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Dimensional US Large Cap Value ETF

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMPW
226
Mitchell McLeod Pugh & Williams
Alabama
$236K +$236K +7,862 New
WA
227
Wealthstream Advisors
New York
$215K +$1.02K +34 +0.5%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$214K +$214K +7,142 New
MFA
229
McClarren Financial Advisors
Pennsylvania
$211K +$210K +7,025 +23,417%
FC
230
Family CFO
California
$207K -$46.7K -1,556 -18%
VWA
231
VSM Wealth Advisory
Maryland
$175K +$175K +5,811 New
EWA
232
EverSource Wealth Advisors
Alabama
$119K +$83.5K +2,782 +235%
Morgan Stanley
233
Morgan Stanley
New York
$116K -$41.5K -1,383 -26%
AA
234
Addison Advisors
Vermont
$114K +$94K +3,130 +478%
HNB
235
Huntington National Bank
Ohio
$94.2K -$1.45K
AF
236
Advisornet Financial
Minnesota
$94.1K +$70.1K +2,335 +292%
SAM
237
S.A. Mason
Michigan
$85.7K
AWM
238
Avondale Wealth Management
Texas
$83.9K
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$75K -$19.6K -654 -21%
ME
240
McIlrath & Eck
Washington
$70.4K +$360 +12 +0.5%
PAG
241
Paladin Advisory Group
Iowa
$60.3K
Fidelity Investments
242
Fidelity Investments
Massachusetts
$57.5K -$2.04K -68 -3%
CMBA
243
C.M. Bidwell & Associates
Hawaii
$56.8K +$6.37K +212 +13%
AA
244
Ancora Advisors
Ohio
$55.6K
GRP
245
Global Retirement Partners
California
$54.9K
LOIP
246
Live Oak Investment Partners
Texas
$43.5K
Wells Fargo
247
Wells Fargo
California
$37.5K -$22.1K -735 -37%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$33.3K
CTWM
249
Cherry Tree Wealth Management
Minnesota
$32.7K
GTAM
250
Global Trust Asset Management
Florida
$31.7K -$30K -1,000 -49%