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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
BAM
51
BOS Asset Management
Illinois
$7.17M +$6.67M +239,137 New
Betterment LLC
52
Betterment LLC
New York
$6.65M +$5.42M +194,425 +708%
DPI
53
Diversified Portfolios Inc
Michigan
$6.55M +$2.69M +96,372 +79%
LW
54
Lauer Wealth
Indiana
$6.52M
SWA
55
Sax Wealth Advisors
New Jersey
$5.52M +$1.44M +51,633 +39%
FF
56
Francis Financial
$5.35M +$774K +27,736 +18%
LI
57
LRI Investments
Florida
$5.1M +$4.74M +169,978 New
GAM
58
Gemmer Asset Management
California
$4.92M +$216K +7,742 +5%
ASI
59
Advisory Services & Investments
Oregon
$4.4M +$596K +21,358 +17%
MWM
60
Modera Wealth Management
New Jersey
$4.36M +$856K +30,691 +27%
APP
61
Avantax Planning Partners
Iowa
$4M +$3.72M +133,307 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.88M +$471K +16,867 +15%
LFGO
63
Legacy Financial Group (Oklahoma)
Oklahoma
$3.77M +$566K +20,296 +19%
RWM
64
Ruedi Wealth Management
Illinois
$3.76M +$384K +13,762 +12%
DI
65
Disciplined Investments
Oklahoma
$3.44M +$363K +13,025 +13%
VF
66
Vawter Financial
Ohio
$3.27M +$154K +5,503 +5%
BTI
67
Blue Trust Inc
Georgia
$3.12M +$797K +28,569 +38%
BSW
68
Buckingham Strategic Wealth
Missouri
$2.91M +$2.22M +79,599 +459%
PW
69
Peninsula Wealth
California
$2.88M -$213K -7,626 -7%
EWA
70
Elevate Wealth Advisory
Georgia
$2.84M +$409K +14,679 +18%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$2.72M +$137K +4,900 +6%
PHWM
72
Pine Harbor Wealth Management
Maryland
$2.6M -$463K -16,591 -16%
CI
73
Cordant Inc
Oregon
$2.51M +$937K +33,590 +67%
AIS
74
American Investment Services
Massachusetts
$2.4M +$108K +3,867 +5%
MAA
75
Mraz Amerine & Associates
California
$2.35M +$1.4M +50,194 +178%

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.