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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 %
AAP
101
Arax Advisory Partners
Colorado
$3.71M -$16M -522,219 -81%
AWM
102
Avior Wealth Management
Nebraska
$3.67M -$377K -12,332 -9%
RPA
103
Redwood Park Advisors
California
$3.52M +$79.8K +2,609 +2%
TWA
104
TCI Wealth Advisors
Arizona
$3.47M +$818K +26,770 +31%
CWP
105
Cyndeo Wealth Partners
Florida
$3.45M +$256K +8,379 +8%
AIS
106
American Investment Services
Massachusetts
$3.43M +$617K +20,189 +22%
EWA
107
Elevate Wealth Advisory
Georgia
$3.35M +$92.8K +3,034 +3%
BL
108
BFSG LLC
California
$3.35M +$444K +14,513 +15%
Stifel Financial
109
Stifel Financial
Missouri
$3.31M +$3.02M +98,875 +1,069%
PS
110
Pinney & Scofield
Massachusetts
$3.09M +$644K +21,080 +26%
GAM
111
GEM Asset Management
Michigan
$3.08M +$302K +9,903 +11%
VPF
112
Vantage Point Financial
Illinois
$3.04M +$237K +7,749 +8%
EFP
113
Envision Financial Planning
Tennessee
$2.99M +$53.7K +1,757 +2%
EB
114
Eastern Bank
Massachusetts
$2.99M -$24.9M -813,458 -89%
GCA
115
Gradient Capital Advisors
California
$2.9M +$478K +15,625 +20%
Raymond James Financial
116
Raymond James Financial
Florida
$2.88M +$1.39M +45,517 +94%
FFG
117
First Financial Group
North Carolina
$2.79M +$177K +5,802 +7%
SFC
118
Sprinkle Financial Consultants
Colorado
$2.79M +$605K +19,793 +28%
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$2.75M
CFO
120
Collective Family Office
Pennsylvania
$2.69M +$362K +11,831 +16%
PIA
121
Panoramic Investment Advisors
Colorado
$2.67M +$252K +8,228 +10%
CL
122
CLG LLC
California
$2.66M +$98.6K +3,226 +4%
MWA
123
Mills Wealth Advisors
Texas
$2.45M +$242K +7,907 +11%
SF
124
Strategent Financial
Virginia
$2.43M +$550K +17,991 +29%
BCM
125
BluePointe Capital Management
California
$2.38M +$1.36M +44,466 +133%