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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
LWM
176
LJI Wealth Management
Indiana
$997K
BFG
177
Berger Financial Group
Minnesota
$977K
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$973K
SFP
179
Sterling Financial Planning
New Jersey
$972K
BA
180
Bridgewater Advisors
New York
$936K
CL
181
COWA LLC
Oklahoma
$926K
AWM
182
Avior Wealth Management
Nebraska
$923K
SIC
183
Samalin Investment Counsel
New York
$844K
SCA
184
STALEY CAPITAL ADVISERS
Pennsylvania
$834K
FWM
185
Fortress Wealth Management
California
$809K
QCM
186
Quantinno Capital Management
New York
$793K
CL
187
Choreo LLC
Illinois
$784K
OA
188
Oceanside Advisors
South Carolina
$781K
AWM
189
Austin Wealth Management
Texas
$758K
DWT
190
Dorsey & Whitney Trust
South Dakota
$718K
FFO
191
Fortitude Family Office
Arizona
$698K
PWM
192
Perigon Wealth Management
California
$660K
SA
193
Seneschal Advisors
Washington
$644K
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$641K
IWC
195
Infinity Wealth Counsel
Ohio
$637K
CW
196
Curio Wealth
Maryland
$627K
SIM
197
Stratos Investment Management
Ohio
$619K
Citadel Advisors
198
Citadel Advisors
Florida
$613K
AWM
199
Aegis Wealth Management
Maryland
$613K
Jane Street
200
Jane Street
New York
$584K