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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
CI
101
Cordant Inc
Oregon
$5.44M
SIM
102
Studio Investment Management
Illinois
$5.35M
PAS
103
Park Avenue Securities
New York
$5.3M
BTI
104
Blue Trust Inc
Georgia
$5.05M
VF
105
Vawter Financial
Ohio
$4.49M
BL
106
BFSG LLC
California
$4.24M
RPA
107
Redwood Park Advisors
California
$4.21M
SFC
108
Sprinkle Financial Consultants
Colorado
$4.08M
FFA
109
Farther Finance Advisors
California
$4.05M
PL
110
Plancorp LLC
Missouri
$4.01M
FFG
111
First Financial Group
North Carolina
$3.95M
GAM
112
GEM Asset Management
Michigan
$3.94M
CWP
113
Cyndeo Wealth Partners
Florida
$3.92M
PS
114
Pinney & Scofield
Massachusetts
$3.88M
Lido Advisors
115
Lido Advisors
California
$3.8M
GCA
116
Gradient Capital Advisors
California
$3.67M
MWA
117
Mills Wealth Advisors
Texas
$3.64M
AIS
118
American Investment Services
Massachusetts
$3.55M
PIA
119
Panoramic Investment Advisors
Colorado
$3.51M
EWA
120
Elevate Wealth Advisory
Georgia
$3.5M
PAG
121
Private Advisor Group
New Jersey
$3.38M
BW
122
BIP Wealth
Georgia
$3.37M
CFO
123
Collective Family Office
Pennsylvania
$3.33M
SWG
124
Summit Wealth Group
Vermont
$3.25M
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$3.24M