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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
APP
101
Avantax Planning Partners
Iowa
$4.15M
RPA
102
Redwood Park Advisors
California
$3.84M
PL
103
Plancorp LLC
Missouri
$3.77M
PAS
104
Park Avenue Securities
New York
$3.76M
SFC
105
Sprinkle Financial Consultants
Colorado
$3.76M
AAP
106
Arax Advisory Partners
Colorado
$3.7M
GAM
107
GEM Asset Management
Michigan
$3.66M
CWP
108
Cyndeo Wealth Partners
Florida
$3.59M
BL
109
BFSG LLC
California
$3.51M
PS
110
Pinney & Scofield
Massachusetts
$3.39M
FFG
111
First Financial Group
North Carolina
$3.33M
EWA
112
Elevate Wealth Advisory
Georgia
$3.3M
MWA
113
Mills Wealth Advisors
Texas
$3.17M
AIS
114
American Investment Services
Massachusetts
$3.13M
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$3.13M
GCA
116
Gradient Capital Advisors
California
$3.13M
VPF
117
Vantage Point Financial
Illinois
$3.11M
SWG
118
Summit Wealth Group
Vermont
$3.02M
CFO
119
Collective Family Office
Pennsylvania
$2.99M
FPAS
120
Focus Partners Advisor Solutions
Missouri
$2.95M
PAG
121
Private Advisor Group
New Jersey
$2.89M
Raymond James Financial
122
Raymond James Financial
Florida
$2.83M
SF
123
Strategent Financial
Virginia
$2.82M
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.8M
CL
125
CLG LLC
California
$2.76M