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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
PIA
126
Panoramic Investment Advisors
Colorado
$2.75M
IAG
127
Investmark Advisory Group
Connecticut
$2.7M
EFP
128
Envision Financial Planning
Tennessee
$2.68M
PHWM
129
Pine Harbor Wealth Management
Maryland
$2.6M
BW
130
BIP Wealth
Georgia
$2.5M
SIS
131
Strategic Investment Solutions
Illinois
$2.48M
EFS
132
Essex Financial Services
Connecticut
$2.45M
CFGF
133
Compass Financial Group (Florida)
Florida
$2.45M
VAG
134
Vannoy Advisory Group
Texas
$2.33M
EB
135
Eastern Bank
Massachusetts
$2.33M
Lido Advisors
136
Lido Advisors
California
$2.17M
DFC
137
DBK Financial Counsel
Ohio
$2.14M
FFA
138
Farther Finance Advisors
California
$2.09M
MFC
139
Morris Financial Concepts
South Carolina
$2.07M
PWIA
140
Porter White Investment Advisors
Alabama
$2.05M
MAA
141
Mraz Amerine & Associates
California
$1.98M
CA
142
Clune & Associates
Illinois
$1.97M
SHFA
143
SC&H Financial Advisors
Maryland
$1.92M
GFM
144
GEN Financial Management
Minnesota
$1.88M
FNBT
145
FineMark National Bank & Trust
Florida
$1.82M
ZF
146
Zhang Financial
Michigan
$1.77M
SEIA
147
Signature Estate & Investment Advisors
California
$1.76M
AWE
148
Avidian Wealth Enterprises
Texas
$1.75M
DW30
149
Drucker Wealth 3.0
New Jersey
$1.71M
AA
150
Aire Advisors
California
$1.71M