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Dimensional US Large Cap Value ETF

81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
28
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$489K -$964K -39,254 -66%
HighTower Advisors
52
HighTower Advisors
Illinois
$438K +$438K +17,835 New
BAM
53
Baldrige Asset Management
Pennsylvania
$355K +$310K +12,620 +686%
FFA
54
Farther Finance Advisors
California
$352K +$352K +14,325 New
AA
55
Aire Advisors
California
$338K +$338K +13,755 New
DFC
56
DBK Financial Counsel
Ohio
$336K +$336K +13,695 New
MFA
57
McClarren Financial Advisors
Pennsylvania
$333K +$333K +13,604 New
SHFA
58
SC&H Financial Advisors
Maryland
$313K +$313K +12,739 New
IWA
59
Intercontinental Wealth Advisors
Texas
$302K +$302K +12,300 New
AFS
60
Annapolis Financial Services
Maryland
$301K +$301K +12,249 New
IAG
61
Investmark Advisory Group
Connecticut
$291K +$291K +11,847 New
BSWA
62
Bromfield Sneider Wealth Advisors
Massachusetts
$269K +$269K +10,962 New
Wells Fargo
63
Wells Fargo
California
$266K +$266K +10,840 New
LFGO
64
Legacy Financial Group (Oklahoma)
Oklahoma
$260K +$260K +10,577 New
SIS
65
Strategic Investment Solutions
Illinois
$243K +$2.41K +98 +1%
WCWM
66
Willow Creek Wealth Management
California
$234K +$234K +9,511 New
PFM
67
Phillips Financial Management
Indiana
$226K +$226K +9,190 New
NFP
68
NorthLanding Financial Partners
New York
$204K +$204K +8,320 New
TIM
69
Tortoise Investment Management
New York
$197K +$197K +8,000 New
MFC
70
Morris Financial Concepts
South Carolina
$140K +$125K +5,106 +876%
LFA
71
Level Financial Advisors
New York
$52.7K +$52.7K +2,144 New
AA
72
Ancora Advisors
Ohio
$45.5K +$45.5K +1,850 New
IA
73
IFP Advisors
Florida
$29K +$4.3K +174 +17%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$27.3K +$27.3K +1,110 New
TWA
75
TCI Wealth Advisors
Arizona
$24K +$24K +976 New