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Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
151
Summit Wealth Group
Vermont
$3.65M
AAP
152
Arax Advisory Partners
Colorado
$3.63M
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$3.55M
MHS
154
M Holdings Securities
Oregon
$3.54M
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$3.53M
PFS
156
Professional Financial Solutions
Virginia
$3.51M
CFGF
157
Compass Financial Group (Florida)
Florida
$3.46M
EFP
158
Envision Financial Planning
Tennessee
$3.41M
SF
159
Strategent Financial
Virginia
$3.39M
EIA
160
Eldridge Investment Advisors
New Hampshire
$3.34M
AR
161
Apeiron RIA
Texas
$3.27M
VPF
162
Vantage Point Financial
Illinois
$3.06M
IAG
163
Investmark Advisory Group
Connecticut
$3.01M
MA
164
McGrath & Associates
North Carolina
$3.01M
CSB
165
City State Bank
Iowa
$3.01M
QC
166
Quadrature Capital
United Kingdom
$2.87M
PHWM
167
Pine Harbor Wealth Management
Maryland
$2.78M
FH
168
Financial Harvest
Florida
$2.74M
CA
169
Clune & Associates
Illinois
$2.73M
SIS
170
Strategic Investment Solutions
Illinois
$2.69M
Renaissance Technologies
171
Renaissance Technologies
New York
$2.67M
EP
172
E6 Portfolios
Utah
$2.61M
VAG
173
Vannoy Advisory Group
Texas
$2.55M
MFG
174
Merit Financial Group
Georgia
$2.48M
SCA
175
STALEY CAPITAL ADVISERS
Pennsylvania
$2.46M