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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
EFN
76
Equita Financial Network
Pennsylvania
$13M +$1.38M +38,255 +12%
AF
77
Allworth Financial
California
$12.7M +$561K +15,581 +5%
RA
78
RFG Advisory
Alabama
$11.9M +$266K +7,395 +2%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$11.2M +$11.3M +312,637 New
NWM
80
Navigate Wealth Management
Alabama
$10.9M +$10.5M +291,137 New
PFA
81
Pillar Financial Advisors
Kentucky
$10.7M +$387K +10,746 +4%
MWA
82
Monograph Wealth Advisors
California
$10.5M +$1.3M +36,130 +14%
TWA
83
TCI Wealth Advisors
Arizona
$10.5M +$879K +24,404 +9%
PMIM
84
Prudent Man Investment Management
Colorado
$10.4M -$8.94K -248 -0.1%
LFA
85
Level Financial Advisors
New York
$10.4M +$577K +16,002 +6%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$10.4M +$727K +20,180 +7%
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$10.2M +$437K +12,134 +4%
FWS
88
FinDec Wealth Services
California
$10.2M -$2.15M -59,694 -17%
GAM
89
Gemmer Asset Management
California
$10.2M +$556K +15,430 +6%
SWA
90
Sax Wealth Advisors
New Jersey
$9.86M
GBFP
91
Golden Bell Financial Planning
Georgia
$9.83M +$514K +14,277 +5%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$9.7M +$849K +23,558 +9%
RWM
93
Ruedi Wealth Management
Illinois
$9.29M +$952K +26,424 +11%
FFG
94
Fiduciary Financial Group
California
$8.89M +$556K +15,440 +7%
WWM
95
WJ Wealth Management
Arizona
$8.52M +$8.6M +238,609 New
AUB
96
Atlantic Union Bankshares
Virginia
$8.34M +$1.09M +30,386 +15%
LAMC
97
Longview Asset Management (California)
California
$8.18M +$255K +7,073 +3%
VW
98
Vance Wealth
California
$8.12M +$1.04M +28,939 +15%
MML Investors Services
99
MML Investors Services
Massachusetts
$8.09M +$1.19M +32,928 +17%
FPAS
100
Focus Partners Advisor Solutions
Missouri
$8.05M +$995K +27,608 +13%