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Dimensional US Large Cap Value ETF

272 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 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 4042 (+2)

3% more funds holding

Funds holding: 264272 (+8)

1.05% less ownership

Funds ownership: 84.98%83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% 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
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Paladin Advisory Group
Iowa
$61.4K
AA
252
Ancora Advisors
Ohio
$56.6K
Fidelity Investments
253
Fidelity Investments
Massachusetts
$55.6K -$2.94K -95 -5%
Wells Fargo
254
Wells Fargo
California
$53.7K +$15.6K +506 +40%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$49K +$44.9K +1,454 +963%
EWA
256
EverSource Wealth Advisors
Alabama
$43K -$79.1K -2,561 -65%
DF
257
DecisionPoint Financial
Arizona
$36.9K +$24.5K +792 +191%
CTWM
258
Cherry Tree Wealth Management
Minnesota
$33.3K
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$31.5K +$31.8K +1,031 New
TWM
260
Topsail Wealth Management
North Carolina
$29.3K
GTAM
261
Global Trust Asset Management
Florida
$28.4K -$3.86K -125 -12%
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$27.3K -$49.6K -1,605 -64%
CA
263
Clearstead Advisors
Ohio
$22.2K
SRCM
264
Signature Resources Capital Management
California
$19.9K
HI
265
Harbour Investments
Wisconsin
$18.3K +$18.5K +600 New
NSG
266
Nalls Sherbakoff Group
Tennessee
$16.1K +$16.3K +528 New
VWM
267
Vermillion Wealth Management
Minnesota
$15.8K +$2.47K +80 +18%
TCM
268
TruNorth Capital Management
Michigan
$11K
PMIM
269
Prudent Man Investment Management
Colorado
$7.21K
CWP
270
Concord Wealth Partners
Virginia
$5.03K -$14.2K -461 -74%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$2.18K -$21.9K -709 -90%
MWA
272
Medallion Wealth Advisors
Connecticut
$1.07K
DAS
273
Dynamic Advisor Solutions
Arizona
-$5.97M -198,864 Closed
Jane Street
274
Jane Street
New York
-$1.5M -50,112 Closed
PAS
275
Park Avenue Securities
New York
-$1.06M -35,288 Closed

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.