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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 %
MCA
76
Maryland Capital Advisors
Maryland
$6.42M +$1.57M +51,203 +32%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.41M +$1.48M +48,474 +30%
LFGO
78
Legacy Financial Group (Oklahoma)
Oklahoma
$6.21M +$439K +14,373 +8%
LI
79
LRI Investments
Florida
$6.11M -$337K -11,017 -5%
WA
80
Waverly Advisors
Alabama
$6.02M +$173K +5,648 +3%
FFG
81
Fiduciary Financial Group
California
$5.88M +$564K +20,245 +11%
MWM
82
Momentous Wealth Management
Washington
$5.86M +$510K +16,674 +10%
MFG
83
Merit Financial Group
Georgia
$5.75M +$5.75M +188,109 New
GBFP
84
Golden Bell Financial Planning
Georgia
$5.72M +$399K +13,060 +8%
LAMC
85
Longview Asset Management (California)
California
$5.62M +$217K +7,096 +4%
MWM
86
Modera Wealth Management
New Jersey
$5.28M -$39K -1,276 -0.7%
FVIM
87
Fort Vancouver Investment Management
Washington
$4.99M +$2.54M +83,190 +104%
BTI
88
Blue Trust Inc
Georgia
$4.71M +$119K +3,884 +3%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$4.68M +$1.74M +56,759 +59%
CI
90
Cordant Inc
Oregon
$4.67M -$71.8K -2,349 -2%
MSF
91
Mustard Seed Financial
Arkansas
$4.64M +$300K +9,828 +7%
Osaic Holdings
92
Osaic Holdings
Arizona
$4.55M +$2.72M +89,041 +149%
EWA
93
EQ Wealth Advisors
Texas
$4.53M +$1.2M +39,227 +36%
SSB
94
Sandy Spring Bank
Maryland
$4.44M +$280K +9,172 +7%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$4.43M -$611 -20 -0%
EA
96
Eclectic Associates
California
$4.32M +$1.95M +63,804 +82%
SIM
97
Studio Investment Management
Illinois
$4.31M +$591K +19,336 +16%
SIS
98
Strategic Investment Solutions
Illinois
$4.23M +$952K +31,151 +29%
APP
99
Avantax Planning Partners
Iowa
$4.09M +$27.7K +907 +0.7%
VF
100
Vawter Financial
Ohio
$3.79M +$7.25K +237 +0.2%