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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
EB
201
Emprise Bank
Kansas
$1.16M -$5K -150 -0.4%
CL
202
COWA LLC
Oklahoma
$1.15M +$112K +3,354 +11%
EB
203
Eastern Bank
Massachusetts
$1.1M -$1.18M -35,497 -52%
BA
204
Bridgewater Advisors
New York
$1.09M +$39.8K +1,196 +4%
FAM
205
Formidable Asset Management
Ohio
$1.07M +$197K +5,927 +22%
SIC
206
Samalin Investment Counsel
New York
$1.01M +$57.6K +1,728 +6%
PWP
207
Ponta Wealth Partners
Florida
$989K +$963K +28,898 New
PWP
208
Parkwoods Wealth Partners
New York
$988K +$72.1K +2,165 +8%
CPA
209
Cardiff Park Advisors
California
$987K -$147K -4,420 -13%
AWMM
210
Aegis Wealth Management (Maryland)
Maryland
$975K +$24.1K +722 +3%
IA
211
IFP Advisors
Florida
$932K -$59.9K -1,797 -6%
SFP
212
Sterling Financial Planning
New Jersey
$928K +$10.1K +303 +1%
OA
213
Oceanside Advisors
South Carolina
$921K +$46.1K +1,384 +5%
IWC
214
Infinity Wealth Counsel
Ohio
$920K +$187K +5,620 +26%
CL
215
Choreo LLC
Illinois
$911K +$3.37K +101 +0.4%
FIT
216
Financially in Tune
Massachusetts
$900K +$876K +26,299 New
SWM
217
Spire Wealth Management
Virginia
$860K +$156K +4,682 +23%
MWM
218
Momentous Wealth Management
Washington
$859K -$5.87M -176,269 -88%
DWT
219
Dorsey & Whitney Trust
South Dakota
$823K +$8.36K +251 +1%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$784K -$710K -21,312 -48%
ARA
221
Approach Retirement Advisors
Alabama
$775K +$754K +22,645 New
FFO
222
Fortitude Family Office
Arizona
$770K
SA
223
Seneschal Advisors
Washington
$766K -$15.2K -456 -2%
PWM
224
Perigon Wealth Management
California
$707K +$5.23K +157 +0.8%
CW
225
Curio Wealth
Maryland
$705K +$6.8K +204 +1%