Stock ownership · SEC 13F · Q4 2025

DIMENSIONL US LARGE CAP

Who owns DIMENSIONL US LARGE CAP (CUSIP 25434V666)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$4.8M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $4.8M in DIMENSIONL US LARGE CAP positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$4.8M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V666 · Q4 2025 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $4.8M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - DIMENSIONL US LARGE CAP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of DIMENSIONL US LARGE CAP
  1. 1
    BDFS Capital LLC $3.8M
  2. 2
    Financially in Tune, LLC $900K
  3. 3
    Strategic Investment Solutions, Inc. /IL $143K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONL US LARGE CAP position has risen from 1 to 3 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q1'24Q2'24Q1'25Q3'25Q4'25 3
Distinct 13F filers holding DIMENSIONL US LARGE CAP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 BDFS Capital LLC 109,865 $3.8M 78.3%
2 Financially in Tune, LLC 26,299 $900K 18.7%
3 Strategic Investment Solutions, Inc. /IL 4,189 $143K 3.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONL US LARGE CAP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

BDFS Capital LLC $3.8M
Financially in Tune, LLC $900K
Strategic Investment Solutions, Inc. /IL $143K

Complete exits (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONL US LARGE CAP?▼
DIMENSIONL US LARGE CAP is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSIONL US LARGE CAP?▼
Institutions report $4.8M of DIMENSIONL US LARGE CAP as of Q4 2025.
How concentrated is ownership of DIMENSIONL US LARGE CAP?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONL US LARGE CAP, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIMENSIONL US LARGE CAP?▼
BDFS Capital LLC is the largest reported holder of DIMENSIONL US LARGE CAP with $3.8M across 109,865 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.