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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
AAP
101
Arax Advisory Partners
Colorado
$3.71M -$16.1M -522,219 -81%
AWM
102
Avior Wealth Management
Nebraska
$3.67M -$381K -12,332 -9%
RPA
103
Redwood Park Advisors
California
$3.52M +$80.6K +2,609 +2%
TWA
104
TCI Wealth Advisors
Arizona
$3.47M +$827K +26,770 +31%
CWP
105
Cyndeo Wealth Partners
Florida
$3.45M +$259K +8,379 +8%
AIS
106
American Investment Services
Massachusetts
$3.43M +$624K +20,189 +22%
EWA
107
Elevate Wealth Advisory
Georgia
$3.35M +$93.7K +3,034 +3%
BL
108
BFSG LLC
California
$3.35M +$448K +14,513 +15%
Stifel Financial
109
Stifel Financial
Missouri
$3.31M +$3.05M +98,875 +1,069%
PS
110
Pinney & Scofield
Massachusetts
$3.09M +$651K +21,080 +26%
GAM
111
GEM Asset Management
Michigan
$3.08M +$306K +9,903 +11%
VPF
112
Vantage Point Financial
Illinois
$3.04M +$239K +7,749 +8%
EFP
113
Envision Financial Planning
Tennessee
$2.99M +$54.3K +1,757 +2%
EB
114
Eastern Bank
Massachusetts
$2.99M -$25.1M -813,458 -89%
GCA
115
Gradient Capital Advisors
California
$2.9M +$483K +15,625 +20%
Raymond James Financial
116
Raymond James Financial
Florida
$2.88M +$1.41M +45,517 +94%
FFG
117
First Financial Group
North Carolina
$2.79M +$179K +5,802 +7%
SFC
118
Sprinkle Financial Consultants
Colorado
$2.79M +$611K +19,793 +28%
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$2.75M
CFO
120
Collective Family Office
Pennsylvania
$2.69M +$365K +11,831 +16%
PIA
121
Panoramic Investment Advisors
Colorado
$2.67M +$254K +8,228 +10%
CL
122
CLG LLC
California
$2.66M +$99.7K +3,226 +4%
MWA
123
Mills Wealth Advisors
Texas
$2.45M +$244K +7,907 +11%
SF
124
Strategent Financial
Virginia
$2.43M +$556K +17,991 +29%
BCM
125
BluePointe Capital Management
California
$2.38M +$1.37M +44,466 +133%

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.