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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 %
AA
251
Ancora Advisors
Ohio
$56.6K
Fidelity Investments
252
Fidelity Investments
Massachusetts
$55.6K -$2.9K -95 -5%
Wells Fargo
253
Wells Fargo
California
$53.7K +$15.5K +506 +40%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$49K +$44.4K +1,454 +963%
EWA
255
EverSource Wealth Advisors
Alabama
$43K -$78.3K -2,561 -65%
DF
256
DecisionPoint Financial
Arizona
$36.9K +$24.2K +792 +191%
CTWM
257
Cherry Tree Wealth Management
Minnesota
$33.3K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$31.5K +$31.5K +1,031 New
TWM
259
Topsail Wealth Management
North Carolina
$29.3K
GTAM
260
Global Trust Asset Management
Florida
$28.4K -$3.82K -125 -12%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$27.3K -$49.1K -1,605 -64%
CA
262
Clearstead Advisors
Ohio
$22.2K
SRCM
263
Signature Resources Capital Management
California
$19.9K
HI
264
Harbour Investments
Wisconsin
$18.3K +$18.3K +600 New
VWM
265
Vermillion Wealth Management
Minnesota
$15.8K +$2.45K +80 +18%
TCM
266
TruNorth Capital Management
Michigan
$11K
PMIM
267
Prudent Man Investment Management
Colorado
$7.21K
CWP
268
Concord Wealth Partners
Virginia
$5.03K -$14.1K -461 -74%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$2.18K -$19.1K -709 -90%
DAS
270
Dynamic Advisor Solutions
Arizona
-$5.97M -198,864 Closed
Jane Street
271
Jane Street
New York
-$1.5M -50,112 Closed
PAS
272
Park Avenue Securities
New York
-$1.06M -35,288 Closed
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
-$730K -24,323 Closed
FTUS
274
Flow Traders U.S.
New York
-$632K -21,039 Closed
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
-$468K -15,577 Closed