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Dimensional US Large Cap Value ETF

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.91% more ownership

Funds ownership: 84.01%84.93% (+0.91%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

37% less call options, than puts

Call options by funds: $341K | Put options by funds: $540K

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341K
Puts
$540K
Net Calls
Net Calls Change

Top Sellers

1 -$11.3M
2 -$7.51M
3 -$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Ruedi Wealth Management
Illinois
$7.02M
FFG
77
Fiduciary Financial Group
California
$6.91M
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$6.81M
LFA
79
Level Financial Advisors
New York
$6.76M
BOC
80
Blue Oak Capital
California
$6.62M
LFG
81
Larson Financial Group
Missouri
$6.6M
GBFP
82
Golden Bell Financial Planning
Georgia
$6.42M
FVIM
83
Fort Vancouver Investment Management
Washington
$6.41M
MWM
84
Momentous Wealth Management
Washington
$6.32M
LI
85
LRI Investments
Florida
$6.13M
LAMC
86
Longview Asset Management (California)
California
$5.93M
WA
87
Waverly Advisors
Alabama
$5.87M
TWA
88
TCI Wealth Advisors
Arizona
$5.83M
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$5.64M
MWM
90
Modera Wealth Management
New Jersey
$5.43M
Stifel Financial
91
Stifel Financial
Missouri
$5.33M
MSF
92
Mustard Seed Financial
Arkansas
$5.25M
AUB
93
Atlantic Union Bankshares
Virginia
$5.06M
MFG
94
Merit Financial Group
Georgia
$5.05M
CI
95
Cordant Inc
Oregon
$4.99M
SPA
96
Sentinel Pension Advisors
Massachusetts
$4.95M
Osaic Holdings
97
Osaic Holdings
Arizona
$4.92M
BTI
98
Blue Trust Inc
Georgia
$4.87M
VW
99
Vance Wealth
California
$4.82M
SIM
100
Studio Investment Management
Illinois
$4.52M