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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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$3.24M -$77.8K -2,433 -2%
Raymond James Financial
127
Raymond James Financial
Florida
$3.21M +$202K +6,326 +7%
CL
128
CLG LLC
California
$3.16M +$232K +7,255 +8%
SF
129
Strategent Financial
Virginia
$3.1M +$107K +3,357 +4%
VPF
130
Vantage Point Financial
Illinois
$3.03M -$260K -8,138 -8%
EFP
131
Envision Financial Planning
Tennessee
$2.97M +$131K +4,107 +5%
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$2.95M -$21.5K -672 -0.7%
PHWM
133
Pine Harbor Wealth Management
Maryland
$2.86M +$101K +3,173 +4%
DFC
134
DBK Financial Counsel
Ohio
$2.78M +$501K +15,648 +23%
SEIA
135
Signature Estate & Investment Advisors
California
$2.76M +$866K +27,065 +48%
IAG
136
Investmark Advisory Group
Connecticut
$2.74M -$117K -3,642 -4%
CFGF
137
Compass Financial Group (Florida)
Florida
$2.72M +$122K +3,826 +5%
MFC
138
Morris Financial Concepts
South Carolina
$2.64M +$436K +13,645 +20%
SIS
139
Strategic Investment Solutions
Illinois
$2.45M -$171K -5,353 -7%
CA
140
Clune & Associates
Illinois
$2.45M +$349K +10,906 +17%
VAG
141
Vannoy Advisory Group
Texas
$2.44M -$30.6K -957 -1%
VPWA
142
Vestia Personal Wealth Advisors
Indiana
$2.44M +$740K +23,127 +45%
EB
143
Eastern Bank
Massachusetts
$2.22M -$236K -7,388 -10%
PWIA
144
Porter White Investment Advisors
Alabama
$2.18M +$4K +125 +0.2%
FNBT
145
FineMark National Bank & Trust
Florida
$2.16M +$222K +6,944 +12%
MAA
146
Mraz Amerine & Associates
California
$2.09M -$5.28K -165 -0.3%
EFS
147
Essex Financial Services
Connecticut
$2.04M -$545K -17,033 -22%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$1.79M +56,048 +1,098%
DW30
149
Drucker Wealth 3.0
New Jersey
$1.95M +$154K +4,805 +9%
GFM
150
GEN Financial Management
Minnesota
$1.9M -$93K -2,908 -5%