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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 %
EFS
101
Essex Financial Services
Connecticut
$1.27M -$84.1K -2,805 -6%
GCA
102
Gradient Capital Advisors
California
$1.25M +$165K +5,495 +15%
PAG
103
Private Advisor Group
New Jersey
$1.02M +$221K +7,370 +28%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$968K -$104K -3,483 -10%
GAM
105
GEM Asset Management
Michigan
$950K +$135K +4,755 +17%
ZF
106
Zhang Financial
Michigan
$937K +$30.2K +1,008 +3%
Stifel Financial
107
Stifel Financial
Missouri
$889K +$889K +29,649 New
Bank of America
108
Bank of America
North Carolina
$846K +$565K +18,841 +201%
SWM
109
Sanctuary Wealth Management
Idaho
$822K +$822K +27,414 New
BIG
110
Builder Investment Group
Georgia
$812K +$74.9K +2,496 +10%
MFC
111
Morris Financial Concepts
South Carolina
$805K +$46.9K +1,564 +6%
FFA
112
Farther Finance Advisors
California
$783K +$11.3K +378 +1%
EH
113
Equitable Holdings
New York
$782K +$119K +3,960 +18%
Mariner
114
Mariner
Kansas
$773K +$5.13K +171 +0.7%
Osaic Holdings
115
Osaic Holdings
Arizona
$687K +$339K +11,307 +97%
Goldman Sachs
116
Goldman Sachs
New York
$673K -$1.25M -41,526 -65%
WRPWM
117
Werba Rubin Papier Wealth Management
California
$672K +$672K +22,411 New
BSWA
118
Bromfield Sneider Wealth Advisors
Massachusetts
$627K +$840 +28 +0.1%
AA
119
Aire Advisors
California
$578K +$300 +10 +0.1%
BCM
120
BluePointe Capital Management
California
$558K +$292K +9,726 +109%
Creative Planning
121
Creative Planning
Kansas
$535K +$535K +17,854 New
OA
122
Oceanside Advisors
South Carolina
$535K -$1.92K -64 -0.4%
FNBT
123
FineMark National Bank & Trust
Florida
$478K +$117K +3,886 +32%
CIAS
124
CFS Investment Advisory Services
New Jersey
$438K
MPCL
125
My Personal CFO LLC
Washington
$427K -$33.9K -1,131 -7%