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Dimensional US Large Cap Value ETF

269 hedge funds and large institutions have $2.72B invested in Dimensional US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 172 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
3.65%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.57%
New
24
Increased
172
Reduced
48
Closed
11
Calls
$196K
Puts
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
226
C.M. Bidwell & Associates
Hawaii
$242K +$184K +6,035 +319%
MMPW
227
Mitchell McLeod Pugh & Williams
Alabama
$241K +$825 +27 +0.3%
OIM
228
Oder Investment Management
California
$240K +$240K +7,848 New
FWM
229
Fortress Wealth Management
California
$229K +$229K +7,484 New
WA
230
Wealthstream Advisors
New York
$220K +$917 +30 +0.4%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$218K
MFA
232
McClarren Financial Advisors
Pennsylvania
$216K -$80.6K -1,918 -27%
FC
233
Family CFO
California
$211K
TWP
234
Triad Wealth Partners
Kansas
$206K +$206K +6,745 New
PAM
235
Pacific Asset Management
Washington
$203K +$203K +6,631 New
M
236
MATAURO
New York
$202K +$202K +6,603 New
JFGLC
237
Johnson Financial Group LLC (Colorado)
Colorado
$201K +$201K +6,561 New
CSP
238
Cary Street Partners
Virginia
$188K -$94.5K -3,091 -33%
VWA
239
VSM Wealth Advisory
Maryland
$178K
Morgan Stanley
240
Morgan Stanley
New York
$133K +$15.3K +499 +13%
AC
241
AlphaCore Capital
California
$119K +$119K +3,889 New
AA
242
Addison Advisors
Vermont
$116K
AF
243
Advisornet Financial
Minnesota
$96.2K +$397 +13 +0.4%
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$94.8K +$94.8K +3,100 New
AWM
245
Avondale Wealth Management
Texas
$92.3K +$6.88K +225 +8%
SAM
246
S.A. Mason
Michigan
$87.2K
CCM
247
Cloud Capital Management
Washington
$79K +$79K +2,585 New
ME
248
McIlrath & Eck
Washington
$72K +$275 +9 +0.4%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$64.5K +$30.5K +999 +90%
PAG
250
Paladin Advisory Group
Iowa
$61.4K