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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 %
AA
176
Aire Advisors
California
$764K +$54.8K +1,792 +8%
SFP
177
Sterling Financial Planning
New Jersey
$764K +$96.4K +3,153 +14%
BA
178
Bridgewater Advisors
New York
$741K +$741K +25,470 New
DWT
179
Dorsey & Whitney Trust
South Dakota
$702K +$143K +4,667 +26%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$679K +$67.3K +2,200 +11%
SWM
181
Spire Wealth Management
Virginia
$664K +$94.9K +3,103 +17%
OA
182
Oceanside Advisors
South Carolina
$620K +$37.9K +1,241 +7%
DW30
183
Drucker Wealth 3.0
New Jersey
$613K +$613K +20,062 New
TC
184
TownSquare Capital
Utah
$613K +$613K +20,062 New
AWM
185
Aegis Wealth Management
Maryland
$613K +$261K +8,531 +74%
IWC
186
Infinity Wealth Counsel
Ohio
$611K +$43.6K +1,425 +8%
MML Investors Services
187
MML Investors Services
Massachusetts
$604K +$127K +4,154 +27%
FFM
188
Forum Financial Management
Illinois
$583K -$59.3K -1,939 -9%
OC
189
Optima Capital
Oregon
$566K
MWM
190
Melfa Wealth Management
Massachusetts
$561K -$99.4K -3,250 -15%
CW
191
Curio Wealth
Maryland
$540K -$231M -17,930 -100%
NGA
192
Naples Global Advisors
Florida
$513K
PWM
193
Perigon Wealth Management
California
$508K +$508K +16,619 New
MA
194
McGrath & Associates
North Carolina
$504K +$12.8K +418 +3%
IA
195
IFP Advisors
Florida
$499K
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$498K +$189K +6,181 +61%
PWM
197
Parkshore Wealth Management
California
$494K -$9.45K -309 -2%
FAM
198
Formidable Asset Management
Ohio
$485K +$30.6K +1,000 +7%
CAM
199
Clark Asset Management
New Hampshire
$472K
TIM
200
Tortoise Investment Management
New York
$472K +$112K +3,650 +31%