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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 %
CL
201
Choreo LLC
Illinois
$447K +$115K +3,772 +35%
CIAS
202
CFS Investment Advisory Services
New Jersey
$446K
WWA
203
Wingate Wealth Advisors
Massachusetts
$437K +$1.8K +59 +0.4%
SM
204
Sensible Money
Arizona
$436K -$459 -15 -0.1%
ADL
205
Asset Dedication LLC
California
$436K +$1.62K +53 +0.4%
SA
206
Seneschal Advisors
Washington
$432K +$20.5K +670 +5%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$419K -$329K -10,752 -44%
WCWM
208
Willow Creek Wealth Management
California
$391K +$5.63K +184 +1%
TC
209
TAGStone Capital
North Carolina
$390K -$367 -12 -0.1%
TRCT
210
Tower Research Capital (TRC)
New York
$390K +$376K +12,314 +2,811%
WF
211
Warner Financial
Maryland
$385K +$1.59K +52 +0.4%
SFC
212
SYM Financial Corp
Indiana
$384K
QWM
213
Quadcap Wealth Management
Texas
$372K -$6.88K -225 -2%
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$356K +$65.6K +2,143 +23%
RFP
215
RCS Financial Planning
Maryland
$349K
QCM
216
Quantinno Capital Management
New York
$348K
AUB
217
Atlantic Union Bankshares
Virginia
$321K
RIP
218
RAM Investment Partners
Washington
$309K +$39.3K +1,285 +15%
RCM
219
RB Capital Management
Nevada
$309K +$62.2K +2,036 +25%
HH
220
Hilltop Holdings
Texas
$296K -$16.1K -527 -5%
GM
221
GeoWealth Management
Illinois
$284K +$284K +9,301 New
AFO
222
Aurelius Family Office
New Hampshire
$280K -$517K -16,922 -65%
PWM
223
PBMares Wealth Management
Virginia
$267K +$6.08K +199 +2%
CWA
224
Canvas Wealth Advisors
Kansas
$266K +$266K +9,389 New
KAM
225
KEB Asset Management
Illinois
$259K -$99.9K -3,268 -28%