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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 %
SC
1
Savant Capital
Illinois
$289M +$80M +2,616,767 +38%
EWA
2
EP Wealth Advisors
California
$198M +$42.8M +1,400,997 +28%
Corient Private Wealth
3
Corient Private Wealth
Florida
$164M +$18.2M +594,584 +12%
FG
4
Foster Group
Iowa
$104M +$1.51M +49,471 +1%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$86.2M +$5.66M +185,117 +7%
TI
6
Truepoint Inc
Ohio
$83.9M +$15.4M +502,401 +22%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$79.5M +$451K +14,762 +0.6%
SFS
8
Summit Financial Strategies
Ohio
$55.5M +$4.21M +137,749 +8%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$54.7M -$342K -11,189 -0.6%
AAS
10
Avantax Advisory Services
Texas
$52.8M +$12.4M +405,783 +31%
CHP
11
Cable Hill Partners
Oregon
$51.6M +$2.14M +73,602 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$49.4M +$3.68M +120,453 +8%
W
13
WPWealth
Texas
$45.9M -$1.5M -48,962 -3%
LPL Financial
14
LPL Financial
California
$39.5M +$6.72M +219,942 +20%
PFM
15
Phillips Financial Management
Indiana
$37.8M +$3M +98,137 +9%
QC
16
Quent Capital
New York
$35.2M +$3.91M +127,851 +12%
MG
17
Mather Group
Illinois
$32M +$7.11M +232,465 +28%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$32M +$2.63M +86,071 +9%
IFA
19
Index Fund Advisors
California
$30M +$1.89M +61,698 +7%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$29.6M +$3.9M +127,678 +15%
EFP
21
EnRich Financial Partners
Wisconsin
$29.5M -$217K -7,085 -0.7%
CF
22
Corrigan Financial
Rhode Island
$29M +$9.98M +326,579 +53%
DWP
23
Destiny Wealth Partners
Florida
$28.8M +$640K +20,927 +2%
OIA
24
OneDigital Investment Advisors
Kansas
$28.7M -$4.12M -134,708 -13%
TWP
25
Total Wealth Planning
Ohio
$26.9M +$1.93M +63,041 +8%