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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
IWC
201
Infinity Wealth Counsel
Ohio
$700K +$23.5K +735 +4%
Citadel Advisors
202
Citadel Advisors
Florida
$683K +$31.9K +998 +5%
PWM
203
Perigon Wealth Management
California
$675K -$24.1K -754 -4%
SWM
204
Spire Wealth Management
Virginia
$673K +$101K +3,151 +18%
CW
205
Curio Wealth
Maryland
$664K -$1.44K -45 -0.2%
WTA
206
Washington Trust Advisors
Massachusetts
$657K +$639K +19,974 New
OC
207
Optima Capital
Oregon
$609K
MA
208
McGrath & Associates
North Carolina
$587K +$9.24K +289 +2%
Truist Financial
209
Truist Financial
North Carolina
$578K +$562K +17,572 New
HH
210
Hilltop Holdings
Texas
$555K +$230K +7,182 +74%
NGA
211
Naples Global Advisors
Florida
$552K
PWM
212
PBMares Wealth Management
Virginia
$546K +$155K +4,833 +41%
PWM
213
Parkshore Wealth Management
California
$539K -$1.82K -57 -0.3%
SA
214
Sanctuary Advisors
Indiana
$516K +$502K +15,681 New
TWP
215
Triad Wealth Partners
Kansas
$515K +$29.7K +930 +6%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$511K -$165K -5,149 -25%
MWM
217
Melfa Wealth Management
Massachusetts
$505K -$16K -500 -3%
AR
218
Apeiron RIA
Texas
$494K +$488K +15,258 New
FWMP
219
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$491K -$43.3K -1,355 -8%
MPCL
220
My Personal CFO LLC
Washington
$491K +$477K +14,926 New
CIAS
221
CFS Investment Advisory Services
New Jersey
$483K
EWA
222
EQ Wealth Advisors
Texas
$482K -$6.05K -189 -1%
WWA
223
Wingate Wealth Advisors
Massachusetts
$475K +$2.05K +64 +0.4%
ADL
224
Asset Dedication LLC
California
$474K +$1.82K +57 +0.4%
SM
225
Sensible Money
Arizona
$474K +$1.82K +57 +0.4%