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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
PMIM
76
Prudent Man Investment Management
Colorado
$10.4M +$10.2M +304,889 +127,037%
PFA
77
Pillar Financial Advisors
Kentucky
$9.88M +$621K +18,634 +7%
SWA
78
Sax Wealth Advisors
New Jersey
$9.86M +$834K +25,048 +10%
FF
79
Foundry Financial
California
$9.74M +$9.48M +284,673 New
LFGO
80
Legacy Financial Group (Oklahoma)
Oklahoma
$9.4M +$1.14M +34,315 +14%
LFA
81
Level Financial Advisors
New York
$9.39M +$1.03M +30,958 +13%
TWA
82
TCI Wealth Advisors
Arizona
$9.25M +$1.32M +39,599 +17%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$9.25M +$501K +15,044 +6%
GAM
84
Gemmer Asset Management
California
$9.22M +$442K +13,281 +5%
GBFP
85
Golden Bell Financial Planning
Georgia
$8.93M +$1.29M +38,667 +17%
MWA
86
Monograph Wealth Advisors
California
$8.86M +$201K +6,025 +2%
SFA
87
Sequoia Financial Advisors
Ohio
$8.76M -$2.63M -78,993 -24%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$8.49M +$324K +9,733 +4%
RWM
89
Ruedi Wealth Management
Illinois
$8M +$252K +7,579 +3%
FFG
90
Fiduciary Financial Group
California
$7.98M +$219K +6,587 +3%
SCM
91
SB Capital Management
California
$7.66M +$7.46M +224,042 New
LAMC
92
Longview Asset Management (California)
California
$7.59M -$533 -16 -0%
SPA
93
Sentinel Pension Advisors
Massachusetts
$7.45M +$1.54M +46,340 +27%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$7.22M -$1.24M -37,293 -15%
MMA
95
Miracle Mile Advisors
California
$7.2M -$16.6K -497 -0.2%
AUB
96
Atlantic Union Bankshares
Virginia
$6.95M +$1.19M +35,619 +21%
Osaic Holdings
97
Osaic Holdings
Arizona
$6.91M -$128K -3,840 -2%
MSF
98
Mustard Seed Financial
Arkansas
$6.9M +$597K +17,912 +10%
VW
99
Vance Wealth
California
$6.79M +$946K +28,394 +17%
NA
100
NewEdge Advisors
Louisiana
$6.75M -$395K -11,854 -6%