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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
CFS
201
Cannon Financial Strategists
Georgia
$1.66M +$63.9K +1,774 +4%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.63M +45,305 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$1.55M -$5.15K -143 -0.3%
AQR Capital Management
204
AQR Capital Management
Connecticut
$1.52M +$1.05M +29,005 +215%
RGF
205
Retirement Guys Formula
Ohio
$1.51M -$297K -8,243 -16%
PIAS
206
PCA Investment Advisory Services
Ohio
$1.51M +$83.1K +2,306 +6%
VAMG
207
Voisard Asset Management Group
Michigan
$1.48M +$22.6K +626 +2%
FWM
208
Forteris Wealth Management
New York
$1.42M +$154K +4,271 +12%
PHWA
209
Petersen Hastings Wealth Advisors
Washington
$1.29M -$15.7K -436 -1%
SAI
210
Savvy Advisors Inc
New York
$1.25M -$137K -3,801 -10%
DEM
211
Disciplined Equity Management
Florida
$1.21M
CL
212
COWA LLC
Oklahoma
$1.2M -$2.49K -69 -0.2%
BA
213
Bridgewater Advisors
New York
$1.17M
CW
214
Curio Wealth
Maryland
$1.17M +$447K +12,395 +61%
EB
215
Emprise Bank
Kansas
$1.15M -$55.7K -1,547 -5%
FAM
216
Formidable Asset Management
Ohio
$1.15M +$35.9K +997 +3%
AWMM
217
Aegis Wealth Management (Maryland)
Maryland
$1.14M +$127K +3,519 +12%
Citadel Advisors
218
Citadel Advisors
Florida
$1.13M +$1.14M +31,619 New
SIC
219
Samalin Investment Counsel
New York
$1.12M +$59.8K +1,660 +6%
SWM
220
Spire Wealth Management
Virginia
$1.11M +$213K +5,911 +24%
OA
221
Oceanside Advisors
South Carolina
$1.08M +$120K +3,319 +12%
PWP
222
Parkwoods Wealth Partners
New York
$1.03M +$2.31K +64 +0.2%
LF
223
LifeSteps Financial
California
$1.02M +$1.02M +28,439 New
SFP
224
Sterling Financial Planning
New Jersey
$1.01M +$45.3K +1,256 +5%
FCM
225
Fortis Capital Management
Washington
$1M +$763K +21,183 +308%