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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
MFC
151
Morris Financial Concepts
South Carolina
$2.96M
PHWM
152
Pine Harbor Wealth Management
Maryland
$2.95M
IAG
153
Investmark Advisory Group
Connecticut
$2.92M
PAS
154
PKS Advisory Services
New York
$2.89M
PFS
155
Professional Financial Solutions
Virginia
$2.67M
SIS
156
Strategic Investment Solutions
Illinois
$2.55M
CA
157
Clune & Associates
Illinois
$2.54M
VAG
158
Vannoy Advisory Group
Texas
$2.51M
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$2.48M
BIG
160
Builder Investment Group
Georgia
$2.39M
CSB
161
City State Bank
Iowa
$2.38M
MFG
162
Merit Financial Group
Georgia
$2.31M
EP
163
E6 Portfolios
Utah
$2.28M
PWIA
164
Porter White Investment Advisors
Alabama
$2.26M
TWP
165
Total Wealth Planning
Ohio
$2.21M
SCM
166
SOL Capital Management
Maryland
$2.2M
FH
167
Financial Harvest
Florida
$2.17M
EFS
168
Essex Financial Services
Connecticut
$2.15M
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$2.12M
SA
170
Sanctuary Advisors
Indiana
$2.1M
DW30
171
Drucker Wealth 3.0
New Jersey
$2.09M
MAA
172
Mraz Amerine & Associates
California
$2.08M
GFM
173
GEN Financial Management
Minnesota
$1.98M
FJWM
174
Ferguson Johnson Wealth Management
Maryland
$1.96M
AWE
175
Avidian Wealth Enterprises
Texas
$1.93M