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Dimensional US Large Cap Value ETF

344 hedge funds and large institutions have $4.14B invested in Dimensional US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 192 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
201
Emprise Bank
Kansas
$1.16M
CL
202
COWA LLC
Oklahoma
$1.15M
EB
203
Eastern Bank
Massachusetts
$1.1M
BA
204
Bridgewater Advisors
New York
$1.09M
FAM
205
Formidable Asset Management
Ohio
$1.07M
SIC
206
Samalin Investment Counsel
New York
$1.01M
PWP
207
Ponta Wealth Partners
Florida
$989K
PWP
208
Parkwoods Wealth Partners
New York
$988K
CPA
209
Cardiff Park Advisors
California
$987K
AWMM
210
Aegis Wealth Management (Maryland)
Maryland
$975K
IA
211
IFP Advisors
Florida
$932K
SFP
212
Sterling Financial Planning
New Jersey
$928K
OA
213
Oceanside Advisors
South Carolina
$921K
IWC
214
Infinity Wealth Counsel
Ohio
$920K
CL
215
Choreo LLC
Illinois
$911K
FITL
216
Financially in Tune, LLC
Massachusetts
$900K
SWM
217
Spire Wealth Management
Virginia
$860K
MWM
218
Momentous Wealth Management
Washington
$859K
DWT
219
Dorsey & Whitney Trust
South Dakota
$823K
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$784K
ARA
221
Approach Retirement Advisors
Alabama
$775K
FFO
222
Fortitude Family Office
Arizona
$770K
SA
223
Seneschal Advisors
Washington
$766K
PWM
224
Perigon Wealth Management
California
$707K
CW
225
Curio Wealth
Maryland
$705K