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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 %
SEIA
151
Signature Estate & Investment Advisors
California
$1.43M +$241K +7,884 +20%
PL
152
Plancorp LLC
Missouri
$1.39M +$1.39M +45,531 New
CSB
153
City State Bank
Iowa
$1.35M +$655K +21,425 +95%
VPWA
154
Vestia Personal Wealth Advisors
Indiana
$1.29M +$209K +6,848 +19%
DI
155
Disciplined Investors
Texas
$1.28M +$177K +5,789 +16%
FNBT
156
FineMark National Bank & Trust
Florida
$1.28M -$62.4K -2,042 -5%
SCM
157
SOL Capital Management
Maryland
$1.26M +$705K +23,046 +126%
Citadel Advisors
158
Citadel Advisors
Florida
$1.26M +$1.26M +41,110 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.21M +$950K +31,062 +369%
EH
160
Equitable Holdings
New York
$1.18M +$341K +11,150 +40%
BIG
161
Builder Investment Group
Georgia
$1.18M +$109K +3,551 +10%
SPIA
162
Steward Partners Investment Advisory
New York
$1.15M +$863K +28,233 +299%
CCFM
163
Clear Creek Financial Management
Washington
$1.1M -$140K -4,571 -11%
EB
164
Emprise Bank
Kansas
$1.05M -$125K -4,080 -11%
LWM
165
LJI Wealth Management
Indiana
$1.02M +$455K +14,883 +81%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$995K -$486K -15,902 -33%
BFG
167
Berger Financial Group
Minnesota
$953K +$65K +2,125 +7%
CL
168
COWA LLC
Oklahoma
$901K +$901K +29,486 New
ZF
169
Zhang Financial
Michigan
$876K +$2.9K +95 +0.3%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$853K +$297K +9,722 +54%
CPA
171
Cardiff Park Advisors
California
$850K +$3.03K +99 +0.4%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$829K +$20.7K +677 +3%
Goldman Sachs
173
Goldman Sachs
New York
$826K +$826K +27,027 New
SIC
174
Samalin Investment Counsel
New York
$810K +$532K +17,416 +191%
SWA
175
Stratos Wealth Advisors
Ohio
$804K +$119K +3,894 +17%