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Dimensional US Large Cap Value ETF

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.91% more ownership

Funds ownership: 84.01%84.93% (+0.91%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

37% less call options, than puts

Call options by funds: $341K | Put options by funds: $540K

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$540K
Net Calls
Net Calls Change

Top Sellers

1 -$11.3M
2 -$7.51M
3 -$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$366K
PWM
227
PBMares Wealth Management
Virginia
$365K
CCM
228
Cloud Capital Management
Washington
$363K
RFP
229
RCS Financial Planning
Maryland
$354K
MMPW
230
Mitchell McLeod Pugh & Williams
Alabama
$354K
DAS
231
Dynamic Advisor Solutions
Arizona
$339K
CMBA
232
C.M. Bidwell & Associates
Hawaii
$337K
WMN
233
Wealth Management Nebraska
Nebraska
$329K
RCM
234
RB Capital Management
Nevada
$327K
AFG
235
ABLE Financial Group
Arizona
$322K
SPC
236
Sigma Planning Corp
Michigan
$305K
SCA
237
Strathmore Capital Advisors
North Carolina
$304K
HH
238
Hilltop Holdings
Texas
$301K
CWA
239
Canvas Wealth Advisors
Kansas
$299K
RIP
240
RAM Investment Partners
Washington
$290K
GM
241
GeoWealth Management
Illinois
$289K
AFO
242
Aurelius Family Office
New Hampshire
$283K
KAM
243
KEB Asset Management
Illinois
$263K
T
244
Tableaux
Massachusetts
$262K
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$250K
AQR Capital Management
246
AQR Capital Management
Connecticut
$244K
CAI
247
Capital Advisors Inc
Oklahoma
$243K
Morgan Stanley
248
Morgan Stanley
New York
$236K
VT
249
Vise Technologies
New York
$234K
SWP
250
Stratos Wealth Partners
Ohio
$226K