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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 %
LFG
51
Larson Financial Group
Missouri
$8.97M 310,169 -22,723 -7%
RA
52
RFG Advisory
Alabama
$8.42M 291,307 +10,183 +4%
AA
53
Advisory Alpha
Michigan
$8.22M 284,174 +284,174 New
BAM
54
BOS Asset Management
Illinois
$8.18M 282,993 +43,856 +18%
MWA
55
Monograph Wealth Advisors
California
$7.8M 269,950 +13,425 +5%
Betterment LLC
56
Betterment LLC
New York
$7.1M 245,605 +23,722 +11%
LW
57
Lauer Wealth
Indiana
$6.58M 224,200 +1,500 +0.7%
FF
58
Francis Financial
$6.15M 212,558 +34,118 +19%
RWM
59
Ruedi Wealth Management
Illinois
$5.96M 206,084 +80,646 +64%
SWA
60
Sax Wealth Advisors
New Jersey
$5.95M 205,647 +21,669 +12%
GAM
61
Gemmer Asset Management
California
$5.51M 190,580 +26,630 +16%
WA
62
Waverly Advisors
Alabama
$5.4M 186,789 +186,789 New
LI
63
LRI Investments
Florida
$5.37M 185,752 +15,774 +9%
Cerity Partners
64
Cerity Partners
New York
$4.81M 166,322 +166,322 New
MWM
65
Modera Wealth Management
New Jersey
$4.77M 165,054 +19,761 +14%
FFG
66
Fiduciary Financial Group
California
$4.73M 156,329 +156,329 New
ASI
67
Advisory Services & Investments
Oregon
$4.68M 161,937 +15,372 +10%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$4.25M 147,031 +21,173 +17%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.9M 134,788 +5,238 +4%
APP
70
Avantax Planning Partners
Iowa
$3.85M 133,307
AF
71
Allworth Financial
California
$3.76M 126,489 +125,633 +14,677%
DI
72
Disciplined Investments
Oklahoma
$3.67M 127,028 +12,474 +11%
CI
73
Cordant Inc
Oregon
$3.58M 123,673 +39,862 +48%
VF
74
Vawter Financial
Ohio
$3.32M 114,792 +5,682 +5%
SSB
75
Sandy Spring Bank
Maryland
$3.16M 109,253 +32,564 +42%