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Dimensional US Large Cap Value ETF

291 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 37 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:

0.93% more ownership

Funds ownership: 84.01%84.94% (+0.93%)

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
291
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
MFA
251
McClarren Financial Advisors
Pennsylvania
$222K
RCAG
252
Rehmann Capital Advisory Group
Michigan
$222K
Ameriprise
253
Ameriprise
Minnesota
$216K
FC
254
Family CFO
California
$214K
PAM
255
Pacific Asset Management
Washington
$206K
TRCT
256
Tower Research Capital (TRC)
New York
$201K
CSP
257
Cary Street Partners
Virginia
$192K
VWA
258
VSM Wealth Advisory
Maryland
$180K
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$171K
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$158K
PWM
261
Parkworth Wealth Management
California
$150K
AC
262
AlphaCore Capital
California
$121K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$101K
AF
264
Advisornet Financial
Minnesota
$98.1K
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$96.2K
SPIA
266
Steward Partners Investment Advisory
New York
$90.2K
SAM
267
S.A. Mason
Michigan
$88.5K
ME
268
McIlrath & Eck
Washington
$74.7K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$65.4K
GRP
270
Global Retirement Partners
California
$61.3K
AA
271
Ancora Advisors
Ohio
$57.4K
AA
272
Addison Advisors
Vermont
$56.1K
AWM
273
AE Wealth Management
Kansas
$54K
Jones Financial Companies
274
Jones Financial Companies
Missouri
$53.8K
Fidelity Investments
275
Fidelity Investments
Massachusetts
$48.8K