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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
GCA
126
Gradient Capital Advisors
California
$4.21M +$386K +11,601 +10%
SEIA
127
Signature Estate & Investment Advisors
California
$4.21M +$1.3M +39,126 +47%
PL
128
Plancorp LLC
Missouri
$4.17M +$5.8K +174 +0.1%
MWA
129
Mills Wealth Advisors
Texas
$3.94M +$157K +4,698 +4%
EWA
130
Elevate Wealth Advisory
Georgia
$3.94M +$291K +8,744 +8%
FNBT
131
FineMark National Bank & Trust
Florida
$3.94M +$1.65M +49,481 +75%
Lido Advisors
132
Lido Advisors
California
$3.93M +$38.4K +1,153 +1%
AAP
133
Arax Advisory Partners
Colorado
$3.91M +$3.81M +114,365 New
DFC
134
DBK Financial Counsel
Ohio
$3.82M +$901K +27,032 +32%
AIS
135
American Investment Services
Massachusetts
$3.81M +$115K +3,460 +3%
CWP
136
Cyndeo Wealth Partners
Florida
$3.79M -$274K -8,216 -7%
BC
137
BDFS Capital
Delaware
$3.76M +$3.66M +109,865 New
PAG
138
Private Advisor Group
New Jersey
$3.65M +$125K +3,749 +4%
CFO
139
Collective Family Office
Pennsylvania
$3.59M +$125K +3,765 +4%
PIA
140
Panoramic Investment Advisors
Colorado
$3.58M -$71.3K -2,139 -2%
CL
141
CLG LLC
California
$3.56M +$270K +8,093 +8%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$3.5M +$130K +3,901 +4%
SWG
143
Summit Wealth Group
Vermont
$3.41M +$27.1K +815 +0.8%
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$3.38M +$305K +9,159 +10%
MHS
145
M Holdings Securities
Oregon
$3.34M +$1.98M +59,288 +154%
SF
146
Strategent Financial
Virginia
$3.23M +$9.23K +277 +0.3%
EFP
147
Envision Financial Planning
Tennessee
$3.23M +$134K +4,034 +4%
AR
148
Apeiron RIA
Texas
$3.19M +$2.43M +72,923 +478%
VPF
149
Vantage Point Financial
Illinois
$3.06M -$87.9K -2,639 -3%
CFGF
150
Compass Financial Group (Florida)
Florida
$3.03M +$198K +5,953 +7%