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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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$13.4K -$90.7K -2,835 -87%
TCM
302
TruNorth Capital Management
Michigan
$11.8K
PMIM
303
Prudent Man Investment Management
Colorado
$7.21K
Wells Fargo
304
Wells Fargo
California
$5.92K +$5.76K +180 New
CWP
305
Concord Wealth Partners
Virginia
$5.41K
RF
306
Robinswood Financial
Washington
$1.81K
MWA
307
Medallion Wealth Advisors
Connecticut
$1.15K
Simplex Trading
308
Simplex Trading
Illinois
$1K +$32 +1 +2%
ETC
309
Exchange Traded Concepts
Oklahoma
$921 -$11.2K -350 -93%
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$200
APP
311
Avantax Planning Partners
Iowa
-$4.15M -133,712 Closed
AAP
312
Arax Advisory Partners
Colorado
-$3.7M -119,307 Closed
SIM
313
Stratos Investment Management
Ohio
-$619K -19,969 Closed
FFM
314
Forum Financial Management
Illinois
-$581K -18,721 Closed
WRPWM
315
Werba Rubin Papier Wealth Management
California
-$419K -13,496 Closed
D.E. Shaw & Co
316
D.E. Shaw & Co
New York
-$250K -8,045 Closed
Ameriprise
317
Ameriprise
Minnesota
-$216K -6,971 Closed
TRCT
318
Tower Research Capital (TRC)
New York
-$201K -6,487 Closed
SAM
319
S.A. Mason
Michigan
-$88.5K -2,853 Closed
AWM
320
AE Wealth Management
Kansas
-$54K -1,742 Closed
Jones Financial Companies
321
Jones Financial Companies
Missouri
-$53.8K -1,738 Closed