We are live on ! Find out more
DFLV icon

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
MFC
151
Morris Financial Concepts
South Carolina
$2.96M +$211K +6,337 +8%
PHWM
152
Pine Harbor Wealth Management
Maryland
$2.95M -$27.9K -839 -1%
IAG
153
Investmark Advisory Group
Connecticut
$2.92M +$63.7K +1,911 +2%
PAS
154
PKS Advisory Services
New York
$2.89M +$2.81M +84,338 New
PFS
155
Professional Financial Solutions
Virginia
$2.67M +$2.6M +77,990 New
SIS
156
Strategic Investment Solutions
Illinois
$2.55M -$666 -20 -0%
CA
157
Clune & Associates
Illinois
$2.54M -$11.5K -344 -0.5%
VAG
158
Vannoy Advisory Group
Texas
$2.51M -$27.1K -813 -1%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$2.48M +$382K +11,464 +19%
BIG
160
Builder Investment Group
Georgia
$2.39M +$591K +17,743 +34%
CSB
161
City State Bank
Iowa
$2.38M +$468K +14,040 +25%
MFG
162
Merit Financial Group
Georgia
$2.31M -$4.98M -149,355 -69%
EP
163
E6 Portfolios
Utah
$2.28M +$2.22M +66,611 New
PWIA
164
Porter White Investment Advisors
Alabama
$2.26M -$2.67K -80 -0.1%
TWP
165
Total Wealth Planning
Ohio
$2.21M -$33.1M -992,754 -94%
SCM
166
SOL Capital Management
Maryland
$2.2M +$265K +7,967 +14%
FH
167
Financial Harvest
Florida
$2.17M +$348K +10,443 +20%
EFS
168
Essex Financial Services
Connecticut
$2.15M +$32K +961 +2%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$2.12M +$1.55M +46,521 +300%
SA
170
Sanctuary Advisors
Indiana
$2.1M +$1.52M +45,579 +291%
DW30
171
Drucker Wealth 3.0
New Jersey
$2.09M +$65.6K +1,968 +3%
MAA
172
Mraz Amerine & Associates
California
$2.08M -$94.1K -2,825 -4%
GFM
173
GEN Financial Management
Minnesota
$1.98M +$2.73K +82 +0.1%
FJWM
174
Ferguson Johnson Wealth Management
Maryland
$1.96M +$1.91M +57,397 New
AWE
175
Avidian Wealth Enterprises
Texas
$1.93M