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Dimensional US Large Cap Value ETF

199 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+24
Holders Change %
+13.71%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
34
Increased
113
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TH
26
Team Hewins
California
$21.1M 729,839 +7,609 +1%
BPA
27
Beacon Pointe Advisors
California
$20.7M 714,447 +24,832 +4%
TWP
28
Total Wealth Planning
Ohio
$20.5M 676,289 +101,457 +18%
AIM
29
Acropolis Investment Management
Missouri
$19.9M 686,944 +87,214 +15%
AAP
30
Arax Advisory Partners
Colorado
$18.5M 639,205 -6,907 -1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$18.5M 638,316 -23,670 -4%
JC
32
Jentner Corp
Ohio
$17.8M 615,603 +101,050 +20%
LFP
33
Lakeshore Financial Planning
Michigan
$17.1M 591,839 -10,247 -2%
ACC
34
Acorn Creek Capital
Colorado
$15.7M 541,838 +16,817 +3%
TFG
35
Tilson Financial Group
New Jersey
$12.8M 444,082 +26,557 +6%
SC
36
Schoolcraft Capital
Colorado
$12.7M 439,443 +86,818 +25%
CF
37
Corrigan Financial
Rhode Island
$12.7M 421,865
WA
38
Wealth Architects
California
$12.2M 420,951 +41,354 +11%
TFA
39
Tobias Financial Advisors
Florida
$11.6M 401,317 +81,277 +25%
LWM
40
Liberty Wealth Management
California
$11.5M 696,549 +307,868 +79%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$11M 382,067 +64,081 +20%
DPI
42
Diversified Portfolios Inc
Michigan
$10.7M 370,885 +152,334 +70%
EAM
43
Evanson Asset Management
California
$10.4M 360,529 +28,445 +9%
SHF
44
Stage Harbor Financial
Massachusetts
$10.2M 354,448 +29,805 +9%
V
45
VeraBank
Texas
$9.91M 342,700 +9,291 +3%
CPA
46
Cardiff Park Advisors
California
$9.6M 333,381 +815 +0.2%
EWA
47
Exencial Wealth Advisors
Oklahoma
$9.6M 331,967 +56,439 +20%
CPIG
48
Chicago Partners Investment Group
Illinois
$9.32M 308,543 +30,341 +11%
AAM
49
Austin Asset Management
Texas
$9.2M 318,223 +76,269 +32%
FWS
50
FinDec Wealth Services
California
$9.18M 317,691 +4,005 +1%