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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
GM
251
GeoWealth Management
Illinois
$306K
AFO
252
Aurelius Family Office
New Hampshire
$293K
RIP
253
RAM Investment Partners
Washington
$289K
Morgan Stanley
254
Morgan Stanley
New York
$284K
XT
255
XTX Topco
Cayman Islands
$281K
KAM
256
KEB Asset Management
Illinois
$279K
QWM
257
Quadcap Wealth Management
Texas
$278K
SF
258
Summit Financial
New Jersey
$263K
LWM
259
LJI Wealth Management
Indiana
$259K
CAI
260
Capital Advisors Inc
Oklahoma
$258K
AFG
261
ABLE Financial Group
Arizona
$254K
SWP
262
Stratos Wealth Partners
Ohio
$246K
ME
263
McIlrath & Eck
Washington
$245K
PAM
264
Pacific Asset Management
Washington
$241K
WA
265
Wealthstream Advisors
New York
$239K
LIWM
266
Long Island Wealth Management
New York
$235K
RCAG
267
Rehmann Capital Advisory Group
Michigan
$235K
FC
268
Family CFO
California
$227K
CPA
269
Capital Performance Advisors
California
$207K
PWMG
270
Pioneer Wealth Management Group
Texas
$206K
CSP
271
Cary Street Partners
Virginia
$203K
FWM
272
Fonville Wealth Management
Virginia
$202K
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$202K
VWA
274
VSM Wealth Advisory
Maryland
$191K
AC
275
AlphaCore Capital
California
$128K