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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
Creative Planning
51
Creative Planning
Kansas
$19.5M +$2.43M +73,062 +15%
V
52
VeraBank
Texas
$18.5M +$381K +11,443 +2%
EAM
53
Evanson Asset Management
California
$18.1M +$1.64M +49,232 +10%
LFP
54
Lakeshore Financial Planning
Michigan
$17.7M -$53.6K -1,609 -0.3%
EA
55
Eclectic Associates
California
$17.4M +$4.31M +129,479 +34%
JP Morgan Chase
56
JP Morgan Chase
New York
$16.2M +$554K +16,627 +4%
Financial Engines Advisors
57
Financial Engines Advisors
California
$15.2M +$292K +8,771 +2%
TFA
58
Trinity Financial Advisors
Ohio
$14.8M +$13.2M +396,427 +1,105%
KFG
59
Kelly Financial Group
Connecticut
$14.7M +$533K +16,006 +4%
AAM
60
Austin Asset Management
Texas
$14.7M +$60.6K +1,818 +0.4%
CPIG
61
Chicago Partners Investment Group
Illinois
$13.9M -$662K -19,868 -5%
SC
62
Schoolcraft Capital
Colorado
$13.9M +$469K +14,078 +4%
LWM
63
Liberty Wealth Management
California
$13.2M -$336K -10,074 -3%
AA
64
Advisory Alpha
Michigan
$13.1M +$360K +10,811 +3%
LW
65
Linscomb Wealth
Texas
$13M +$1.52M +45,536 +14%
SWM
66
Sterling Wealth Management
Illinois
$12.8M +$1.49M +44,779 +14%
BAM
67
BOS Asset Management
Illinois
$12.8M +$224K +6,735 +2%
FF
68
Francis Financial
$12.4M -$651K -19,551 -5%
MCA
69
Maryland Capital Advisors
Maryland
$12M +$1.22M +36,628 +12%
DI
70
Disciplined Investments
Oklahoma
$12M +$693K +20,803 +6%
FWS
71
FinDec Wealth Services
California
$11.8M -$785K -23,558 -6%
AF
72
Allworth Financial
California
$11.7M +$594K +17,834 +6%
BH
73
Burk Holdings
Oklahoma
$11.6M +$466K +13,987 +4%
EFN
74
Equita Financial Network
Pennsylvania
$11.1M +$1.25M +37,606 +13%
RA
75
RFG Advisory
Alabama
$11.1M +$122K +3,673 +1%