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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
SEIA
151
Signature Estate & Investment Advisors
California
$1.43M
PL
152
Plancorp LLC
Missouri
$1.39M
CSB
153
City State Bank
Iowa
$1.35M
VPWA
154
Vestia Personal Wealth Advisors
Indiana
$1.29M
DI
155
Disciplined Investors
Texas
$1.28M
FNBT
156
FineMark National Bank & Trust
Florida
$1.28M
SCM
157
SOL Capital Management
Maryland
$1.26M
Citadel Advisors
158
Citadel Advisors
Florida
$1.26M
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.21M
EH
160
Equitable Holdings
New York
$1.18M
BIG
161
Builder Investment Group
Georgia
$1.18M
SPIA
162
Steward Partners Investment Advisory
New York
$1.15M
CCFM
163
Clear Creek Financial Management
Washington
$1.1M
EB
164
Emprise Bank
Kansas
$1.05M
LWM
165
LJI Wealth Management
Indiana
$1.02M
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$995K
BFG
167
Berger Financial Group
Minnesota
$953K
CL
168
COWA LLC
Oklahoma
$901K
ZF
169
Zhang Financial
Michigan
$876K
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$853K
CPA
171
Cardiff Park Advisors
California
$850K
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$829K
Goldman Sachs
173
Goldman Sachs
New York
$826K
SIC
174
Samalin Investment Counsel
New York
$810K
SWA
175
Stratos Wealth Advisors
Ohio
$804K