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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
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$196K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
76
Maryland Capital Advisors
Maryland
$6.42M
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.41M
LFGO
78
Legacy Financial Group (Oklahoma)
Oklahoma
$6.21M
LI
79
LRI Investments
Florida
$6.11M
WA
80
Waverly Advisors
Alabama
$6.02M
FFG
81
Fiduciary Financial Group
California
$5.88M
MWM
82
Momentous Wealth Management
Washington
$5.86M
MFG
83
Merit Financial Group
Georgia
$5.75M
GBFP
84
Golden Bell Financial Planning
Georgia
$5.72M
LAMC
85
Longview Asset Management (California)
California
$5.62M
MWM
86
Modera Wealth Management
New Jersey
$5.28M
FVIM
87
Fort Vancouver Investment Management
Washington
$4.99M
BTI
88
Blue Trust Inc
Georgia
$4.71M
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$4.68M
CI
90
Cordant Inc
Oregon
$4.67M
MSF
91
Mustard Seed Financial
Arkansas
$4.64M
Osaic Holdings
92
Osaic Holdings
Arizona
$4.55M
EWA
93
EQ Wealth Advisors
Texas
$4.53M
SSB
94
Sandy Spring Bank
Maryland
$4.44M
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$4.43M
EA
96
Eclectic Associates
California
$4.32M
SIM
97
Studio Investment Management
Illinois
$4.31M
SIS
98
Strategic Investment Solutions
Illinois
$4.23M
APP
99
Avantax Planning Partners
Iowa
$4.09M
VF
100
Vawter Financial
Ohio
$3.79M