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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
AAP
101
Arax Advisory Partners
Colorado
$3.71M
AWM
102
Avior Wealth Management
Nebraska
$3.67M
RPA
103
Redwood Park Advisors
California
$3.52M
TWA
104
TCI Wealth Advisors
Arizona
$3.47M
CWP
105
Cyndeo Wealth Partners
Florida
$3.45M
AIS
106
American Investment Services
Massachusetts
$3.43M
EWA
107
Elevate Wealth Advisory
Georgia
$3.35M
BL
108
BFSG LLC
California
$3.35M
Stifel Financial
109
Stifel Financial
Missouri
$3.31M
PS
110
Pinney & Scofield
Massachusetts
$3.09M
GAM
111
GEM Asset Management
Michigan
$3.08M
VPF
112
Vantage Point Financial
Illinois
$3.04M
EFP
113
Envision Financial Planning
Tennessee
$2.99M
EB
114
Eastern Bank
Massachusetts
$2.99M
GCA
115
Gradient Capital Advisors
California
$2.9M
Raymond James Financial
116
Raymond James Financial
Florida
$2.88M
FFG
117
First Financial Group
North Carolina
$2.79M
SFC
118
Sprinkle Financial Consultants
Colorado
$2.79M
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$2.75M
CFO
120
Collective Family Office
Pennsylvania
$2.69M
PIA
121
Panoramic Investment Advisors
Colorado
$2.67M
CL
122
CLG LLC
California
$2.66M
MWA
123
Mills Wealth Advisors
Texas
$2.45M
SF
124
Strategent Financial
Virginia
$2.43M
BCM
125
BluePointe Capital Management
California
$2.38M