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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 %
TWM
251
Topsail Wealth Management
North Carolina
$28.8K +$28.8K +958 New
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$23.9K +$21.5K +709 +875%
CA
253
Clearstead Advisors
Ohio
$21.8K +$21.8K +727 New
SRCM
254
Signature Resources Capital Management
California
$19.6K
CWP
255
Concord Wealth Partners
Virginia
$18.8K +$90 +3 +0.5%
LG
256
LAM Group
Oregon
$18.3K -$300 -10 -2%
TRCT
257
Tower Research Capital (TRC)
New York
$13.2K -$105K -3,506 -89%
VWM
258
Vermillion Wealth Management
Minnesota
$13.1K +$13.1K +437 New
DF
259
DecisionPoint Financial
Arizona
$12.5K
TCM
260
TruNorth Capital Management
Michigan
$10.8K
AWM
261
AE Wealth Management
Kansas
$8.26K +$8.26K +275 New
PMIM
262
Prudent Man Investment Management
Colorado
$7.21K +$7.21K +240 New
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$5K
PA
264
Parallel Advisors
California
$3.84K +$3.84K +128 New
AP
265
Americana Partners
Texas
-$327K -10,623 Closed
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
-$285K -9,246 Closed
OMC
267
Old Mission Capital
Illinois
-$283K -9,173 Closed
CPA
268
Capital Performance Advisors
California
-$184K -5,983 Closed
VAMG
269
Voisard Asset Management Group
Michigan
-$169K -5,473 Closed
PCA
270
Providence Capital Advisors
North Carolina
-$26.2K -849 Closed
CA
271
Claris Advisors
Missouri
-$14.7K -478 Closed
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11.4K -368 Closed