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Dimensional US Large Cap Value ETF

301 hedge funds and large institutions have $3.42B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 186 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
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
MWA
76
Monograph Wealth Advisors
California
$8.33M
FPAS
77
Focus Partners Advisor Solutions
Missouri
$8.21M
LFA
78
Level Financial Advisors
New York
$8.01M
LFGO
79
Legacy Financial Group (Oklahoma)
Oklahoma
$7.91M
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$7.84M
TWA
81
TCI Wealth Advisors
Arizona
$7.59M
FFG
82
Fiduciary Financial Group
California
$7.46M
RWM
83
Ruedi Wealth Management
Illinois
$7.44M
GBFP
84
Golden Bell Financial Planning
Georgia
$7.32M
LAMC
85
Longview Asset Management (California)
California
$7.3M
MFG
86
Merit Financial Group
Georgia
$7.14M
MMA
87
Miracle Mile Advisors
California
$6.94M
NA
88
NewEdge Advisors
Louisiana
$6.88M
Osaic Holdings
89
Osaic Holdings
Arizona
$6.75M
MWM
90
Momentous Wealth Management
Washington
$6.63M
WA
91
Waverly Advisors
Alabama
$6.26M
LI
92
LRI Investments
Florida
$6.24M
MSF
93
Mustard Seed Financial
Arkansas
$6.04M
Stifel Financial
94
Stifel Financial
Missouri
$5.93M
MML Investors Services
95
MML Investors Services
Massachusetts
$5.89M
MWM
96
Modera Wealth Management
New Jersey
$5.82M
LFG
97
Larson Financial Group
Missouri
$5.78M
SPA
98
Sentinel Pension Advisors
Massachusetts
$5.64M
VW
99
Vance Wealth
California
$5.59M
AUB
100
Atlantic Union Bankshares
Virginia
$5.51M