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Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
Mariner
27
Mariner
Kansas
$40.6M
DWP
28
Destiny Wealth Partners
Florida
$36.2M
Bank of America
29
Bank of America
North Carolina
$34.2M
TH
30
Team Hewins
California
$33.7M
GOCP
31
Great Oak Capital Partners
Massachusetts
$33.6M
OIA
32
OneDigital Investment Advisors
Kansas
$33.5M
LFP
33
Lakeshore Financial Planning
Michigan
$33.3M
DPI
34
Diversified Portfolios Inc
Michigan
$32.7M
EFP
35
EnRich Financial Partners
Wisconsin
$32.4M
AIM
36
Acropolis Investment Management
Missouri
$32.4M
TWM
37
Tumwater Wealth Management
Idaho
$32M
WC
38
Waterloo Capital
Texas
$30.1M
LW
39
Linscomb Wealth
Texas
$29.9M
W
40
WPWealth
Texas
$29.5M
Betterment LLC
41
Betterment LLC
New York
$29M
ACC
42
Acorn Creek Capital
Colorado
$28.3M
Raymond James Financial
43
Raymond James Financial
Florida
$28M
FVIM
44
Fort Vancouver Investment Management
Washington
$27.9M
TFG
45
Tilson Financial Group
New Jersey
$27.9M
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$27.2M
WA
47
Wealth Architects
California
$24.9M
TFA
48
Tobias Financial Advisors
Florida
$24.7M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$24.6M
EA
50
Eclectic Associates
California
$23.9M