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Dimensional US Large Cap Value ETF

213 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 124 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.08%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
25
Increased
124
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
101
GEM Asset Management
Michigan
$2.13M +$673K +21,843 +46%
MWA
102
Mills Wealth Advisors
Texas
$2.1M +$389K +12,634 +23%
SWM
103
Sanctuary Wealth Management
Idaho
$2.09M +$802K +26,025 +62%
GCA
104
Gradient Capital Advisors
California
$2.02M +$646K +20,979 +47%
PIA
105
Panoramic Investment Advisors
Colorado
$1.98M +$1.98M +64,412 New
PWIA
106
Porter White Investment Advisors
Alabama
$1.98M -$2.06K -67 -0.1%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.97M +$607K +19,697 +45%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.91M +$291K +9,451 +18%
CCA
109
Criterion Capital Advisors
Tennessee
$1.86M
Creative Planning
110
Creative Planning
Kansas
$1.79M +$109K +3,529 +6%
AWE
111
Avidian Wealth Enterprises
Texas
$1.74M
Jane Street
112
Jane Street
New York
$1.73M -$163K -5,279 -9%
FFA
113
Farther Finance Advisors
California
$1.72M +$628K +20,376 +57%
RJA
114
Raymond James & Associates
Florida
$1.72M +$1.72M +55,889 New
CFGF
115
Compass Financial Group (Florida)
Florida
$1.62M +$208K +6,743 +15%
DFC
116
DBK Financial Counsel
Ohio
$1.59M +$151K +4,890 +10%
SHFA
117
SC&H Financial Advisors
Maryland
$1.55M -$90.3K -2,932 -6%
MFC
118
Morris Financial Concepts
South Carolina
$1.53M +$81.9K +2,658 +6%
TFA
119
Trinity Financial Advisors
Ohio
$1.5M -$60K -2,740 -4%
LW
120
Linscomb Wealth
Texas
$1.41M +$1.12M +36,318 +382%
PAG
121
Private Advisor Group
New Jersey
$1.39M +$120K +3,896 +9%
Osaic Holdings
122
Osaic Holdings
Arizona
$1.36M +$545K +17,691 +67%
FNBT
123
FineMark National Bank & Trust
Florida
$1.3M +$672K +21,795 +107%
EH
124
Equitable Holdings
New York
$1.26M +$148K +4,805 +13%
EB
125
Emprise Bank
Kansas
$1.22M -$111K -3,610 -8%