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Dimensional US Large Cap Vector ETF

41 hedge funds and large institutions have $451M invested in Dimensional US Large Cap Vector ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 4041 (+1)

5% more capital invested

Capital invested by funds: $431M → $451M (+$19.7M)

1.43% less ownership

Funds ownership: 95.82%94.39% (-1.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$357M +$9.25M +120,808 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.1M +$8.28M +108,115 +51%
W
3
Wealthquest
Ohio
$20M -$11.3M -146,892 -35%
CW
4
Curio Wealth
Maryland
$8.6M +$802K +10,474 +10%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.55M +$279K +3,638 +4%
ELM
6
Elite Life Management
Florida
$6.61M +$220K +2,869 +4%
MHS
7
M Holdings Securities
Oregon
$5.05M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.57M +$1.67M +21,763 +83%
MWA
9
Medallion Wealth Advisors
Connecticut
$3.47M +$444K +5,800 +14%
USWIA
10
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.47M +$214K +2,788 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$1.31M -$1.58M -20,649 -54%
FFG
12
First Financial Group
North Carolina
$1.31M +$228K +2,980 +20%
W
13
WPWealth
Texas
$1.23M
VPF
14
Vantage Point Financial
Illinois
$907K -$4.67K -61 -0.5%
CSP
15
Cary Street Partners
Virginia
$839K -$208K -2,719 -19%
EL
16
EWA LLC
Pennsylvania
$804K -$307K -4,005 -27%
PIA
17
Pinion Investment Advisors
Kansas
$779K -$34.5K -450 -4%
AIS
18
American Investment Services
Massachusetts
$684K -$189K -2,466 -21%
LPL Financial
19
LPL Financial
California
$642K +$44.7K +584 +7%
NB
20
Northwest Bancshares
Pennsylvania
$437K
PTC
21
Private Trust Company
Ohio
$352K
RWM
22
Rockwood Wealth Management
Pennsylvania
$296K
HighTower Advisors
23
HighTower Advisors
Illinois
$281K +$996 +13 +0.3%
Betterment LLC
24
Betterment LLC
New York
$230K +$237K +3,089 New
SIS
25
Strategic Investment Solutions
Illinois
$220K +$766 +10 +0.3%