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Dimensional US Large Cap Value ETF

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
76
Level Financial Advisors
New York
$5.91M +$779K +25,944 +15%
WA
77
Waverly Advisors
Alabama
$5.75M -$82.1K -2,734 -1%
FFG
78
Fiduciary Financial Group
California
$5.69M +$295K +9,902 +5%
LFGO
79
Legacy Financial Group (Oklahoma)
Oklahoma
$5.67M +$604K +20,099 +12%
LAMC
80
Longview Asset Management (California)
California
$5.3M +$5.3M +176,634 New
MWM
81
Momentous Wealth Management
Washington
$5.25M +$5.25M +174,905 New
MWM
82
Modera Wealth Management
New Jersey
$5.22M +$245K +8,161 +5%
GBFP
83
Golden Bell Financial Planning
Georgia
$5.22M +$5.22M +173,922 New
DI
84
Disciplined Investments
Oklahoma
$5.16M +$426K +14,171 +9%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$4.85M +$914K +30,422 +23%
MCA
86
Maryland Capital Advisors
Maryland
$4.77M +$2.03M +67,692 +74%
CI
87
Cordant Inc
Oregon
$4.65M +$249K +8,281 +6%
BTI
88
Blue Trust Inc
Georgia
$4.51M +$1.63M +54,236 +57%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$4.35M +$764K +25,451 +21%
MSF
90
Mustard Seed Financial
Arkansas
$4.26M +$543K +18,066 +15%
SWM
91
Sanctuary Wealth Management
Idaho
$4.19M +$2.15M +71,758 +106%
SSB
92
Sandy Spring Bank
Maryland
$4.09M +$333K +11,076 +9%
APP
93
Avantax Planning Partners
Iowa
$3.99M -$25.5K -848 -0.6%
AWM
94
Avior Wealth Management
Nebraska
$3.98M +$1.83M +60,807 +85%
VF
95
Vawter Financial
Ohio
$3.71M +$325K +10,831 +10%
SIM
96
Studio Investment Management
Illinois
$3.66M +$655K +21,828 +22%
RPA
97
Redwood Park Advisors
California
$3.38M +$3.38M +112,524 New
EWA
98
EQ Wealth Advisors
Texas
$3.27M +$3.27M +108,914 New
SIS
99
Strategic Investment Solutions
Illinois
$3.16M +$804K +27,270 +34%
CWP
100
Cyndeo Wealth Partners
Florida
$3.14M +$69.7K +2,322 +2%