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Dimensional US Large Cap Value ETF

305 hedge funds and large institutions have $3.44B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DEM
176
Disciplined Equity Management
Florida
$1.12M
EB
177
Emprise Bank
Kansas
$1.12M
CPA
178
Cardiff Park Advisors
California
$1.09M
WCWM
179
Willow Creek Wealth Management
California
$1.09M
SWA
180
Stratos Wealth Advisors
Ohio
$1.08M
SCA
181
STALEY CAPITAL ADVISERS
Pennsylvania
$1.07M
BFG
182
Berger Financial Group
Minnesota
$1.02M
CL
183
COWA LLC
Oklahoma
$997K
BA
184
Bridgewater Advisors
New York
$961K
IA
185
IFP Advisors
Florida
$956K
SIC
186
Samalin Investment Counsel
New York
$918K
AWM
187
Aegis Wealth Management
Maryland
$914K
SFP
188
Sterling Financial Planning
New Jersey
$882K
PWP
189
Parkwoods Wealth Partners
New York
$878K
CL
190
Choreo LLC
Illinois
$866K
FWM
191
Fortress Wealth Management
California
$852K
OA
192
Oceanside Advisors
South Carolina
$840K
FAM
193
Formidable Asset Management
Ohio
$828K
Baird Financial Group
194
Baird Financial Group
Wisconsin
$815K
QCM
195
Quantinno Capital Management
New York
$791K
DWT
196
Dorsey & Whitney Trust
South Dakota
$784K
AWM
197
Austin Wealth Management
Texas
$763K
SA
198
Seneschal Advisors
Washington
$751K
FFO
199
Fortitude Family Office
Arizona
$741K
HF
200
HRT Financial
New York
$711K