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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
MML Investors Services
101
MML Investors Services
Massachusetts
$6.62M +$488K +14,653 +8%
Stifel Financial
102
Stifel Financial
Missouri
$6.57M +$388K +11,657 +6%
WA
103
Waverly Advisors
Alabama
$6.53M +$19.2K +577 +0.3%
PAS
104
Park Avenue Securities
New York
$6.27M +$730K +21,915 +14%
WC
105
Wolfstich Capital
Massachusetts
$6.24M +$6.07M +182,361 New
MWM
106
Modera Wealth Management
New Jersey
$6.05M -$4.56K -137 -0.1%
CI
107
Cordant Inc
Oregon
$6.02M +$354K +10,624 +6%
LI
108
LRI Investments
Florida
$6M -$480K -14,415 -8%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$5.82M -$6.13M -184,103 -52%
SIM
110
Studio Investment Management
Illinois
$5.81M +$238K +7,141 +4%
LFG
111
Larson Financial Group
Missouri
$5.8M -$209K -6,265 -4%
BL
112
BFSG LLC
California
$5.7M +$1.25M +37,499 +29%
FFA
113
Farther Finance Advisors
California
$5.46M +$1.22M +36,529 +30%
JWM
114
Johnson Wealth Management
North Dakota
$5.46M +$5.31M +159,485 New
BTI
115
Blue Trust Inc
Georgia
$5.27M +$19.5K +585 +0.4%
RPA
116
Redwood Park Advisors
California
$5.2M +$795K +23,852 +19%
PS
117
Pinney & Scofield
Massachusetts
$4.94M +$885K +26,566 +23%
MSWM
118
Master's Wealth Management
Pennsylvania
$4.89M +$4.76M +142,810 New
VF
119
Vawter Financial
Ohio
$4.76M +$93.9K +2,820 +2%
MWM
120
McCartney Wealth Management
Missouri
$4.56M +$4.44M +133,406 New
GAM
121
GEM Asset Management
Michigan
$4.54M +$351K +10,533 +9%
BW
122
BIP Wealth
Georgia
$4.44M +$908K +27,258 +27%
VPWA
123
Vestia Personal Wealth Advisors
Indiana
$4.33M +$1.57M +47,058 +63%
FFG
124
First Financial Group
North Carolina
$4.28M +$165K +4,952 +4%
SFC
125
Sprinkle Financial Consultants
Colorado
$4.28M +$34.7K +1,041 +0.8%