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Dimensional US Large Cap Value ETF

102 hedge funds and large institutions have $508M invested in Dimensional US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+21
Holders Change %
+25.93%
% of All Funds
1.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
28
Increased
56
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
51
Tobias Financial Advisors
Florida
$1.18M +$641K +25,240 +118%
DPI
52
Diversified Portfolios Inc
Michigan
$1.17M +$1.17M +46,089 New
SHFA
53
SC&H Financial Advisors
Maryland
$1.14M +$816K +32,126 +252%
CFO
54
Collective Family Office
Pennsylvania
$1.13M +$81.3K +3,202 +8%
LFGO
55
Legacy Financial Group (Oklahoma)
Oklahoma
$969K +$700K +27,559 +261%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$961K +$961K +37,848 New
BTI
57
Blue Trust Inc
Georgia
$839K +$839K +34,156 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$828K +$514K +20,242 +164%
MCA
59
Maryland Capital Advisors
Maryland
$736K -$17.3K -683 -2%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$729K +$729K +28,700 New
MWM
61
Modera Wealth Management
New Jersey
$719K +$719K +28,321 New
CPA
62
Cardiff Park Advisors
California
$685K +$1.35K +53 +0.2%
MWA
63
Mills Wealth Advisors
Texas
$666K +$46.4K +1,827 +7%
CFGF
64
Compass Financial Group (Florida)
Florida
$657K +$138K +5,445 +27%
IAG
65
Investmark Advisory Group
Connecticut
$519K +$218K +8,593 +73%
SWA
66
Sax Wealth Advisors
New Jersey
$412K +$412K +16,210 New
HKIMG
67
Hutchens & Kramer Investment Management Group
Indiana
$408K -$117K -4,598 -22%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$380K +$380K +14,952 New
SC
69
Savant Capital
Illinois
$356K -$390K -15,351 -52%
RWM
70
Ruedi Wealth Management
Illinois
$356K +$355K +13,973 +42,342%
AFS
71
Annapolis Financial Services
Maryland
$354K +$42.6K +1,679 +14%
AA
72
Aire Advisors
California
$349K
DFC
73
DBK Financial Counsel
Ohio
$348K
CAM
74
Cresset Asset Management
Illinois
$320K +$320K +12,605 New
IWA
75
Intercontinental Wealth Advisors
Texas
$312K