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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
EFN
76
Equita Financial Network
Pennsylvania
$13M
AF
77
Allworth Financial
California
$12.7M
RA
78
RFG Advisory
Alabama
$11.9M
MCWS
79
McKinley Carter Wealth Services
West Virginia
$11.2M
NWM
80
Navigate Wealth Management
Alabama
$10.9M
PFA
81
Pillar Financial Advisors
Kentucky
$10.7M
MWA
82
Monograph Wealth Advisors
California
$10.5M
TWA
83
TCI Wealth Advisors
Arizona
$10.5M
PMIM
84
Prudent Man Investment Management
Colorado
$10.4M
LFA
85
Level Financial Advisors
New York
$10.4M
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$10.4M
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$10.2M
FWS
88
FinDec Wealth Services
California
$10.2M
GAM
89
Gemmer Asset Management
California
$10.2M
SWA
90
Sax Wealth Advisors
New Jersey
$9.86M
GBFP
91
Golden Bell Financial Planning
Georgia
$9.83M
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$9.7M
RWM
93
Ruedi Wealth Management
Illinois
$9.29M
FFG
94
Fiduciary Financial Group
California
$8.89M
WWM
95
WJ Wealth Management
Arizona
$8.52M
AUB
96
Atlantic Union Bankshares
Virginia
$8.34M
LAMC
97
Longview Asset Management (California)
California
$8.18M
VW
98
Vance Wealth
California
$8.12M
MML Investors Services
99
MML Investors Services
Massachusetts
$8.09M
FPAS
100
Focus Partners Advisor Solutions
Missouri
$8.05M