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Dimensional US Large Cap Value ETF

264 hedge funds and large institutions have $2.38B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

226% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 42

60% more funds holding in top 10

Funds holding in top 10: 2540 (+15)

23% more funds holding

Funds holding: 214264 (+50)

17% more capital invested

Capital invested by funds: $2.02B → $2.38B (+$353M)

5.24% more ownership

Funds ownership: 79.75%84.98% (+5.2%)

Holders
264
Holders Change
+50
Holders Change %
+23.36%
% of All Funds
3.48%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
61
Increased
137
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$11.6M +$698K +22,317 +6%
FF
52
Francis Financial
$11.2M +$1.84M +58,777 +19%
RA
53
RFG Advisory
Alabama
$10.4M +$520K +16,610 +5%
AAM
54
Austin Asset Management
Texas
$10.3M +$258K +8,235 +2%
KFG
55
Kelly Financial Group
Connecticut
$9.66M +$10.1M +321,659 New
Bank of America
56
Bank of America
North Carolina
$9.63M +$5.06M +161,761 +102%
JP Morgan Chase
57
JP Morgan Chase
New York
$9.6M +$8.86M +283,329 +783%
BAM
58
BOS Asset Management
Illinois
$9.54M +$177K +5,670 +2%
MWA
59
Monograph Wealth Advisors
California
$8.88M
AA
60
Advisory Alpha
Michigan
$8.86M +$22.4K +717 +0.2%
RWM
61
Ruedi Wealth Management
Illinois
$8.81M +$1.28M +40,969 +16%
BOC
62
Blue Oak Capital
California
$8.74M +$9.11M +291,129 New
FWS
63
FinDec Wealth Services
California
$8.38M -$1.34M -42,764 -13%
AC
64
Apella Capital
Connecticut
$8.06M +$7.63M +243,997 +1,001%
SWM
65
Sterling Wealth Management
Illinois
$7.75M +$895K +28,599 +12%
BH
66
Burk Holdings
Oklahoma
$7.57M +$7.89M +252,243 New
LFG
67
Larson Financial Group
Missouri
$7.53M -$1.08M -34,432 -12%
GAM
68
Gemmer Asset Management
California
$7.02M +$1.08M +34,457 +17%
LW
69
Lauer Wealth
Indiana
$6.86M +$15.6K +500 +0.2%
MWG
70
Martin Worley Group
Utah
$6.79M +$7.07M +225,972 New
AF
71
Allworth Financial
California
$6.78M +$3.41M +108,994 +102%
PFA
72
Pillar Financial Advisors
Kentucky
$6.71M +$6.99M +223,544 New
LI
73
LRI Investments
Florida
$6.34M +$418K +13,360 +7%
SWA
74
Sax Wealth Advisors
New Jersey
$6.22M -$363K -11,604 -5%
DAS
75
Dynamic Advisor Solutions
Arizona
$5.97M +$6.22M +198,864 New

DFLV Hedge Fund Activity: Q4 2024 in Review

264 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2024, worth a combined $2.38B — up 17% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFLV positions and 8 closed out — a net gain of 53 holders — while 137 added to existing stakes and 42 trimmed.

The largest buyer was Savant Capital, adding an estimated $83.1M. The largest seller was Pathstone Holdings, cutting an estimated $24.6M.

  • 264 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $2.38B of Dimensional US Large Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 61 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2024 and 8 closed out, a net change of +53 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $83.1M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2024 was Pathstone Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2024.