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Dimensional US Large Cap Value ETF

305 hedge funds and large institutions have $3.44B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
RCS Financial Planning
Maryland
$458K
TC
227
TAGStone Capital
North Carolina
$447K
CMBA
228
C.M. Bidwell & Associates
Hawaii
$445K
OIM
229
Oder Investment Management
California
$444K
MFA
230
McClarren Financial Advisors
Pennsylvania
$437K
FCP
231
Fidelis Capital Partners
Florida
$419K
WF
232
Warner Financial
Maryland
$418K
IA
233
IFG Advisory
Georgia
$418K
SFC
234
SYM Financial Corp
Indiana
$411K
E
235
EntreWealth
Texas
$402K
TIM
236
Tortoise Investment Management
New York
$388K
CCM
237
Cloud Capital Management
Washington
$385K
MMPW
238
Mitchell McLeod Pugh & Williams
Alabama
$377K
SPC
239
Sigma Planning Corp
Michigan
$370K
BCA
240
Bay Colony Advisors
Massachusetts
$367K
WMN
241
Wealth Management Nebraska
Nebraska
$365K
AI
242
Atria Investments
North Carolina
$359K
DAS
243
Dynamic Advisor Solutions
Arizona
$359K
RCM
244
RB Capital Management
Nevada
$358K
MFIM
245
Mesirow Financial Investment Management
Illinois
$337K
SCA
246
Strathmore Capital Advisors
North Carolina
$335K
CWA
247
Canvas Wealth Advisors
Kansas
$328K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$315K
AQR Capital Management
249
AQR Capital Management
Connecticut
$312K
AWM
250
Avior Wealth Management
Nebraska
$310K