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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
SC
1
Savant Capital
Illinois
$599M +$67.4M +2,023,145 +13%
Corient Private Wealth
2
Corient Private Wealth
Florida
$379M +$236M +7,073,429 +137%
CCM
3
Coldstream Capital Management
Washington
$152M +$6.26M +187,912 +4%
FG
4
Foster Group
Iowa
$142M +$56.6K +1,700 +0%
TI
5
Truepoint Inc
Ohio
$117M +$8.69M +261,009 +8%
EWA
6
EP Wealth Advisors
California
$107M +$104M +3,126,872 New
MFWP
7
Mosaic Family Wealth Partners
Missouri
$101M -$3.18M -95,506 -3%
RFP
8
Root Financial Partners
California
$93.9M +$28.2M +846,915 +45%
VT
9
Vise Technologies
New York
$88.3M +$58.2M +1,746,930 +210%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$87.5M -$2.03M -60,953 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$79.4M +$10.1M +304,335 +15%
SFS
12
Summit Financial Strategies
Ohio
$75.3M +$6.46M +193,954 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$74M +$1.93M +57,995 +3%
BPA
14
Beacon Pointe Advisors
California
$71M +$7.43M +223,151 +12%
DPW
15
DiNuzzo Private Wealth
Pennsylvania
$62.1M -$1.04M -31,095 -2%
Cerity Partners
16
Cerity Partners
New York
$60.2M +$13.4M +400,889 +29%
LPL Financial
17
LPL Financial
California
$54.3M +$4.15M +124,524 +9%
PFM
18
Phillips Financial Management
Indiana
$50.1M +$1.88M +56,378 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$47M +$3.34M +100,412 +8%
QC
20
Quent Capital
New York
$45.4M +$4.08M +122,450 +10%
QLSGSCF
21
Quent Long Short Global Small Cap Fund
New York
$45.4M +$44.2M +1,326,195 New
AC
22
Apella Capital
Connecticut
$45.1M +$4.68M +140,392 +12%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.7M +$50.1K +1,503 +0.1%
IFA
24
Index Fund Advisors
California
$41.2M +$2.21M +66,248 +6%
MG
25
Mather Group
Illinois
$40.4M +$1.72M +51,665 +5%