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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.

New
Increased
Maintained
Reduced
Closed
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 %
AP
126
Americana Partners
Texas
$287K
KAS
127
Kestra Advisory Services
Texas
$280K +$1.7K +63 +0.6%
TIM
128
Tortoise Investment Management
New York
$272K
HKIMG
129
Hutchens & Kramer Investment Management Group
Indiana
$263K -$144K -5,308 -35%
Bank of America
130
Bank of America
North Carolina
$253K +$16.1K +595 +7%
WF
131
Warner Financial
Maryland
$253K +$253K +9,350 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$244K +$244K +9,011 New
BCM
133
BluePointe Capital Management
California
$240K +$240K +8,890 New
SCM
134
SOL Capital Management
Maryland
$228K
TWP
135
Tempus Wealth Planning
California
$215K -$9.12K -337 -4%
FWM
136
Fonville Wealth Management
Virginia
$202K +$202K +7,450 New
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$201K +$201K +7,420 New
SPIA
138
Steward Partners Investment Advisory
New York
$167K -$7.44K -275 -4%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$162K +$151K +5,600 +1,400%
FC
140
Family CFO
California
$120K +$120K +4,418 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$79K +$71.9K +2,639 +1,015%
AWM
142
Avondale Wealth Management
Texas
$75.6K +$56K +2,069 +285%
EWA
143
EverSource Wealth Advisors
Alabama
$68.8K +$68.8K +2,545 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$67.1K +$67.1K +2,480 New
Morgan Stanley
145
Morgan Stanley
New York
$51.9K +$51.9K +1,920 New
AA
146
Ancora Advisors
Ohio
$50K
IA
147
IFP Advisors
Florida
$40.6K +$13.5K +500 +50%
ADL
148
Asset Dedication LLC
California
$39K +$39K +1,456 New
CTWM
149
Cherry Tree Wealth Management
Minnesota
$34.3K
PFBT
150
Parkside Financial Bank & Trust
Missouri
$30K