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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
FFM
201
Forum Financial Management
Illinois
$581K
OC
202
Optima Capital
Oregon
$574K
MA
203
McGrath & Associates
North Carolina
$544K
SWM
204
Spire Wealth Management
Virginia
$537K
PWP
205
Parkwoods Wealth Partners
New York
$522K
NGA
206
Naples Global Advisors
Florida
$521K
PWM
207
Parkshore Wealth Management
California
$510K
FWMP
208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$505K
MWM
209
Melfa Wealth Management
Massachusetts
$492K
FAM
210
Formidable Asset Management
Ohio
$485K
EWA
211
EQ Wealth Advisors
Texas
$460K
TWP
212
Triad Wealth Partners
Kansas
$457K
CIAS
213
CFS Investment Advisory Services
New Jersey
$453K
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$450K
WWA
215
Wingate Wealth Advisors
Massachusetts
$446K
IA
216
IFP Advisors
Florida
$446K
SM
217
Sensible Money
Arizona
$445K
ADL
218
Asset Dedication LLC
California
$445K
FCP
219
Fidelis Capital Partners
Florida
$443K
TC
220
TAGStone Capital
North Carolina
$419K
WRPWM
221
Werba Rubin Papier Wealth Management
California
$419K
WF
222
Warner Financial
Maryland
$393K
SFC
223
SYM Financial Corp
Indiana
$388K
QWM
224
Quadcap Wealth Management
Texas
$382K
OIM
225
Oder Investment Management
California
$372K