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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
SHF
51
Stage Harbor Financial
Massachusetts
$23.8M +$1.24M +34,548 +5%
TAWM
52
Three Arch Wealth Management
California
$22.1M +$680K +18,880 +3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$22M +$16.1M +445,560 +262%
EAM
54
Evanson Asset Management
California
$21.5M +$2.63M +73,112 +14%
HIF
55
Hill Island Financial
Michigan
$21.4M +$179K +4,962 +0.8%
Creative Planning
56
Creative Planning
Kansas
$20.8M +$390K +10,818 +2%
WFA
57
West Financial Advisors
Iowa
$20.4M +$20.6M +571,794 New
CAG
58
Compass Advisory Group
New York
$19.8M +$20M +554,370 New
V
59
VeraBank
Texas
$19.8M +$482K +13,382 +2%
CA
60
Clearstead Advisors
Ohio
$19M +$19.2M +531,505 +73,109%
TFA
61
Trinity Financial Advisors
Ohio
$16.5M +$1.09M +30,173 +7%
Financial Engines Advisors
62
Financial Engines Advisors
California
$15.8M -$134K -3,730 -0.8%
AAM
63
Austin Asset Management
Texas
$15.4M +$75.8K +2,105 +0.5%
SC
64
Schoolcraft Capital
Colorado
$15.3M +$759K +21,067 +5%
FF
65
Foundry Financial
California
$15.2M +$5.13M +142,326 +50%
KFG
66
Kelly Financial Group
Connecticut
$15.1M -$317K -8,791 -2%
JP Morgan Chase
67
JP Morgan Chase
New York
$14.9M -$1.78M -49,285 -10%
DI
68
Disciplined Investments
Oklahoma
$14.2M +$1.68M +46,759 +13%
CPIG
69
Chicago Partners Investment Group
Illinois
$14M -$638K -17,695 -5%
LWM
70
Liberty Wealth Management
California
$13.7M -$161K -4,457 -1%
BAM
71
BOS Asset Management
Illinois
$13.6M +$285K +7,898 +2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$13.6M +$13.4M +373,031 +5,119%
SWM
73
Sterling Wealth Management
Illinois
$13.6M +$236K +6,543 +2%
AA
74
Advisory Alpha
Michigan
$13.3M -$374K -10,386 -3%
BH
75
Burk Holdings
Oklahoma
$13.1M +$993K +27,553 +8%