We are live on ! Find out more
DFLV icon

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
GM
251
GeoWealth Management
Illinois
$306K
AFO
252
Aurelius Family Office
New Hampshire
$293K -$6.68K -209 -2%
RIP
253
RAM Investment Partners
Washington
$289K -$18.2K -568 -6%
Morgan Stanley
254
Morgan Stanley
New York
$284K +$33.1K +1,034 +14%
XT
255
XTX Topco
Cayman Islands
$281K +$273K +8,537 New
MKW
256
Mullaney, Keating & Wright
Connecticut
$279K +$19.8K +618 +8%
KAM
257
KEB Asset Management
Illinois
$279K
QWM
258
Quadcap Wealth Management
Texas
$278K -$123K -3,846 -31%
SF
259
Summit Financial
New Jersey
$263K +$255K +7,986 New
LWM
260
LJI Wealth Management
Indiana
$259K -$776K -24,271 -76%
CAI
261
Capital Advisors Inc
Oklahoma
$258K
AFG
262
ABLE Financial Group
Arizona
$254K -$85.2K -2,662 -26%
SWP
263
Stratos Wealth Partners
Ohio
$246K +$5.92K +185 +3%
ME
264
McIlrath & Eck
Washington
$245K +$161K +5,027 +209%
PAM
265
Pacific Asset Management
Washington
$241K +$21.4K +669 +10%
WA
266
Wealthstream Advisors
New York
$239K +$1.02K +32 +0.4%
LIWM
267
Long Island Wealth Management
New York
$235K +$229K +7,147 New
RCAG
268
Rehmann Capital Advisory Group
Michigan
$235K
FC
269
Family CFO
California
$227K
CPA
270
Capital Performance Advisors
California
$207K +$201K +6,278 New
PWMG
271
Pioneer Wealth Management Group
Texas
$206K +$201K +6,276 New
CSP
272
Cary Street Partners
Virginia
$203K +$320 +10 +0.2%
FWM
273
Fonville Wealth Management
Virginia
$202K +$197K +6,145 New
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$202K +$196K +6,126 New
VWA
275
VSM Wealth Advisory
Maryland
$191K