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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
EH
176
Equitable Holdings
New York
$1.9M +$14K +421 +0.8%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$1.89M -$62.3K -1,871 -3%
AA
178
Aire Advisors
California
$1.88M +$2.63K +79 +0.1%
SCA
179
STALEY CAPITAL ADVISERS
Pennsylvania
$1.83M +$700K +21,024 +65%
MWM
180
McMill Wealth Management
Nebraska
$1.8M +$90.6K +2,721 +5%
BFG
181
Berger Financial Group
Minnesota
$1.77M +$691K +20,739 +67%
RGF
182
Retirement Guys Formula
Ohio
$1.73M -$40.6K -1,220 -2%
QCM
183
Quantinno Capital Management
New York
$1.72M +$872K +26,174 +109%
ZF
184
Zhang Financial
Michigan
$1.65M -$262K -7,871 -14%
LKBC
185
L.K. Benson & Company
Maryland
$1.64M +$6.26K +188 +0.4%
KAS
186
Kestra Advisory Services
Texas
$1.64M -$16.4K -492 -1%
DI
187
Disciplined Investors
Texas
$1.59M +$67.2K +2,018 +5%
CFS
188
Cannon Financial Strategists
Georgia
$1.53M -$55.9K -1,677 -4%
SHFA
189
SC&H Financial Advisors
Maryland
$1.51M -$109K -3,287 -7%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$1.49M +$90.1K +2,705 +7%
EIA
191
Eldridge Investment Advisors
New Hampshire
$1.47M +$1.43M +43,025 New
VAMG
192
Voisard Asset Management Group
Michigan
$1.39M +$68.2K +2,048 +5%
PIAS
193
PCA Investment Advisory Services
Ohio
$1.37M -$488K -14,656 -27%
SAI
194
Savvy Advisors Inc
New York
$1.32M +$1.29M +38,682 New
CCFM
195
Clear Creek Financial Management
Washington
$1.32M +$71K +2,131 +6%
LWM
196
LJI Wealth Management
Indiana
$1.3M +$1.01M +30,208 +384%
PHWA
197
Petersen Hastings Wealth Advisors
Washington
$1.25M +$1.22M +36,642 New
FWM
198
Forteris Wealth Management
New York
$1.22M +$1.19M +35,578 New
VWA
199
Vistica Wealth Advisors
California
$1.16M +$1.13M +33,981 New
DEM
200
Disciplined Equity Management
Florida
$1.16M