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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
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$242K
MMPW
227
Mitchell McLeod Pugh & Williams
Alabama
$241K
OIM
228
Oder Investment Management
California
$240K
FWM
229
Fortress Wealth Management
California
$229K
WA
230
Wealthstream Advisors
New York
$220K
RCAG
231
Rehmann Capital Advisory Group
Michigan
$218K
MFA
232
McClarren Financial Advisors
Pennsylvania
$216K
FC
233
Family CFO
California
$211K
TWP
234
Triad Wealth Partners
Kansas
$206K
PAM
235
Pacific Asset Management
Washington
$203K
M
236
MATAURO
New York
$202K
JFGLC
237
Johnson Financial Group LLC (Colorado)
Colorado
$201K
CSP
238
Cary Street Partners
Virginia
$188K
VWA
239
VSM Wealth Advisory
Maryland
$178K
Morgan Stanley
240
Morgan Stanley
New York
$133K
AC
241
AlphaCore Capital
California
$119K
AA
242
Addison Advisors
Vermont
$116K
AF
243
Advisornet Financial
Minnesota
$96.2K
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$94.8K
AWM
245
Avondale Wealth Management
Texas
$92.3K
SAM
246
S.A. Mason
Michigan
$87.2K
CCM
247
Cloud Capital Management
Washington
$79K
ME
248
McIlrath & Eck
Washington
$72K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$64.5K
PAG
250
Paladin Advisory Group
Iowa
$61.4K