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Dimensional US Large Cap Value ETF

199 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+24
Holders Change %
+13.71%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
34
Increased
113
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$3.12M
BSW
77
Buckingham Strategic Wealth
Missouri
$3.09M +$290K +10,046 +10%
PW
78
Peninsula Wealth
California
$3.06M +$232K +7,867 +8%
Bank of America
79
Bank of America
North Carolina
$3.02M +$2.21M +76,366 +271%
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$2.97M +$343K +11,871 +13%
EWA
81
Elevate Wealth Advisory
Georgia
$2.91M +$178K +6,154 +7%
MSF
82
Mustard Seed Financial
Arkansas
$2.78M +$564K +19,524 +25%
LFA
83
Level Financial Advisors
New York
$2.74M +$991K +34,292 +57%
PHWM
84
Pine Harbor Wealth Management
Maryland
$2.51M +$578 +20 +0%
AIS
85
American Investment Services
Massachusetts
$2.45M +$138K +4,780 +6%
SIM
86
Studio Investment Management
Illinois
$2.45M +$206K +7,125 +9%
SWM
87
Sterling Wealth Management
Illinois
$2.4M +$949K +32,840 +65%
EFP
88
Envision Financial Planning
Tennessee
$2.33M +$149K +5,144 +7%
MAA
89
Mraz Amerine & Associates
California
$2.27M -$954 -33 -0%
EFS
90
Essex Financial Services
Connecticut
$2.24M +$1.01M +34,740 +82%
SIS
91
Strategic Investment Solutions
Illinois
$2.2M +$2.2M +72,395 New
VAG
92
Vannoy Advisory Group
Texas
$2.19M -$30.3K -1,049 -1%
BL
93
BFSG LLC
California
$2.09M +$184K +6,377 +10%
TFA
94
Trinity Financial Advisors
Ohio
$2.07M +$40.7K +1,408 +2%
IAG
95
Investmark Advisory Group
Connecticut
$2.04M +$122K +4,225 +6%
RGF
96
Retirement Guys Formula
Ohio
$2.03M -$140K -4,850 -6%
TWA
97
TCI Wealth Advisors
Arizona
$2M +$438K +15,147 +28%
MCA
98
Maryland Capital Advisors
Maryland
$1.99M +$133K +4,614 +7%
SFC
99
Sprinkle Financial Consultants
Colorado
$1.95M +$654K +22,621 +50%
PWIA
100
Porter White Investment Advisors
Alabama
$1.86M -$838 -29 -0%