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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 %
IAG
126
Investmark Advisory Group
Connecticut
$2.37M +$5.66K +185 +0.2%
PHWM
127
Pine Harbor Wealth Management
Maryland
$2.32M +$55.8K +1,826 +2%
PAG
128
Private Advisor Group
New Jersey
$2.31M +$277K +9,052 +14%
EFS
129
Essex Financial Services
Connecticut
$2.26M -$617K -20,194 -21%
VAG
130
Vannoy Advisory Group
Texas
$2.23M -$12.9K -422 -0.6%
MAA
131
Mraz Amerine & Associates
California
$2.21M -$51.8K -1,711 -2%
PWIA
132
Porter White Investment Advisors
Alabama
$2.17M +$200K +6,529 +10%
CFGF
133
Compass Financial Group (Florida)
Florida
$2.16M +$292K +9,566 +16%
BW
134
BIP Wealth
Georgia
$2.13M +$469K +15,350 +28%
FFA
135
Farther Finance Advisors
California
$2.03M -$26K -852 -1%
CA
136
Clune & Associates
Illinois
$1.81M +$10.5K +344 +0.6%
MFC
137
Morris Financial Concepts
South Carolina
$1.81M +$189K +6,178 +12%
Creative Planning
138
Creative Planning
Kansas
$1.77M +$98.4K +3,220 +6%
GFM
139
GEN Financial Management
Minnesota
$1.76M -$398K -13,032 -18%
AWE
140
Avidian Wealth Enterprises
Texas
$1.72M
DFC
141
DBK Financial Counsel
Ohio
$1.72M +$44.8K +1,467 +3%
KAS
142
Kestra Advisory Services
Texas
$1.68M +$7.18K +235 +0.4%
VW
143
Vance Wealth
California
$1.65M +$1.65M +54,063 New
RGF
144
Retirement Guys Formula
Ohio
$1.64M -$325K -10,616 -16%
TFA
145
Trinity Financial Advisors
Ohio
$1.63M -$53.8K -1,842 -3%
PIAS
146
PCA Investment Advisory Services
Ohio
$1.56M +$385K +12,580 +33%
SHFA
147
SC&H Financial Advisors
Maryland
$1.56M +$120K +3,941 +8%
MWM
148
McMill Wealth Management
Nebraska
$1.45M +$270K +8,820 +23%
LKBC
149
L.K. Benson & Company
Maryland
$1.45M +$5.93K +194 +0.4%
FPAS
150
Focus Partners Advisor Solutions
Missouri
$1.44M -$166K -5,420 -10%