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Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$1.55M
AQR Capital Management
202
AQR Capital Management
Connecticut
$1.52M
RGF
203
Retirement Guys Formula
Ohio
$1.51M
PIAS
204
PCA Investment Advisory Services
Ohio
$1.51M
VAMG
205
Voisard Asset Management Group
Michigan
$1.48M
FWM
206
Forteris Wealth Management
New York
$1.42M
PHWA
207
Petersen Hastings Wealth Advisors
Washington
$1.29M
SAI
208
Savvy Advisors Inc
New York
$1.25M
DEM
209
Disciplined Equity Management
Florida
$1.21M
CL
210
COWA LLC
Oklahoma
$1.2M
BA
211
Bridgewater Advisors
New York
$1.17M
CW
212
Curio Wealth
Maryland
$1.17M
EB
213
Emprise Bank
Kansas
$1.15M
FAM
214
Formidable Asset Management
Ohio
$1.15M
AWMM
215
Aegis Wealth Management (Maryland)
Maryland
$1.14M
Citadel Advisors
216
Citadel Advisors
Florida
$1.13M
SIC
217
Samalin Investment Counsel
New York
$1.12M
SWM
218
Spire Wealth Management
Virginia
$1.11M
OA
219
Oceanside Advisors
South Carolina
$1.08M
PWP
220
Parkwoods Wealth Partners
New York
$1.03M
LF
221
LifeSteps Financial
California
$1.02M
SFP
222
Sterling Financial Planning
New Jersey
$1.01M
FCM
223
Fortis Capital Management
Washington
$1M
IWC
224
Infinity Wealth Counsel
Ohio
$979K
IA
225
IFP Advisors
Florida
$973K