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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
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$1.88M +$821K +25,666 +82%
AWE
152
Avidian Wealth Enterprises
Texas
$1.86M
SCM
153
SOL Capital Management
Maryland
$1.85M +$255K +7,961 +16%
ZF
154
Zhang Financial
Michigan
$1.85M -$27.9K -873 -2%
CSB
155
City State Bank
Iowa
$1.82M +$222K +6,926 +14%
EH
156
Equitable Holdings
New York
$1.81M +$52.8K +1,652 +3%
AA
157
Aire Advisors
California
$1.81M +$256 +8 +0%
PIAS
158
PCA Investment Advisory Services
Ohio
$1.8M +$60.9K +1,903 +4%
FH
159
Financial Harvest
Florida
$1.75M +$528K +16,511 +45%
BIG
160
Builder Investment Group
Georgia
$1.71M +$102K +3,193 +7%
RGF
161
Retirement Guys Formula
Ohio
$1.71M -$32.1K -1,004 -2%
MWM
162
McMill Wealth Management
Nebraska
$1.65M +$80.3K +2,511 +5%
KAS
163
Kestra Advisory Services
Texas
$1.59M -$6.14K -192 -0.4%
LKBC
164
L.K. Benson & Company
Maryland
$1.57M +$6.81K +213 +0.4%
SHFA
165
SC&H Financial Advisors
Maryland
$1.56M -$463K -14,459 -23%
CFS
166
Cannon Financial Strategists
Georgia
$1.53M +$77.3K +2,418 +5%
DI
167
Disciplined Investors
Texas
$1.46M -$21.4K -668 -1%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$1.46M +$951K +29,730 +205%
Renaissance Technologies
169
Renaissance Technologies
New York
$1.4M -$224K -7,000 -14%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.34M -$18.4K -576 -1%
VAMG
171
Voisard Asset Management Group
Michigan
$1.27M +$14.3K +446 +1%
MHS
172
M Holdings Securities
Oregon
$1.26M +$87.6K +2,740 +8%
Jane Street
173
Jane Street
New York
$1.21M +$578K +18,062 +96%
CCFM
174
Clear Creek Financial Management
Washington
$1.2M -$7.2K -225 -0.6%
TFA
175
Trinity Financial Advisors
Ohio
$1.18M +$16.2K +506 +1%