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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
WA
101
Waverly Advisors
Alabama
$8.04M +$1.23M +34,150 +18%
MSF
102
Mustard Seed Financial
Arkansas
$7.96M +$765K +21,235 +11%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$7.89M +$5.98M +165,926 +301%
Osaic Holdings
104
Osaic Holdings
Arizona
$7.63M +$422K +11,718 +6%
CI
105
Cordant Inc
Oregon
$7.48M +$1.2M +33,370 +19%
BL
106
BFSG LLC
California
$7.22M +$1.28M +35,630 +21%
SFA
107
Sequoia Financial Advisors
Ohio
$7.2M -$1.97M -54,592 -21%
Stifel Financial
108
Stifel Financial
Missouri
$6.86M +$9.58K +266 +0.1%
NA
109
NewEdge Advisors
Louisiana
$6.48M -$564K -15,661 -8%
MWM
110
Modera Wealth Management
New Jersey
$6.32M -$1.48K -41 -0%
JWM
111
Johnson Wealth Management
North Dakota
$6.24M +$548K +15,196 +10%
SIM
112
Studio Investment Management
Illinois
$6.23M +$172K +4,765 +3%
PAS
113
Park Avenue Securities
New York
$6.05M -$499K -13,863 -8%
SPA
114
Sentinel Pension Advisors
Massachusetts
$6.03M -$1.76M -48,752 -22%
VPWA
115
Vestia Personal Wealth Advisors
Indiana
$5.92M +$1.61M +44,553 +37%
LI
116
LRI Investments
Florida
$5.86M -$400K -11,091 -6%
BTI
117
Blue Trust Inc
Georgia
$5.85M +$349K +9,692 +6%
FFA
118
Farther Finance Advisors
California
$5.85M +$136K +3,761 +2%
MSWM
119
Master's Wealth Management
Pennsylvania
$5.78M +$685K +19,000 +13%
EFP
120
Elser Financial Planning
Indiana
$5.73M +$5.79M +160,572 New
LFG
121
Larson Financial Group
Missouri
$5.65M -$405K -11,245 -7%
RPA
122
Redwood Park Advisors
California
$5.52M +$100K +2,776 +2%
GAM
123
GEM Asset Management
Michigan
$5.51M +$886K +24,598 +19%
BW
124
BIP Wealth
Georgia
$5.49M +$866K +24,043 +19%
PS
125
Pinney & Scofield
Massachusetts
$5.34M +$184K +5,094 +4%