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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 %
MFC
76
Morris Financial Concepts
South Carolina
$312K +$167K +6,577 +116%
GCA
77
Gradient Capital Advisors
California
$295K +$295K +11,601 New
BIG
78
Builder Investment Group
Georgia
$293K +$293K +11,542 New
BSWA
79
Bromfield Sneider Wealth Advisors
Massachusetts
$293K +$14.6K +575 +5%
Wells Fargo
80
Wells Fargo
California
$275K
SIS
81
Strategic Investment Solutions
Illinois
$273K +$37K +1,550 +16%
Bank of America
82
Bank of America
North Carolina
$273K +$273K +10,750 New
AIS
83
American Investment Services
Massachusetts
$269K +$269K +10,576 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$262K -$308K -12,131 -54%
KAS
85
Kestra Advisory Services
Texas
$258K +$258K +10,142 New
Osaic Holdings
86
Osaic Holdings
Arizona
$256K +$256K +10,100 New
TIM
87
Tortoise Investment Management
New York
$255K +$51.7K +2,037 +25%
WCWM
88
Willow Creek Wealth Management
California
$244K +$2.29K +90 +0.9%
LFA
89
Level Financial Advisors
New York
$225K +$171K +6,726 +314%
GAM
90
GEM Asset Management
Michigan
$215K +$215K +8,472 New
MPCL
91
My Personal CFO LLC
Washington
$213K +$213K +8,384 New
TWP
92
Tempus Wealth Planning
California
$209K +$209K +8,219 New
MFA
93
McClarren Financial Advisors
Pennsylvania
$174K -$170K -6,716 -49%
CI
94
Cordant Inc
Oregon
$109K +$109K +4,272 New
AA
95
Ancora Advisors
Ohio
$47K
CTWM
96
Cherry Tree Wealth Management
Minnesota
$32.2K +$32.2K +1,268 New
IA
97
IFP Advisors
Florida
$28.6K -$1.22K -48 -4%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$28.2K
AF
99
Advisornet Financial
Minnesota
$20.3K
SSB
100
Sandy Spring Bank
Maryland
$6.15K +$6.15K +242 New