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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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$5.27M +$4.49M +124,608 +544%
EWA
127
Elevate Wealth Advisory
Georgia
$5.06M +$954K +26,470 +23%
VF
128
Vawter Financial
Ohio
$4.99M +$14.2K +395 +0.3%
FFG
129
First Financial Group
North Carolina
$4.89M +$428K +11,885 +9%
MWM
130
McCartney Wealth Management
Missouri
$4.85M +$90.7K +2,516 +2%
AIS
131
American Investment Services
Massachusetts
$4.64M +$676K +18,752 +17%
DFC
132
DBK Financial Counsel
Ohio
$4.61M +$631K +17,515 +16%
GCA
133
Gradient Capital Advisors
California
$4.59M +$200K +5,542 +5%
SFC
134
Sprinkle Financial Consultants
Colorado
$4.54M +$76.6K +2,125 +2%
PAG
135
Private Advisor Group
New Jersey
$4.51M +$714K +19,825 +19%
PL
136
Plancorp LLC
Missouri
$4.51M +$26.4K +733 +0.6%
SEIA
137
Signature Estate & Investment Advisors
California
$4.4M +$11.8K +328 +0.3%
MWA
138
Mills Wealth Advisors
Texas
$4.37M +$252K +6,987 +6%
MFC
139
Morris Financial Concepts
South Carolina
$4.27M +$1.18M +32,834 +38%
FF
140
Francis Financial
$4.21M -$8.81M -244,547 -67%
MMA
141
Miracle Mile Advisors
California
$4.2M -$3.35M -92,861 -44%
CB
142
Commerce Bank
Missouri
$4.2M +$4.23M +117,518 New
BC
143
BDFS Capital
Delaware
$4.14M +$215K +5,976 +5%
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$4.05M +$526K +14,604 +15%
CL
145
CLG LLC
California
$4.02M +$307K +8,533 +8%
PIA
146
Panoramic Investment Advisors
Colorado
$3.98M +$250K +6,943 +7%
AWE
147
Avidian Wealth Enterprises
Texas
$3.93M +$1.93M +53,677 +95%
CFO
148
Collective Family Office
Pennsylvania
$3.9M +$148K +4,120 +4%
CWP
149
Cyndeo Wealth Partners
Florida
$3.84M -$120K -3,332 -3%
SMA
150
Sage Mountain Advisors
Georgia
$3.8M +$3.84M +106,502 New