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Dimensional US Large Cap Value ETF

121 hedge funds and large institutions have $704M invested in Dimensional US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
23
Increased
78
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
76
Cardiff Park Advisors
California
$671K +$1.66K +67 +0.2%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$667K -$272K -10,981 -29%
FTUS
78
Flow Traders U.S.
New York
$628K +$628K +25,324 New
FCI
79
Financial Counselors Inc
Kansas
$590K +$590K +23,769 New
CI
80
Cordant Inc
Oregon
$578K +$472K +19,042 +446%
TWA
81
TCI Wealth Advisors
Arizona
$539K +$539K +21,741 New
BIG
82
Builder Investment Group
Georgia
$519K +$233K +9,374 +81%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$511K +$140K +5,628 +38%
DFC
84
DBK Financial Counsel
Ohio
$498K +$158K +6,360 +46%
GCA
85
Gradient Capital Advisors
California
$431K +$143K +5,766 +50%
HKIMG
86
Hutchens & Kramer Investment Management Group
Indiana
$369K -$25.7K -1,048 -7%
AFS
87
Annapolis Financial Services
Maryland
$366K +$20.9K +843 +6%
MFC
88
Morris Financial Concepts
South Carolina
$359K +$54.8K +2,208 +18%
BSWA
89
Bromfield Sneider Wealth Advisors
Massachusetts
$351K +$64.6K +2,602 +23%
LFA
90
Level Financial Advisors
New York
$344K +$124K +5,012 +57%
AA
91
Aire Advisors
California
$341K
Osaic Holdings
92
Osaic Holdings
Arizona
$316K +$65.4K +2,637 +26%
CAM
93
Cresset Asset Management
Illinois
$314K +$1.54K +62 +0.5%
RFP
94
RCS Financial Planning
Maryland
$308K +$308K +12,416 New
PAG
95
Private Advisor Group
New Jersey
$288K +$288K +11,628 New
MPCL
96
My Personal CFO LLC
Washington
$278K +$70K +2,820 +34%
AP
97
Americana Partners
Texas
$264K +$264K +10,623 New
Betterment LLC
98
Betterment LLC
New York
$256K +$256K +10,338 New
KAS
99
Kestra Advisory Services
Texas
$256K +$3.99K +161 +2%
TIM
100
Tortoise Investment Management
New York
$249K