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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
IAG
126
Investmark Advisory Group
Connecticut
$2.37M
PHWM
127
Pine Harbor Wealth Management
Maryland
$2.32M
PAG
128
Private Advisor Group
New Jersey
$2.31M
EFS
129
Essex Financial Services
Connecticut
$2.26M
VAG
130
Vannoy Advisory Group
Texas
$2.23M
MAA
131
Mraz Amerine & Associates
California
$2.21M
PWIA
132
Porter White Investment Advisors
Alabama
$2.17M
CFGF
133
Compass Financial Group (Florida)
Florida
$2.16M
BW
134
BIP Wealth
Georgia
$2.13M
FFA
135
Farther Finance Advisors
California
$2.03M
CA
136
Clune & Associates
Illinois
$1.81M
MFC
137
Morris Financial Concepts
South Carolina
$1.81M
Creative Planning
138
Creative Planning
Kansas
$1.77M
GFM
139
GEN Financial Management
Minnesota
$1.76M
AWE
140
Avidian Wealth Enterprises
Texas
$1.72M
DFC
141
DBK Financial Counsel
Ohio
$1.72M
KAS
142
Kestra Advisory Services
Texas
$1.68M
VW
143
Vance Wealth
California
$1.65M
RGF
144
Retirement Guys Formula
Ohio
$1.64M
TFA
145
Trinity Financial Advisors
Ohio
$1.63M
PIAS
146
PCA Investment Advisory Services
Ohio
$1.56M
SHFA
147
SC&H Financial Advisors
Maryland
$1.56M
MWM
148
McMill Wealth Management
Nebraska
$1.45M
LKBC
149
L.K. Benson & Company
Maryland
$1.45M
FPAS
150
Focus Partners Advisor Solutions
Missouri
$1.44M