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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
SC
1
Savant Capital
Illinois
$509M +$76.7M +2,398,267 +18%
Corient Private Wealth
2
Corient Private Wealth
Florida
$170M -$14.8M -461,399 -8%
CCM
3
Coldstream Capital Management
Washington
$140M +$77.5M +2,422,652 +132%
FG
4
Foster Group
Iowa
$136M +$14.6M +455,065 +12%
TI
5
Truepoint Inc
Ohio
$104M +$10.5M +328,469 +12%
MFWP
6
Mosaic Family Wealth Partners
Missouri
$100M +$4.84M +151,427 +5%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$86.2M -$3.62K -113 -0%
HighTower Advisors
8
HighTower Advisors
Illinois
$69.2M +$4.73M +147,784 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$66.4M +$64.5M +2,016,898 New
SFS
10
Summit Financial Strategies
Ohio
$66M +$3M +93,907 +5%
RFP
11
Root Financial Partners
California
$62.4M +$29.3M +915,855 +93%
BPA
12
Beacon Pointe Advisors
California
$60.9M +$33.4M +1,045,291 +130%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$60.3M +$894K +27,938 +2%
LPL Financial
14
LPL Financial
California
$48.2M +$2.75M +85,981 +6%
PFM
15
Phillips Financial Management
Indiana
$46.3M +$2.99M +93,518 +7%
Cerity Partners
16
Cerity Partners
New York
$44.7M +$12.5M +390,323 +40%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$41.9M +$3.38M +105,553 +9%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$39.8M +$3.61M +112,930 +10%
QC
19
Quent Capital
New York
$39.6M +$4.64M +145,149 +14%
AC
20
Apella Capital
Connecticut
$38.1M +$6.34M +198,275 +20%
IFA
21
Index Fund Advisors
California
$37.5M +$2.27M +70,958 +7%
MG
22
Mather Group
Illinois
$37.1M +$709K +22,178 +2%
PFG
23
Premier Financial Group
California
$37M +$208K +6,494 +0.6%
TWP
24
Total Wealth Planning
Ohio
$34.8M +$2.25M +70,464 +7%
W
25
WPWealth
Texas
$34.5M -$2.79M -87,308 -8%