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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
PAS
151
PKS Advisory Services
New York
$3.74M +$731K +20,301 +24%
QCM
152
Quantinno Capital Management
New York
$3.71M +$1.93M +53,535 +107%
SWG
153
Summit Wealth Group
Vermont
$3.65M +$84.9K +2,355 +2%
AAP
154
Arax Advisory Partners
Colorado
$3.63M -$460K -12,754 -11%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$3.55M +$967K +26,840 +37%
MHS
156
M Holdings Securities
Oregon
$3.54M -$87.9K -2,440 -2%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$3.53M -$133K -3,678 -4%
PFS
158
Professional Financial Solutions
Virginia
$3.51M +$730K +20,252 +26%
CFGF
159
Compass Financial Group (Florida)
Florida
$3.46M +$296K +8,226 +9%
EFP
160
Envision Financial Planning
Tennessee
$3.41M +$36.2K +1,005 +1%
SF
161
Strategent Financial
Virginia
$3.39M +$12.5K +346 +0.4%
EIA
162
Eldridge Investment Advisors
New Hampshire
$3.34M +$1.82M +50,595 +118%
AR
163
Apeiron RIA
Texas
$3.27M +$126K +3,497 +4%
VPF
164
Vantage Point Financial
Illinois
$3.06M -$139K -3,848 -4%
IAG
165
Investmark Advisory Group
Connecticut
$3.01M -$31.8K -882 -1%
MA
166
McGrath & Associates
North Carolina
$3.01M +$1.2M +33,208 +181%
CSB
167
City State Bank
Iowa
$3.01M +$529K +14,670 +21%
QC
168
Quadrature Capital
United Kingdom
$2.87M +$2.9M +80,371 New
PHWM
169
Pine Harbor Wealth Management
Maryland
$2.78M -$302K -8,389 -10%
FH
170
Financial Harvest
Florida
$2.74M +$473K +13,116 +21%
CA
171
Clune & Associates
Illinois
$2.73M +$79.3K +2,202 +3%
SIS
172
Strategic Investment Solutions
Illinois
$2.69M +$32.8K +909 +1%
Renaissance Technologies
173
Renaissance Technologies
New York
$2.67M +$2.7M +74,900 New
EP
174
E6 Portfolios
Utah
$2.61M +$229K +6,362 +10%
VAG
175
Vannoy Advisory Group
Texas
$2.55M -$74.8K -2,077 -3%