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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
MFG
176
Merit Financial Group
Georgia
$2.48M +$69.4K +1,927 +3%
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$2.46M +$561K +15,565 +29%
SA
178
Sanctuary Advisors
Indiana
$2.38M +$196K +5,451 +9%
PWIA
179
Porter White Investment Advisors
Alabama
$2.38M +$14K +389 +0.6%
BIG
180
Builder Investment Group
Georgia
$2.35M -$142K -3,940 -6%
EFS
181
Essex Financial Services
Connecticut
$2.33M +$82K +2,275 +4%
WC
182
Wolfstich Capital
Massachusetts
$2.27M -$4.23M -117,505 -64%
IP
183
Integras Partners
Georgia
$2.27M +$2.29M +63,541 New
Lido Advisors
184
Lido Advisors
California
$2.27M -$1.92M -53,173 -46%
WAG
185
Wilkerson Advisory Group
Missouri
$2.27M +$2.29M +63,463 New
CCFM
186
Clear Creek Financial Management
Washington
$2.24M +$868K +24,080 +62%
AFAS
187
Acorn Financial Advisory Services
Virginia
$2.24M +$2.03M +56,251 +878%
FJWM
188
Ferguson Johnson Wealth Management
Maryland
$2.2M +$151K +4,201 +7%
DI
189
Disciplined Investors
Texas
$2.11M +$451K +12,525 +27%
SHFA
190
SC&H Financial Advisors
Maryland
$2.08M +$506K +14,039 +32%
GFM
191
GEN Financial Management
Minnesota
$2.06M -$2.74K -76 -0.1%
MAA
192
Mraz Amerine & Associates
California
$2.06M -$113K -3,125 -5%
DW30
193
Drucker Wealth 3.0
New Jersey
$2.04M -$145K -4,018 -7%
AA
194
Aire Advisors
California
$1.94M -$27.8K -771 -1%
BFG
195
Berger Financial Group
Minnesota
$1.77M -$71.3K -1,979 -4%
EH
196
Equitable Holdings
New York
$1.77M -$133K -3,692 -7%
HI
197
Harbour Investments
Wisconsin
$1.77M +$1.37M +38,026 +332%
KAS
198
Kestra Advisory Services
Texas
$1.74M +$26.2K +727 +2%
LKBC
199
L.K. Benson & Company
Maryland
$1.72M +$6.38K +177 +0.4%
ZF
200
Zhang Financial
Michigan
$1.68M -$45.3K -1,258 -3%