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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
AA
176
Aire Advisors
California
$764K
SFP
177
Sterling Financial Planning
New Jersey
$764K
BA
178
Bridgewater Advisors
New York
$741K
DWT
179
Dorsey & Whitney Trust
South Dakota
$702K
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$679K
SWM
181
Spire Wealth Management
Virginia
$664K
OA
182
Oceanside Advisors
South Carolina
$620K
TC
183
TownSquare Capital
Utah
$613K
DW30
184
Drucker Wealth 3.0
New Jersey
$613K
AWM
185
Aegis Wealth Management
Maryland
$613K
IWC
186
Infinity Wealth Counsel
Ohio
$611K
MML Investors Services
187
MML Investors Services
Massachusetts
$604K
FFM
188
Forum Financial Management
Illinois
$583K
OC
189
Optima Capital
Oregon
$566K
MWM
190
Melfa Wealth Management
Massachusetts
$561K
CW
191
Curio Wealth
Maryland
$540K
NGA
192
Naples Global Advisors
Florida
$513K
PWM
193
Perigon Wealth Management
California
$508K
MA
194
McGrath & Associates
North Carolina
$504K
IA
195
IFP Advisors
Florida
$499K
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$498K
PWM
197
Parkshore Wealth Management
California
$494K
FAM
198
Formidable Asset Management
Ohio
$485K
CAM
199
Clark Asset Management
New Hampshire
$472K
TIM
200
Tortoise Investment Management
New York
$472K