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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

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161175 (+14)

2.95% less ownership

Funds ownership: 82.36%79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
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
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$1.27M -$78.2K -2,805 -6%
GCA
102
Gradient Capital Advisors
California
$1.25M +$153K +5,495 +15%
PAG
103
Private Advisor Group
New Jersey
$1.02M +$206K +7,370 +28%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$968K -$97.2K -3,483 -10%
GAM
105
GEM Asset Management
Michigan
$950K +$133K +4,755 +17%
ZF
106
Zhang Financial
Michigan
$937K +$28.1K +1,008 +3%
Stifel Financial
107
Stifel Financial
Missouri
$889K +$827K +29,649 New
Bank of America
108
Bank of America
North Carolina
$846K +$526K +18,841 +201%
SWM
109
Sanctuary Wealth Management
Idaho
$822K +$765K +27,414 New
BIG
110
Builder Investment Group
Georgia
$812K +$69.6K +2,496 +10%
MFC
111
Morris Financial Concepts
South Carolina
$805K +$43.6K +1,564 +6%
FFA
112
Farther Finance Advisors
California
$783K +$10.5K +378 +1%
EH
113
Equitable Holdings
New York
$782K +$110K +3,960 +18%
Mariner
114
Mariner
Kansas
$773K +$4.77K +171 +0.7%
Osaic Holdings
115
Osaic Holdings
Arizona
$687K +$315K +11,307 +97%
Goldman Sachs
116
Goldman Sachs
New York
$673K -$1.16M -41,526 -65%
WRPWM
117
Werba Rubin Papier Wealth Management
California
$672K +$625K +22,411 New
BSWA
118
Bromfield Sneider Wealth Advisors
Massachusetts
$627K +$781 +28 +0.1%
AA
119
Aire Advisors
California
$578K +$279 +10 +0.1%
BCM
120
BluePointe Capital Management
California
$558K +$271K +9,726 +109%
Creative Planning
121
Creative Planning
Kansas
$535K +$498K +17,854 New
OA
122
Oceanside Advisors
South Carolina
$535K -$1.78K -64 -0.4%
FNBT
123
FineMark National Bank & Trust
Florida
$478K +$108K +3,886 +32%
CIAS
124
CFS Investment Advisory Services
New Jersey
$438K
MPCL
125
My Personal CFO LLC
Washington
$427K -$31.5K -1,131 -7%

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.