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Dimensional US Large Cap Value ETF

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCI
76
Financial Counselors Inc
Kansas
$1.7M +$1.06M +39,169 +165%
BL
77
BFSG LLC
California
$1.63M +$1.63M +60,299 New
MCA
78
Maryland Capital Advisors
Maryland
$1.56M +$781K +28,854 +100%
SSB
79
Sandy Spring Bank
Maryland
$1.47M +$1.31M +48,478 +820%
SHFA
80
SC&H Financial Advisors
Maryland
$1.43M +$52.9K +1,955 +4%
PWIA
81
Porter White Investment Advisors
Alabama
$1.42M +$1.42M +52,605 New
CFO
82
Collective Family Office
Pennsylvania
$1.42M +$125K +4,632 +10%
CI
83
Cordant Inc
Oregon
$1.36M +$728K +26,907 +115%
CCA
84
Criterion Capital Advisors
Tennessee
$1.33M +$1.33M +49,215 New
EFS
85
Essex Financial Services
Connecticut
$1.22M -$614K -22,715 -33%
IAG
86
Investmark Advisory Group
Connecticut
$1.19M +$440K +16,282 +59%
SFC
87
Sprinkle Financial Consultants
Colorado
$1.19M +$1.19M +43,807 New
MSF
88
Mustard Seed Financial
Arkansas
$1.17M +$1.17M +43,280 New
TWA
89
TCI Wealth Advisors
Arizona
$1.14M +$551K +20,358 +94%
AAS
90
Avantax Advisory Services
Texas
$1.12M +$1.12M +41,380 New
CFGF
91
Compass Financial Group (Florida)
Florida
$1.03M +$155K +5,713 +18%
MWA
92
Mills Wealth Advisors
Texas
$975K +$202K +7,472 +26%
GCA
93
Gradient Capital Advisors
California
$975K +$505K +18,662 +107%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$967K +$226K +8,359 +31%
ZF
95
Zhang Financial
Michigan
$818K +$818K +30,244 New
SWM
96
Sterling Wealth Management
Illinois
$803K +$803K +29,671 New
LFA
97
Level Financial Advisors
New York
$779K +$403K +14,903 +107%
GAM
98
GEM Asset Management
Michigan
$777K +$21.2K +785 +3%
MAA
99
Mraz Amerine & Associates
California
$763K +$763K +28,201 New
Betterment LLC
100
Betterment LLC
New York
$743K +$463K +17,120 +166%