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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 %
Mariner
126
Mariner
Kansas
$1.22M +$345K +11,188 +40%
BCM
127
BluePointe Capital Management
California
$1.14M +$339K +10,988 +42%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$1.12M +$1.09M +35,420 +4,576%
BW
129
BIP Wealth
Georgia
$1.08M +$1.08M +35,204 New
BIG
130
Builder Investment Group
Georgia
$997K +$142K +4,625 +17%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$959K +$939K +30,489 +4,691%
EA
132
Eclectic Associates
California
$938K +$938K +30,462 New
ZF
133
Zhang Financial
Michigan
$915K -$48.2K -1,564 -5%
FVIM
134
Fort Vancouver Investment Management
Washington
$885K +$837K +27,182 +1,749%
CPA
135
Cardiff Park Advisors
California
$852K -$9.42M -305,734 -92%
VPWA
136
Vestia Personal Wealth Advisors
Indiana
$836K +$81.8K +2,654 +11%
WRPWM
137
Werba Rubin Papier Wealth Management
California
$779K +$107K +3,461 +16%
AC
138
Apella Capital
Connecticut
$749K +$430 +14 +0.1%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$737K -$482K -15,630 -40%
AA
140
Aire Advisors
California
$714K +$109K +3,524 +18%
PIAS
141
PCA Investment Advisory Services
Ohio
$656K +$140K +4,536 +27%
SFP
142
Sterling Financial Planning
New Jersey
$637K +$325K +10,552 +104%
KAS
143
Kestra Advisory Services
Texas
$606K +$606K +19,675 New
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$587K -$655K -21,258 -53%
MWM
145
Melfa Wealth Management
Massachusetts
$549K +$93.2K +3,025 +20%
LWM
146
LJI Wealth Management
Indiana
$520K +$149K +4,825 +40%
OA
147
Oceanside Advisors
South Carolina
$519K -$17.1K -555 -3%
SWA
148
Stratos Wealth Advisors
Ohio
$504K +$227K +7,365 +82%
PAS
149
Park Avenue Securities
New York
$494K -$74.7K -2,423 -13%
CSB
150
City State Bank
Iowa
$492K +$396K +12,855 +411%