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Dimensional US Large Cap Value ETF

344 hedge funds and large institutions have $4.14B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 192 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$6.62M
Stifel Financial
102
Stifel Financial
Missouri
$6.57M
WA
103
Waverly Advisors
Alabama
$6.53M
PAS
104
Park Avenue Securities
New York
$6.27M
WC
105
Wolfstich Capital
Massachusetts
$6.24M
MWM
106
Modera Wealth Management
New Jersey
$6.05M
CI
107
Cordant Inc
Oregon
$6.02M
LI
108
LRI Investments
Florida
$6M
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$5.82M
SIM
110
Studio Investment Management
Illinois
$5.81M
LFG
111
Larson Financial Group
Missouri
$5.8M
BL
112
BFSG LLC
California
$5.7M
FFA
113
Farther Finance Advisors
California
$5.46M
JWM
114
Johnson Wealth Management
North Dakota
$5.46M
BTI
115
Blue Trust Inc
Georgia
$5.27M
RPA
116
Redwood Park Advisors
California
$5.2M
PS
117
Pinney & Scofield
Massachusetts
$4.94M
MSWM
118
Master's Wealth Management
Pennsylvania
$4.89M
VF
119
Vawter Financial
Ohio
$4.76M
MWM
120
McCartney Wealth Management
Missouri
$4.56M
GAM
121
GEM Asset Management
Michigan
$4.54M
BW
122
BIP Wealth
Georgia
$4.44M
VPWA
123
Vestia Personal Wealth Advisors
Indiana
$4.33M
FFG
124
First Financial Group
North Carolina
$4.28M
SFC
125
Sprinkle Financial Consultants
Colorado
$4.28M