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Dimensional US Large Cap Value ETF

305 hedge funds and large institutions have $3.44B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$8.4M
MWA
77
Monograph Wealth Advisors
California
$8.33M
FPAS
78
Focus Partners Advisor Solutions
Missouri
$8.21M
LFA
79
Level Financial Advisors
New York
$8.01M
LFGO
80
Legacy Financial Group (Oklahoma)
Oklahoma
$7.91M
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$7.84M
TWA
82
TCI Wealth Advisors
Arizona
$7.59M
FFG
83
Fiduciary Financial Group
California
$7.46M
RWM
84
Ruedi Wealth Management
Illinois
$7.44M
GBFP
85
Golden Bell Financial Planning
Georgia
$7.32M
LAMC
86
Longview Asset Management (California)
California
$7.3M
MFG
87
Merit Financial Group
Georgia
$7.14M
MMA
88
Miracle Mile Advisors
California
$6.94M
NA
89
NewEdge Advisors
Louisiana
$6.88M
Osaic Holdings
90
Osaic Holdings
Arizona
$6.75M
MWM
91
Momentous Wealth Management
Washington
$6.63M
WA
92
Waverly Advisors
Alabama
$6.26M
LI
93
LRI Investments
Florida
$6.24M
MSF
94
Mustard Seed Financial
Arkansas
$6.04M
Stifel Financial
95
Stifel Financial
Missouri
$5.93M
MML Investors Services
96
MML Investors Services
Massachusetts
$5.89M
MWM
97
Modera Wealth Management
New Jersey
$5.82M
LFG
98
Larson Financial Group
Missouri
$5.78M
SPA
99
Sentinel Pension Advisors
Massachusetts
$5.64M
VW
100
Vance Wealth
California
$5.59M