DFLV icon

Dimensional US Large Cap Value ETF

199 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+24
Holders Change %
+13.71%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
34
Increased
113
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$766K +$103K +3,569 +16%
BCM
127
BluePointe Capital Management
California
$756K +$218K +7,532 +40%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$708K +$708K +24,478 New
AC
129
Apella Capital
Connecticut
$699K +$699K +24,356 New
WRPWM
130
Werba Rubin Papier Wealth Management
California
$631K -$16.9K -586 -3%
FNBT
131
FineMark National Bank & Trust
Florida
$591K +$131K +4,516 +28%
AA
132
Aire Advisors
California
$568K +$11.4K +393 +2%
PAS
133
Park Avenue Securities
New York
$533K +$533K +18,453 New
OA
134
Oceanside Advisors
South Carolina
$503K -$13K -450 -3%
FTUS
135
Flow Traders U.S.
New York
$501K +$501K +17,337 New
PIAS
136
PCA Investment Advisory Services
Ohio
$484K +$143K +4,936 +42%
MWM
137
Melfa Wealth Management
Massachusetts
$428K +$428K +14,787 New
TC
138
TAGStone Capital
North Carolina
$424K +$424K +14,658 New
CIAS
139
CFS Investment Advisory Services
New Jersey
$422K
MPCL
140
My Personal CFO LLC
Washington
$412K
WCWM
141
Willow Creek Wealth Management
California
$396K
KAM
142
KEB Asset Management
Illinois
$385K
SFC
143
SYM Financial Corp
Indiana
$364K -$14.4K -498 -4%
WF
144
Warner Financial
Maryland
$359K +$1.53K +53 +0.4%
SM
145
Sensible Money
Arizona
$359K +$4.19K +145 +1%
ADL
146
Asset Dedication LLC
California
$355K
AWM
147
Avior Wealth Management
Nebraska
$351K +$351K +12,129 New
LWM
148
LJI Wealth Management
Indiana
$348K +$348K +12,048 New
RFP
149
RCS Financial Planning
Maryland
$335K -$17.9K -620 -5%
HH
150
Hilltop Holdings
Texas
$325K -$45.7K -1,582 -12%