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Dimensional US Large Cap Value ETF

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161175 (+14)

2.95% less ownership

Funds ownership: 82.36%79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
26
Quent Capital
New York
$17.4M +$10.9M +391,231 +207%
TWP
27
Total Wealth Planning
Ohio
$17.2M +$2.21M +79,145 +16%
HighTower Advisors
28
HighTower Advisors
Illinois
$16.2M +$2.26M +80,894 +18%
ACC
29
Acorn Creek Capital
Colorado
$15.7M +$635K +22,754 +5%
JC
30
Jentner Corp
Ohio
$15.4M +$3.41M +122,143 +31%
CF
31
Corrigan Financial
Rhode Island
$12.7M +$4.61M +165,241 +64%
TFG
32
Tilson Financial Group
New Jersey
$12.5M +$2.42M +86,744 +26%
LWM
33
Liberty Wealth Management
California
$11.7M -$201K -7,205 -2%
WA
34
Wealth Architects
California
$11.4M +$1.72M +61,819 +19%
SC
35
Schoolcraft Capital
Colorado
$10.6M +$1.38M +49,551 +16%
CPA
36
Cardiff Park Advisors
California
$10M +$53.8K +1,930 +0.6%
V
37
VeraBank
Texas
$10M +$810K +29,055 +10%
LFG
38
Larson Financial Group
Missouri
$9.98M -$886K -31,752 -9%
EAM
39
Evanson Asset Management
California
$9.96M +$3.59M +128,811 +63%
SHF
40
Stage Harbor Financial
Massachusetts
$9.74M +$1.32M +47,487 +17%
TFA
41
Tobias Financial Advisors
Florida
$9.6M +$970K +34,785 +12%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$9.54M +$2.37M +85,011 +36%
FWS
43
FinDec Wealth Services
California
$9.41M -$203K -7,285 -2%
AAS
44
Avantax Advisory Services
Texas
$8.52M +$6.77M +242,566 +586%
RA
45
RFG Advisory
Alabama
$8.43M +$102K +3,655 +1%
EWA
46
Exencial Wealth Advisors
Oklahoma
$8.26M +$3.3M +118,446 +75%
CPIG
47
Chicago Partners Investment Group
Illinois
$8.09M +$994K +35,632 +15%
MWA
48
Monograph Wealth Advisors
California
$7.69M +$735K +26,350 +11%
SC
49
Savant Capital
Illinois
$7.4M -$2.16M -77,542 -24%
AAM
50
Austin Asset Management
Texas
$7.26M +$198K +7,101 +3%

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.