

Capital invested by funds: $3.43B → $4.35B (+$926M)

14.07% more ownership

Funds ownership: 81.02%95.09% (+14%)

14% more funds holding

Funds holding: 308350 (+42)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
350
Holders Change
+42
Holders Change %
+13.64%
% of All Funds
4.26%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.64%
New
60
Increased
194
Reduced
68
Closed
14
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
26
Premier Financial Group
California
$39M +$131K +3,927 +0.3%
DWP
27
Destiny Wealth Partners
Florida
$37M +$2.07M +62,120 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$33.1M +$31.9M +958,819 +10,014%
Bank of America
29
Bank of America
North Carolina
$33M +$2.09M +62,809 +7%
EWA
30
Exencial Wealth Advisors
Oklahoma
$32.4M +$6.12M +183,777 +24%
Mariner
31
Mariner
Kansas
$32.2M +$5.89M +176,841 +23%
OIA
32
OneDigital Investment Advisors
Kansas
$32M +$38.3K +1,150 +0.1%
EFP
33
EnRich Financial Partners
Wisconsin
$32M -$171K -5,127 -0.5%
TH
34
Team Hewins
California
$31.3M +$1.45M +43,473 +5%
GOCP
35
Great Oak Capital Partners
Massachusetts
$30.9M +$400K +12,022 +1%
AIM
36
Acropolis Investment Management
Missouri
$30.7M +$3.38M +101,427 +13%
TWM
37
Tumwater Wealth Management
Idaho
$30.5M +$1.19M +35,632 +4%
W
38
WPWealth
Texas
$30.3M -$5.42M -162,712 -16%
ACC
39
Acorn Creek Capital
Colorado
$27.1M +$526K +15,788 +2%
DPI
40
Diversified Portfolios Inc
Michigan
$26.3M +$1.03M +30,816 +4%
TFG
41
Tilson Financial Group
New Jersey
$26.2M +$885K +26,561 +4%
FVIM
42
Fort Vancouver Investment Management
Washington
$25.4M +$1.06M +31,697 +4%
Betterment LLC
43
Betterment LLC
New York
$25.3M +$2.24M +67,135 +10%
Raymond James Financial
44
Raymond James Financial
Florida
$24M +$20.2M +604,992 +620%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$23.2M +$3.12M +93,723 +16%
WA
46
Wealth Architects
California
$22.6M +$1.84M +55,148 +9%
SHF
47
Stage Harbor Financial
Massachusetts
$21.6M +$894K +26,839 +4%
TFA
48
Tobias Financial Advisors
Florida
$20.5M +$2.51M +75,203 +14%
TAWM
49
Three Arch Wealth Management
California
$20.5M +$19.9M +598,695 New
HIF
50
Hill Island Financial
Michigan
$20.3M +$635K +19,067 +3%