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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
DEM
176
Disciplined Equity Management
Florida
$1.12M +$1.09M +33,950 New
EB
177
Emprise Bank
Kansas
$1.12M
CPA
178
Cardiff Park Advisors
California
$1.09M +$4.13K +129 +0.4%
WCWM
179
Willow Creek Wealth Management
California
$1.09M +$5.57K +174 +0.5%
SWA
180
Stratos Wealth Advisors
Ohio
$1.08M -$576 -18 -0.1%
SCA
181
STALEY CAPITAL ADVISERS
Pennsylvania
$1.07M +$177K +5,525 +21%
BFG
182
Berger Financial Group
Minnesota
$1.02M -$17.4K -544 -2%
CL
183
COWA LLC
Oklahoma
$997K +$14.4K +449 +2%
BA
184
Bridgewater Advisors
New York
$961K
IA
185
IFP Advisors
Florida
$956K +$470K +14,691 +102%
SIC
186
Samalin Investment Counsel
New York
$918K +$21.8K +683 +3%
AWMM
187
Aegis Wealth Management (Maryland)
Maryland
$914K +$248K +7,747 +39%
SFP
188
Sterling Financial Planning
New Jersey
$882K -$145K -4,528 -14%
PWP
189
Parkwoods Wealth Partners
New York
$878K +$316K +9,885 +59%
CL
190
Choreo LLC
Illinois
$866K +$33.2K +1,037 +4%
FWM
191
Fortress Wealth Management
California
$852K -$5.82K -182 -0.7%
OA
192
Oceanside Advisors
South Carolina
$840K +$10.9K +342 +1%
FAM
193
Formidable Asset Management
Ohio
$828K +$346K +10,816 +68%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$815K +$792K +24,761 New
QCM
195
Quantinno Capital Management
New York
$791K -$48.2K -1,508 -6%
DWT
196
Dorsey & Whitney Trust
South Dakota
$784K +$21.3K +666 +3%
AWM
197
Austin Wealth Management
Texas
$763K -$30.3K -948 -4%
SA
198
Seneschal Advisors
Washington
$751K +$66.2K +2,068 +10%
FFO
199
Fortitude Family Office
Arizona
$741K
HF
200
HRT Financial
New York
$711K +$692K +21,635 New