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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 %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$722K -$4.9K -181 -0.7%
PAG
102
Private Advisor Group
New Jersey
$717K +$403K +14,886 +128%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$708K +$151K +5,587 +27%
FFA
104
Farther Finance Advisors
California
$699K +$699K +25,847 New
Mariner
105
Mariner
Kansas
$693K +$693K +25,610 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$687K -$73.7K -2,727 -10%
MFC
107
Morris Financial Concepts
South Carolina
$683K +$292K +10,788 +75%
BIG
108
Builder Investment Group
Georgia
$665K +$99.2K +3,669 +18%
DFC
109
DBK Financial Counsel
Ohio
$614K +$72K +2,660 +13%
EH
110
Equitable Holdings
New York
$598K +$378K +13,959 +171%
AFS
111
Annapolis Financial Services
Maryland
$582K +$183K +6,750 +46%
SIS
112
Strategic Investment Solutions
Illinois
$575K -$9.88M -365,182 -94%
BSWA
113
Bromfield Sneider Wealth Advisors
Massachusetts
$565K +$182K +6,738 +48%
AA
114
Aire Advisors
California
$521K +$149K +5,497 +40%
OA
115
Oceanside Advisors
South Carolina
$484K +$484K +17,900 New
BSW
116
Buckingham Strategic Wealth
Missouri
$469K +$469K +17,331 New
MPCL
117
My Personal CFO LLC
Washington
$416K +$113K +4,162 +37%
CIAS
118
CFS Investment Advisory Services
New Jersey
$395K +$395K +14,605 New
MFA
119
McClarren Financial Advisors
Pennsylvania
$368K +$137K +4,077 +59%
KAM
120
KEB Asset Management
Illinois
$360K +$360K +13,311 New
SFC
121
SYM Financial Corp
Indiana
$354K +$354K +13,072 New
RFP
122
RCS Financial Planning
Maryland
$341K +$5.03K +186 +1%
WCWM
123
Willow Creek Wealth Management
California
$341K +$89.3K +3,302 +36%
FNBT
124
FineMark National Bank & Trust
Florida
$326K +$326K +12,036 New
Osaic Holdings
125
Osaic Holdings
Arizona
$314K -$30.4K -1,122 -9%