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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
DWP
26
Destiny Wealth Partners
Florida
$32M +$843K +26,339 +3%
EFP
27
EnRich Financial Partners
Wisconsin
$30.9M +$49.8K +1,558 +0.2%
OIA
28
OneDigital Investment Advisors
Kansas
$30.7M +$907K +28,362 +3%
Bank of America
29
Bank of America
North Carolina
$29.7M +$1.72M +53,650 +6%
GOCP
30
Great Oak Capital Partners
Massachusetts
$29M +$1.11M +34,682 +4%
TH
31
Team Hewins
California
$28.7M +$1.04M +32,532 +4%
TWM
32
Tumwater Wealth Management
Idaho
$28.2M +$123K +3,846 +0.5%
VT
33
Vise Technologies
New York
$27.4M +$26.4M +826,318 +10,965%
ACC
34
Acorn Creek Capital
Colorado
$25.6M +$880K +27,496 +4%
Mariner
35
Mariner
Kansas
$25.2M +$5.14M +160,715 +27%
EWA
36
Exencial Wealth Advisors
Oklahoma
$25.1M +$2.82M +88,219 +13%
AIM
37
Acropolis Investment Management
Missouri
$24.7M +$1.32M +41,132 +5%
TFG
38
Tilson Financial Group
New Jersey
$24.3M +$453K +14,156 +2%
DPI
39
Diversified Portfolios Inc
Michigan
$24.3M +$2.71M +84,768 +13%
FVIM
40
Fort Vancouver Investment Management
Washington
$23.4M +$16.1M +504,371 +244%
Betterment LLC
41
Betterment LLC
New York
$22.2M +$2.23M +69,719 +12%
WA
42
Wealth Architects
California
$19.9M +$982K +30,696 +5%
SHF
43
Stage Harbor Financial
Massachusetts
$19.9M +$664K +20,756 +4%
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$19.3M +$784K +24,500 +4%
HIF
45
Hill Island Financial
Michigan
$18.9M +$298K +9,329 +2%
V
46
VeraBank
Texas
$17.4M +$546K +17,062 +3%
TFA
47
Tobias Financial Advisors
Florida
$17.3M +$2.14M +66,932 +15%
LFP
48
Lakeshore Financial Planning
Michigan
$17M +$321K +10,033 +2%
Creative Planning
49
Creative Planning
Kansas
$16.4M +$14.7M +460,510 +1,227%
EAM
50
Evanson Asset Management
California
$15.7M +$1.36M +42,387 +10%