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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
AUB
101
Atlantic Union Bankshares
Virginia
$5.51M +$139K +4,353 +3%
CI
102
Cordant Inc
Oregon
$5.44M +$144K +4,502 +3%
SIM
103
Studio Investment Management
Illinois
$5.35M +$538K +16,815 +12%
PAS
104
Park Avenue Securities
New York
$5.3M +$1.28M +40,149 +33%
BTI
105
Blue Trust Inc
Georgia
$5.05M -$112K -3,493 -2%
VF
106
Vawter Financial
Ohio
$4.49M +$4.36M +136,404 New
BL
107
BFSG LLC
California
$4.24M +$510K +15,939 +14%
RPA
108
Redwood Park Advisors
California
$4.21M +$134K +4,192 +3%
SFC
109
Sprinkle Financial Consultants
Colorado
$4.08M +$94.1K +2,943 +2%
FFA
110
Farther Finance Advisors
California
$4.05M +$1.78M +55,610 +82%
PL
111
Plancorp LLC
Missouri
$4.01M +$6.24K +195 +0.2%
FFG
112
First Financial Group
North Carolina
$3.95M +$410K +12,832 +12%
GAM
113
GEM Asset Management
Michigan
$3.94M +$80K +2,500 +2%
CWP
114
Cyndeo Wealth Partners
Florida
$3.92M +$106K +3,322 +3%
PS
115
Pinney & Scofield
Massachusetts
$3.88M +$276K +8,625 +8%
Lido Advisors
116
Lido Advisors
California
$3.8M +$1.46M +45,752 +65%
GCA
117
Gradient Capital Advisors
California
$3.67M +$343K +10,721 +11%
MWA
118
Mills Wealth Advisors
Texas
$3.64M +$264K +8,268 +8%
AIS
119
American Investment Services
Massachusetts
$3.55M +$218K +6,830 +7%
PIA
120
Panoramic Investment Advisors
Colorado
$3.51M +$576K +18,012 +20%
EWA
121
Elevate Wealth Advisory
Georgia
$3.5M +$2.72K +85 +0.1%
PAG
122
Private Advisor Group
New Jersey
$3.38M +$314K +9,824 +11%
BW
123
BIP Wealth
Georgia
$3.37M +$696K +21,760 +27%
CFO
124
Collective Family Office
Pennsylvania
$3.33M +$151K +4,720 +5%
SWG
125
Summit Wealth Group
Vermont
$3.25M +$51.9K +1,624 +2%