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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 %
Cerity Partners
26
Cerity Partners
New York
$25.9M +$8.35M +273,152 +48%
TH
27
Team Hewins
California
$25.3M +$744K +24,346 +3%
TWM
28
Tumwater Wealth Management
Idaho
$24.8M +$428K +13,994 +2%
GOCP
29
Great Oak Capital Partners
Massachusetts
$24.3M
BPA
30
Beacon Pointe Advisors
California
$24.1M +$1.24M +40,592 +5%
TFG
31
Tilson Financial Group
New Jersey
$23.1M +$4.21M +137,724 +22%
AIM
32
Acropolis Investment Management
Missouri
$23M +$799K +26,133 +4%
JC
33
Jentner Corp
Ohio
$22.3M -$78.4K -2,566 -0.3%
NA
34
NewEdge Advisors
Louisiana
$20.9M -$5.29M -173,143 -20%
AC
35
Apella Capital
Connecticut
$20.8M +$13M +451,215 +168%
ACC
36
Acorn Creek Capital
Colorado
$18.9M +$427K +13,974 +2%
DPI
37
Diversified Portfolios Inc
Michigan
$18.8M +$2.22M +72,515 +13%
Bank of America
38
Bank of America
North Carolina
$18.7M +$8.86M +289,808 +90%
LFP
39
Lakeshore Financial Planning
Michigan
$18.3M +$408K +13,336 +2%
WA
40
Wealth Architects
California
$18M +$161K +5,256 +0.9%
HIF
41
Hill Island Financial
Michigan
$17.5M +$1.69M +55,159 +11%
EWA
42
Exencial Wealth Advisors
Oklahoma
$17.4M +$2.69M +87,937 +18%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$16M +$1.03M +33,828 +7%
Betterment LLC
44
Betterment LLC
New York
$15.3M +$1.94M +63,379 +14%
SHF
45
Stage Harbor Financial
Massachusetts
$15M +$1.72M +56,393 +13%
RFP
46
Root Financial Partners
California
$14.6M +$14.6M +478,614 New
TFA
47
Tobias Financial Advisors
Florida
$14.5M +$1.19M +39,066 +9%
RA
48
RFG Advisory
Alabama
$14.2M +$3.65M +119,299 +34%
SC
49
Schoolcraft Capital
Colorado
$14.2M +$612K +20,013 +4%
Mariner
50
Mariner
Kansas
$14.2M +$12.9M +421,729 +977%