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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
MCA
76
Maryland Capital Advisors
Maryland
$6.42M +$1.58M +51,203 +32%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.41M +$1.5M +48,474 +30%
LFGO
78
Legacy Financial Group (Oklahoma)
Oklahoma
$6.21M +$444K +14,373 +8%
LI
79
LRI Investments
Florida
$6.11M -$340K -11,017 -5%
WA
80
Waverly Advisors
Alabama
$6.02M +$174K +5,648 +3%
FFG
81
Fiduciary Financial Group
California
$5.88M +$625K +20,245 +11%
MWM
82
Momentous Wealth Management
Washington
$5.86M +$515K +16,674 +10%
MFG
83
Merit Financial Group
Georgia
$5.75M +$5.81M +188,109 New
GBFP
84
Golden Bell Financial Planning
Georgia
$5.72M +$403K +13,060 +8%
LAMC
85
Longview Asset Management (California)
California
$5.62M +$219K +7,096 +4%
MWM
86
Modera Wealth Management
New Jersey
$5.28M -$39.4K -1,276 -0.7%
FVIM
87
Fort Vancouver Investment Management
Washington
$4.99M +$2.57M +83,190 +104%
BTI
88
Blue Trust Inc
Georgia
$4.71M +$120K +3,884 +3%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$4.68M +$1.75M +56,759 +59%
CI
90
Cordant Inc
Oregon
$4.67M -$72.6K -2,349 -2%
MSF
91
Mustard Seed Financial
Arkansas
$4.64M +$304K +9,828 +7%
Osaic Holdings
92
Osaic Holdings
Arizona
$4.55M +$2.75M +89,041 +149%
EWA
93
EQ Wealth Advisors
Texas
$4.53M +$1.21M +39,227 +36%
SSB
94
Sandy Spring Bank
Maryland
$4.44M +$283K +9,172 +7%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$4.43M -$618 -20 -0%
EA
96
Eclectic Associates
California
$4.32M +$1.97M +63,804 +82%
SIM
97
Studio Investment Management
Illinois
$4.31M +$597K +19,336 +16%
SIS
98
Strategic Investment Solutions
Illinois
$4.23M +$962K +31,151 +29%
APP
99
Avantax Planning Partners
Iowa
$4.09M +$28K +907 +0.7%
VF
100
Vawter Financial
Ohio
$3.79M +$7.32K +237 +0.2%

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.