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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
Cerity Partners
26
Cerity Partners
New York
$25.9M +$8.44M +273,152 +48%
TH
27
Team Hewins
California
$25.3M +$752K +24,346 +3%
TWM
28
Tumwater Wealth Management
Idaho
$24.8M +$432K +13,994 +2%
GOCP
29
Great Oak Capital Partners
Massachusetts
$24.3M
BPA
30
Beacon Pointe Advisors
California
$24.1M +$1.25M +40,592 +5%
TFG
31
Tilson Financial Group
New Jersey
$23.1M +$4.25M +137,724 +22%
AIM
32
Acropolis Investment Management
Missouri
$23M +$807K +26,133 +4%
JC
33
Jentner Corp
Ohio
$22.3M -$79.3K -2,566 -0.3%
NA
34
NewEdge Advisors
Louisiana
$20.9M -$5.35M -173,143 -20%
AC
35
Apella Capital
Connecticut
$20.8M +$13.9M +451,215 +168%
ACC
36
Acorn Creek Capital
Colorado
$18.9M +$432K +13,974 +2%
DPI
37
Diversified Portfolios Inc
Michigan
$18.8M +$2.24M +72,515 +13%
Bank of America
38
Bank of America
North Carolina
$18.7M +$8.95M +289,808 +90%
LFP
39
Lakeshore Financial Planning
Michigan
$18.3M +$412K +13,336 +2%
WA
40
Wealth Architects
California
$18M +$162K +5,256 +0.9%
HIF
41
Hill Island Financial
Michigan
$17.5M +$1.7M +55,159 +11%
EWA
42
Exencial Wealth Advisors
Oklahoma
$17.4M +$2.72M +87,937 +18%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$16M +$1.04M +33,828 +7%
Betterment LLC
44
Betterment LLC
New York
$15.3M +$1.96M +63,379 +14%
SHF
45
Stage Harbor Financial
Massachusetts
$15M +$1.74M +56,393 +13%
RFP
46
Root Financial Partners
California
$14.6M +$14.8M +478,614 New
TFA
47
Tobias Financial Advisors
Florida
$14.5M +$1.21M +39,066 +9%
RA
48
RFG Advisory
Alabama
$14.2M +$3.69M +119,299 +34%
SC
49
Schoolcraft Capital
Colorado
$14.2M +$618K +20,013 +4%
Mariner
50
Mariner
Kansas
$14.2M +$13M +421,729 +977%

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.