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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 %
V
51
VeraBank
Texas
$13.4M +$912K +29,830 +7%
EAM
52
Evanson Asset Management
California
$13.2M +$607K +19,842 +5%
FF
53
Francis Financial
$12.7M +$1.26M +41,208 +11%
LWM
54
Liberty Wealth Management
California
$12.4M -$187K -6,125 -1%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$12.1M +$2.33M +76,353 +24%
FWS
56
FinDec Wealth Services
California
$11.9M +$3.41M +111,620 +40%
CPIG
57
Chicago Partners Investment Group
Illinois
$11.5M +$331K +11,322 +3%
KFG
58
Kelly Financial Group
Connecticut
$10.7M +$876K +28,656 +9%
AAM
59
Austin Asset Management
Texas
$10.6M +$112K +3,661 +1%
BAM
60
BOS Asset Management
Illinois
$10.4M +$716K +23,435 +7%
AA
61
Advisory Alpha
Michigan
$10.3M +$1.32M +43,332 +15%
RWM
62
Ruedi Wealth Management
Illinois
$9.78M +$812K +26,549 +9%
MWA
63
Monograph Wealth Advisors
California
$8.91M -$133K -4,367 -1%
BOC
64
Blue Oak Capital
California
$8.26M -$639K -20,904 -7%
MWG
65
Martin Worley Group
Utah
$8.14M +$1.23M +40,391 +18%
BH
66
Burk Holdings
Oklahoma
$8.02M +$311K +10,175 +4%
AF
67
Allworth Financial
California
$7.77M +$1.5M +51,851 +24%
LW
68
Linscomb Wealth
Texas
$7.76M +$4.65M +152,189 +150%
DI
69
Disciplined Investments
Oklahoma
$7.74M +$2.48M +81,251 +47%
LW
70
Lauer Wealth
Indiana
$7.51M +$864K +29,700 +13%
PFA
71
Pillar Financial Advisors
Kentucky
$7.39M +$561K +18,344 +8%
GAM
72
Gemmer Asset Management
California
$7.23M +$80.4K +2,630 +1%
LFG
73
Larson Financial Group
Missouri
$7.18M -$480K -15,714 -6%
SWA
74
Sax Wealth Advisors
New Jersey
$6.76M +$431K +14,096 +7%
LFA
75
Level Financial Advisors
New York
$6.6M +$584K +19,102 +10%