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Dimensional US Large Cap Value ETF

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.54%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
76
Studio Investment Management
Illinois
$2.33M +$208K +6,929 +10%
VAG
77
Vannoy Advisory Group
Texas
$2.3M -$26.9K -898 -1%
MSF
78
Mustard Seed Financial
Arkansas
$2.3M +$1M +33,500 +77%
SSB
79
Sandy Spring Bank
Maryland
$2.3M +$669K +22,296 +41%
EFP
80
Envision Financial Planning
Tennessee
$2.26M +$352K +11,740 +18%
RGF
81
Retirement Guys Formula
Ohio
$2.25M -$1.11M -36,852 -33%
TFA
82
Trinity Financial Advisors
Ohio
$2.1M +$48.6K +1,622 +2%
FPAS
83
Focus Partners Advisor Solutions
Missouri
$2.06M +$2.06M +68,738 New
EIA
84
Eldridge Investment Advisors
New Hampshire
$2.03M +$2.03M +67,643 New
IAG
85
Investmark Advisory Group
Connecticut
$1.99M +$679K +22,651 +52%
BL
86
BFSG LLC
California
$1.98M +$170K +5,654 +9%
PWIA
87
Porter White Investment Advisors
Alabama
$1.93M +$350K +11,671 +22%
MCA
88
Maryland Capital Advisors
Maryland
$1.93M +$191K +6,370 +11%
LFA
89
Level Financial Advisors
New York
$1.81M +$951K +31,712 +110%
CCA
90
Criterion Capital Advisors
Tennessee
$1.68M +$209K +6,955 +14%
TWA
91
TCI Wealth Advisors
Arizona
$1.62M +$354K +11,818 +28%
SHFA
92
SC&H Financial Advisors
Maryland
$1.59M +$10.8K +360 +0.7%
MWA
93
Mills Wealth Advisors
Texas
$1.56M +$478K +15,931 +44%
CFO
94
Collective Family Office
Pennsylvania
$1.55M -$22.2K -739 -1%
SWM
95
Sterling Wealth Management
Illinois
$1.51M +$619K +20,631 +70%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.34M +$559K +18,641 +71%
SFC
97
Sprinkle Financial Consultants
Colorado
$1.34M +$29.8K +992 +2%
DFC
98
DBK Financial Counsel
Ohio
$1.33M +$644K +21,490 +95%
EB
99
Emprise Bank
Kansas
$1.32M +$1.32M +44,086 New
CFGF
100
Compass Financial Group (Florida)
Florida
$1.29M +$152K +5,060 +13%