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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
EH
151
Equitable Holdings
New York
$1.66M
RGF
152
Retirement Guys Formula
Ohio
$1.64M
PIAS
153
PCA Investment Advisory Services
Ohio
$1.64M
VPWA
154
Vestia Personal Wealth Advisors
Indiana
$1.59M
Renaissance Technologies
155
Renaissance Technologies
New York
$1.54M
BIG
156
Builder Investment Group
Georgia
$1.51M
KAS
157
Kestra Advisory Services
Texas
$1.51M
CSB
158
City State Bank
Iowa
$1.51M
SCM
159
SOL Capital Management
Maryland
$1.5M
LKBC
160
L.K. Benson & Company
Maryland
$1.47M
MWM
161
McMill Wealth Management
Nebraska
$1.47M
DI
162
Disciplined Investors
Texas
$1.4M
CFS
163
Cannon Financial Strategists
Georgia
$1.36M
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$1.28M
MML Investors Services
165
MML Investors Services
Massachusetts
$1.21M
VAMG
166
Voisard Asset Management Group
Michigan
$1.19M
Creative Planning
167
Creative Planning
Kansas
$1.16M
CCFM
168
Clear Creek Financial Management
Washington
$1.14M
FH
169
Financial Harvest
Florida
$1.13M
MHS
170
M Holdings Securities
Oregon
$1.1M
TFA
171
Trinity Financial Advisors
Ohio
$1.1M
EB
172
Emprise Bank
Kansas
$1.05M
CPA
173
Cardiff Park Advisors
California
$1.03M
WCWM
174
Willow Creek Wealth Management
California
$1.02M
SWA
175
Stratos Wealth Advisors
Ohio
$1.01M