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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
IWC
201
Infinity Wealth Counsel
Ohio
$700K
Citadel Advisors
202
Citadel Advisors
Florida
$683K
PWM
203
Perigon Wealth Management
California
$675K
SWM
204
Spire Wealth Management
Virginia
$673K
CW
205
Curio Wealth
Maryland
$664K
WTA
206
Washington Trust Advisors
Massachusetts
$657K
OC
207
Optima Capital
Oregon
$609K
MA
208
McGrath & Associates
North Carolina
$587K
Truist Financial
209
Truist Financial
North Carolina
$578K
HH
210
Hilltop Holdings
Texas
$555K
NGA
211
Naples Global Advisors
Florida
$552K
PWM
212
PBMares Wealth Management
Virginia
$546K
PWM
213
Parkshore Wealth Management
California
$539K
SA
214
Sanctuary Advisors
Indiana
$516K
TWP
215
Triad Wealth Partners
Kansas
$515K
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$511K
MWM
217
Melfa Wealth Management
Massachusetts
$505K
AR
218
Apeiron RIA
Texas
$494K
FWMP
219
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$491K
MPCL
220
My Personal CFO LLC
Washington
$491K
CIAS
221
CFS Investment Advisory Services
New Jersey
$483K
EWA
222
EQ Wealth Advisors
Texas
$482K
WWA
223
Wingate Wealth Advisors
Massachusetts
$475K
ADL
224
Asset Dedication LLC
California
$474K
SM
225
Sensible Money
Arizona
$474K