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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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$8.4M +$720K +22,497 +10%
MWA
77
Monograph Wealth Advisors
California
$8.33M -$1.23M -38,400 -13%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$8.21M +$4.9M +153,069 +161%
LFA
79
Level Financial Advisors
New York
$8.01M +$824K +25,763 +12%
LFGO
80
Legacy Financial Group (Oklahoma)
Oklahoma
$7.91M +$373K +11,675 +5%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$7.84M +$608K +18,994 +9%
TWA
82
TCI Wealth Advisors
Arizona
$7.59M +$1.37M +42,752 +23%
FFG
83
Fiduciary Financial Group
California
$7.46M +$232K +7,266 +3%
RWM
84
Ruedi Wealth Management
Illinois
$7.44M -$2.24K -70 -0%
GBFP
85
Golden Bell Financial Planning
Georgia
$7.32M +$491K +15,343 +7%
LAMC
86
Longview Asset Management (California)
California
$7.3M +$985K +30,795 +16%
MFG
87
Merit Financial Group
Georgia
$7.14M +$1.74M +54,296 +33%
MMA
88
Miracle Mile Advisors
California
$6.94M +$6.75M +211,035 New
NA
89
NewEdge Advisors
Louisiana
$6.88M -$12.9M -403,843 -66%
Osaic Holdings
90
Osaic Holdings
Arizona
$6.75M +$696K +21,754 +12%
MWM
91
Momentous Wealth Management
Washington
$6.63M -$73K -2,283 -1%
WA
92
Waverly Advisors
Alabama
$6.26M +$40.3K +1,261 +0.7%
LI
93
LRI Investments
Florida
$6.24M -$251K -7,855 -4%
MSF
94
Mustard Seed Financial
Arkansas
$6.04M +$464K +14,519 +9%
Stifel Financial
95
Stifel Financial
Missouri
$5.93M +$274K +8,557 +5%
MML Investors Services
96
MML Investors Services
Massachusetts
$5.89M +$4.48M +139,967 +359%
MWM
97
Modera Wealth Management
New Jersey
$5.82M +$61.5K +1,922 +1%
LFG
98
Larson Financial Group
Missouri
$5.78M -$1.18M -36,901 -17%
SPA
99
Sentinel Pension Advisors
Massachusetts
$5.64M +$380K +11,865 +7%
VW
100
Vance Wealth
California
$5.59M +$464K +14,500 +9%