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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
SC
1
Savant Capital
Illinois
$736M +$113M +3,125,297 +18%
Corient Private Wealth
2
Corient Private Wealth
Florida
$242M -$197M -5,460,865 -45%
CCM
3
Coldstream Capital Management
Washington
$164M +$5.42M +150,519 +3%
FG
4
Foster Group
Iowa
$145M -$3.02M -83,851 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$131M +$48.5M +1,345,977 +58%
TI
6
Truepoint Inc
Ohio
$128M +$6.32M +175,345 +5%
RFP
7
Root Financial Partners
California
$112M +$14.4M +399,663 +15%
MFWP
8
Mosaic Family Wealth Partners
Missouri
$107M +$1.35M +37,443 +1%
EWA
9
EP Wealth Advisors
California
$99.8M -$12M -333,165 -11%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$91.2M -$203K -5,639 -0.2%
VT
11
Vise Technologies
New York
$88.3M
SFS
12
Summit Financial Strategies
Ohio
$86M +$7.46M +207,037 +9%
BPA
13
Beacon Pointe Advisors
California
$78.2M +$4.17M +115,795 +6%
Cerity Partners
14
Cerity Partners
New York
$77.4M +$14.6M +406,269 +23%
HighTower Advisors
15
HighTower Advisors
Illinois
$77.2M -$61K -1,693 -0.1%
LPL Financial
16
LPL Financial
California
$64.6M +$7.96M +220,886 +14%
DPW
17
DiNuzzo Private Wealth
Pennsylvania
$64.4M -$396K -10,986 -0.6%
AC
18
Apella Capital
Connecticut
$54.7M +$5.25M +145,829 +11%
QC
19
Quent Capital
New York
$52.7M +$5.39M +149,458 +11%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$52.3M +$3.24M +89,902 +7%
PFM
21
Phillips Financial Management
Indiana
$50.4M -$1.91M -52,891 -4%
IFA
22
Index Fund Advisors
California
$48.9M +$5.86M +162,614 +13%
EWA
23
Exencial Wealth Advisors
Oklahoma
$47.4M +$13.7M +381,073 +40%
MG
24
Mather Group
Illinois
$44.5M +$2.34M +64,884 +5%
PFG
25
Premier Financial Group
California
$40.9M +$113K +3,124 +0.3%