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Dimensional US Large Cap Value ETF

272 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 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 4042 (+2)

3% more funds holding

Funds holding: 264272 (+8)

1.05% less ownership

Funds ownership: 84.98%83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% 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
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$286M +$77.8M +2,518,513 +37%
EWA
2
EP Wealth Advisors
California
$198M +$43.3M +1,400,997 +28%
Corient Private Wealth
3
Corient Private Wealth
Florida
$164M +$18.4M +594,584 +12%
FG
4
Foster Group
Iowa
$104M +$1.53M +49,471 +1%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$86.2M +$5.72M +185,117 +7%
TI
6
Truepoint Inc
Ohio
$83.9M +$15.5M +502,401 +22%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$79.5M +$456K +14,762 +0.6%
SFS
8
Summit Financial Strategies
Ohio
$55.5M +$4.26M +137,749 +8%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$54.7M -$346K -11,189 -0.6%
AAS
10
Avantax Advisory Services
Texas
$52.8M +$12.5M +405,783 +31%
CHP
11
Cable Hill Partners
Oregon
$51.6M +$2.27M +73,602 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$49.4M +$3.72M +120,453 +8%
W
13
WPWealth
Texas
$45.9M -$1.51M -48,962 -3%
LPL Financial
14
LPL Financial
California
$39.5M +$6.79M +219,942 +20%
PFM
15
Phillips Financial Management
Indiana
$37.8M +$3.03M +98,137 +9%
QC
16
Quent Capital
New York
$35.2M +$3.95M +127,851 +12%
MG
17
Mather Group
Illinois
$32M +$7.18M +232,465 +28%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$32M +$2.66M +86,071 +9%
IFA
19
Index Fund Advisors
California
$30M +$1.91M +61,698 +7%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$29.6M +$3.94M +127,678 +15%
EFP
21
EnRich Financial Partners
Wisconsin
$29.5M -$219K -7,085 -0.7%
CF
22
Corrigan Financial
Rhode Island
$29M +$10.1M +326,579 +53%
DWP
23
Destiny Wealth Partners
Florida
$28.8M +$646K +20,927 +2%
OIA
24
OneDigital Investment Advisors
Kansas
$28.7M -$4.16M -134,708 -13%
TWP
25
Total Wealth Planning
Ohio
$26.9M +$1.95M +63,041 +8%

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.