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Dimensional US Large Cap Value ETF

272 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 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 4042 (+2)

3% more funds holding

Funds holding: 264272 (+8)

1.05% less ownership

Funds ownership: 84.98%83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% 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
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
151
Signature Estate & Investment Advisors
California
$1.43M +$244K +7,884 +20%
PL
152
Plancorp LLC
Missouri
$1.39M +$1.41M +45,531 New
CSB
153
City State Bank
Iowa
$1.35M +$662K +21,425 +95%
VPWA
154
Vestia Personal Wealth Advisors
Indiana
$1.29M +$212K +6,848 +19%
DI
155
Disciplined Investors
Texas
$1.28M +$179K +5,789 +16%
FNBT
156
FineMark National Bank & Trust
Florida
$1.28M -$63.1K -2,042 -5%
SCM
157
SOL Capital Management
Maryland
$1.26M +$712K +23,046 +126%
Citadel Advisors
158
Citadel Advisors
Florida
$1.26M +$1.27M +41,110 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.21M +$959K +31,062 +369%
EH
160
Equitable Holdings
New York
$1.18M +$344K +11,150 +40%
BIG
161
Builder Investment Group
Georgia
$1.18M +$110K +3,551 +10%
SPIA
162
Steward Partners Investment Advisory
New York
$1.15M +$872K +28,233 +299%
CCFM
163
Clear Creek Financial Management
Washington
$1.1M -$141K -4,571 -11%
EB
164
Emprise Bank
Kansas
$1.05M -$126K -4,080 -11%
LWM
165
LJI Wealth Management
Indiana
$1.02M +$460K +14,883 +81%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$995K -$491K -15,902 -33%
BFG
167
Berger Financial Group
Minnesota
$953K +$65.6K +2,125 +7%
CL
168
COWA LLC
Oklahoma
$901K +$911K +29,486 New
ZF
169
Zhang Financial
Michigan
$876K +$2.94K +95 +0.3%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$853K +$300K +9,722 +54%
CPA
171
Cardiff Park Advisors
California
$850K +$3.06K +99 +0.4%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$829K +$20.9K +677 +3%
Goldman Sachs
173
Goldman Sachs
New York
$826K +$835K +27,027 New
SIC
174
Samalin Investment Counsel
New York
$810K +$538K +17,416 +191%
SWA
175
Stratos Wealth Advisors
Ohio
$804K +$120K +3,894 +17%

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.