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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 %
WCWM
126
Willow Creek Wealth Management
California
$411K +$33K +1,101 +9%
KAM
127
KEB Asset Management
Illinois
$399K
SFC
128
SYM Financial Corp
Indiana
$392K
HH
129
Hilltop Holdings
Texas
$385K +$385K +12,832 New
WF
130
Warner Financial
Maryland
$371K +$90.8K +3,031 +32%
ADL
131
Asset Dedication LLC
California
$368K +$324K +10,808 +742%
SM
132
Sensible Money
Arizona
$368K +$368K +12,264 New
RFP
133
RCS Financial Planning
Maryland
$366K -$11.6K -388 -3%
PIAS
134
PCA Investment Advisory Services
Ohio
$354K +$354K +11,815 New
FG
135
Foster Group
Iowa
$324K +$324K +10,791 New
AP
136
Americana Partners
Texas
$319K
TIM
137
Tortoise Investment Management
New York
$301K
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$296K -$505K -16,829 -63%
HKIMG
139
Hutchens & Kramer Investment Management Group
Indiana
$290K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$271K +$720 +24 +0.3%
KAS
141
Kestra Advisory Services
Texas
$257K -$54K -1,802 -17%
MRWM
142
ML&R Wealth Management
Texas
$256K +$256K +8,544 New
FC
143
Family CFO
California
$254K +$121K +4,042 +91%
SCM
144
SOL Capital Management
Maryland
$253K
PWM
145
PBMares Wealth Management
Virginia
$220K +$220K +7,345 New
DWM
146
Dopkins Wealth Management
New York
$213K +$213K +7,089 New
MFA
147
McClarren Financial Advisors
Pennsylvania
$209K -$121K -4,030 -37%
SPIA
148
Steward Partners Investment Advisory
New York
$188K +$3K +100 +2%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$102K -$77.8K -2,594 -43%
AWM
150
Avondale Wealth Management
Texas
$83.8K