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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
WA
251
Wealthstream Advisors
New York
$224K
MFA
252
McClarren Financial Advisors
Pennsylvania
$222K
RCAG
253
Rehmann Capital Advisory Group
Michigan
$222K
Ameriprise
254
Ameriprise
Minnesota
$216K
FC
255
Family CFO
California
$214K
PAM
256
Pacific Asset Management
Washington
$206K
TRCT
257
Tower Research Capital (TRC)
New York
$201K
CSP
258
Cary Street Partners
Virginia
$192K
VWA
259
VSM Wealth Advisory
Maryland
$180K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$171K
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$158K
PWM
262
Parkworth Wealth Management
California
$150K
AC
263
AlphaCore Capital
California
$121K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$101K
AF
265
Advisornet Financial
Minnesota
$98.1K
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$96.2K
SPIA
267
Steward Partners Investment Advisory
New York
$90.2K
SAM
268
S.A. Mason
Michigan
$88.5K
ME
269
McIlrath & Eck
Washington
$74.7K
PFBT
270
Parkside Financial Bank & Trust
Missouri
$65.4K
GRP
271
Global Retirement Partners
California
$61.3K
AA
272
Ancora Advisors
Ohio
$57.4K
AA
273
Addison Advisors
Vermont
$56.1K
AWM
274
AE Wealth Management
Kansas
$54K
Jones Financial Companies
275
Jones Financial Companies
Missouri
$53.8K