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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
CL
201
Choreo LLC
Illinois
$447K
CIAS
202
CFS Investment Advisory Services
New Jersey
$446K
WWA
203
Wingate Wealth Advisors
Massachusetts
$437K
SM
204
Sensible Money
Arizona
$436K
ADL
205
Asset Dedication LLC
California
$436K
SA
206
Seneschal Advisors
Washington
$432K
WRPWM
207
Werba Rubin Papier Wealth Management
California
$419K
WCWM
208
Willow Creek Wealth Management
California
$391K
TC
209
TAGStone Capital
North Carolina
$390K
TRCT
210
Tower Research Capital (TRC)
New York
$390K
WF
211
Warner Financial
Maryland
$385K
SFC
212
SYM Financial Corp
Indiana
$384K
QWM
213
Quadcap Wealth Management
Texas
$372K
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$356K
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
RCM
219
RB Capital Management
Nevada
$309K
HH
220
Hilltop Holdings
Texas
$296K
GM
221
GeoWealth Management
Illinois
$284K
AFO
222
Aurelius Family Office
New Hampshire
$280K
PWM
223
PBMares Wealth Management
Virginia
$267K
CWA
224
Canvas Wealth Advisors
Kansas
$266K
KAM
225
KEB Asset Management
Illinois
$259K