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Dimensional US Large Cap Value ETF

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
26
Total Wealth Planning
Ohio
$13.4M +$3.44M +127,125 +34%
HighTower Advisors
27
HighTower Advisors
Illinois
$12.4M +$2.1M +77,724 +20%
LWM
28
Liberty Wealth Management
California
$10.7M -$71.7K -2,649 -0.7%
JC
29
Jentner Corp
Ohio
$10.6M +$7.42M +274,320 +232%
LFG
30
Larson Financial Group
Missouri
$9.86M +$1.41M +51,968 +17%
CPA
31
Cardiff Park Advisors
California
$9.57M +$8.79M +303,581 +1,122%
TFG
32
Tilson Financial Group
New Jersey
$8.95M +$4.35M +160,756 +95%
SC
33
Savant Capital
Illinois
$8.77M -$2.26M -83,644 -21%
FWS
34
FinDec Wealth Services
California
$8.68M -$4.31M -159,444 -33%
WA
35
Wealth Architects
California
$8.6M +$1.9M +70,392 +28%
V
36
VeraBank
Texas
$8.23M +$1.38M +50,886 +20%
SC
37
Schoolcraft Capital
Colorado
$8.2M +$3.34M +123,568 +69%
TFA
38
Tobias Financial Advisors
Florida
$7.72M +$1.74M +64,157 +29%
RA
39
RFG Advisory
Alabama
$7.51M -$3.59M -132,564 -32%
SHF
40
Stage Harbor Financial
Massachusetts
$7.5M +$7.5M +277,156 New
CF
41
Corrigan Financial
Rhode Island
$6.94M +$1.61M +59,338 +30%
CPIG
42
Chicago Partners Investment Group
Illinois
$6.54M +$763K +28,317 +13%
AAM
43
Austin Asset Management
Texas
$6.35M +$250K +9,249 +4%
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$6.3M +$1.08M +39,759 +21%
MWA
45
Monograph Wealth Advisors
California
$6.23M +$6.23M +230,175 New
LW
46
Lauer Wealth
Indiana
$6M
EAM
47
Evanson Asset Management
California
$5.5M +$1.48M +54,800 +37%
QC
48
Quent Capital
New York
$5.1M +$1.89M +69,960 +59%
NA
49
NewEdge Advisors
Louisiana
$4.85M -$964K -35,769 -17%
EWA
50
Exencial Wealth Advisors
Oklahoma
$4.25M +$2.3M +85,116 +118%