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Dimensional US Large Cap Value ETF

309 hedge funds and large institutions have $3.43B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 190 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 53

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $3.07B → $3.43B (+$353M)

5% more funds holding

Funds holding: 295309 (+14)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

3.85% less ownership

Funds ownership: 84.87%81.02% (-3.8%)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
4.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.49%
New
31
Increased
190
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
RCS Financial Planning
Maryland
$458K +$79.7K +2,493 +22%
TC
227
TAGStone Capital
North Carolina
$447K +$6.72K +210 +2%
CMBA
228
C.M. Bidwell & Associates
Hawaii
$445K +$84.2K +2,631 +24%
OIM
229
Oder Investment Management
California
$444K +$48.3K +1,511 +13%
MFA
230
McClarren Financial Advisors
Pennsylvania
$437K +$56.5K +1,765 +25%
FCP
231
Fidelis Capital Partners
Florida
$419K -$48.3K -1,509 -11%
WF
232
Warner Financial
Maryland
$418K +$1.79K +56 +0.4%
IA
233
IFG Advisory
Georgia
$418K +$406K +12,698 New
SFC
234
SYM Financial Corp
Indiana
$411K
E
235
EntreWealth
Texas
$402K +$391K +12,227 New
TIM
236
Tortoise Investment Management
New York
$388K
CCM
237
Cloud Capital Management
Washington
$385K +$1.28K +40 +0.3%
MMPW
238
Mitchell McLeod Pugh & Williams
Alabama
$377K +$416 +13 +0.1%
SPC
239
Sigma Planning Corp
Michigan
$370K +$45K +1,406 +14%
BCA
240
Bay Colony Advisors
Massachusetts
$367K +$357K +11,158 New
WMN
241
Wealth Management Nebraska
Nebraska
$365K +$14.9K +467 +4%
AI
242
Atria Investments
North Carolina
$359K +$349K +10,921 New
DAS
243
Dynamic Advisor Solutions
Arizona
$359K
RCM
244
RB Capital Management
Nevada
$358K +$11.3K +352 +3%
MFIM
245
Mesirow Financial Investment Management
Illinois
$337K +$327K +10,234 New
SCA
246
Strathmore Capital Advisors
North Carolina
$335K +$16.9K +528 +5%
CWA
247
Canvas Wealth Advisors
Kansas
$328K +$16.8K +524 +6%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$315K +$130K +4,068 +74%
AQR Capital Management
249
AQR Capital Management
Connecticut
$312K +$51.1K +1,599 +20%
AWM
250
Avior Wealth Management
Nebraska
$310K -$651K -20,352 -68%