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Dimensional US Large Cap Value ETF

264 hedge funds and large institutions have $2.38B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

226% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 42

60% more funds holding in top 10

Funds holding in top 10: 2540 (+15)

23% more funds holding

Funds holding: 214264 (+50)

17% more capital invested

Capital invested by funds: $2.02B → $2.38B (+$353M)

5.24% more ownership

Funds ownership: 79.75%84.98% (+5.2%)

Holders
264
Holders Change
+50
Holders Change %
+23.36%
% of All Funds
3.48%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
61
Increased
137
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
126
Sprinkle Financial Consultants
Colorado
$2.14M +$13K +415 +0.6%
GFM
127
GEN Financial Management
Minnesota
$2.12M +$2.21M +70,604 New
FFA
128
Farther Finance Advisors
California
$2.03M +$361K +11,533 +21%
PAG
129
Private Advisor Group
New Jersey
$2M +$675K +21,580 +48%
PWIA
130
Porter White Investment Advisors
Alabama
$1.94M +$9.48K +303 +0.5%
RGF
131
Retirement Guys Formula
Ohio
$1.93M -$275K -8,782 -12%
CCA
132
Criterion Capital Advisors
Tennessee
$1.86M
SF
133
Strategent Financial
Virginia
$1.85M +$1.93M +61,581 New
CFGF
134
Compass Financial Group (Florida)
Florida
$1.84M +$264K +8,446 +16%
Osaic Holdings
135
Osaic Holdings
Arizona
$1.8M +$492K +15,736 +36%
CA
136
Clune & Associates
Illinois
$1.77M +$1.85M +58,988 New
TFA
137
Trinity Financial Advisors
Ohio
$1.73M -$346K -11,048 -16%
AWE
138
Avidian Wealth Enterprises
Texas
$1.69M
KAS
139
Kestra Advisory Services
Texas
$1.64M +$1.1M +35,103 +178%
DFC
140
DBK Financial Counsel
Ohio
$1.64M +$94.7K +3,028 +6%
Creative Planning
141
Creative Planning
Kansas
$1.64M -$108K -3,459 -6%
BW
142
BIP Wealth
Georgia
$1.63M +$601K +19,200 +55%
MFC
143
Morris Financial Concepts
South Carolina
$1.59M +$104K +3,322 +7%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$1.58M +$892K +28,517 +119%
Jane Street
145
Jane Street
New York
$1.5M -$184K -5,881 -11%
Raymond James Financial
146
Raymond James Financial
Florida
$1.46M +$1.52M +48,571 New
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.46M +$1.52M +48,465 New
LKBC
148
L.K. Benson & Company
Maryland
$1.42M +$1.47M +47,127 New
SHFA
149
SC&H Financial Advisors
Maryland
$1.41M -$103K -3,286 -7%
FNBT
150
FineMark National Bank & Trust
Florida
$1.32M +$49.7K +1,588 +4%

DFLV Hedge Fund Activity: Q4 2024 in Review

264 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2024, worth a combined $2.38B — up 17% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFLV positions and 8 closed out — a net gain of 53 holders — while 137 added to existing stakes and 42 trimmed.

The largest buyer was Savant Capital, adding an estimated $83.1M. The largest seller was Pathstone Holdings, cutting an estimated $24.6M.

  • 264 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $2.38B of Dimensional US Large Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 61 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2024 and 8 closed out, a net change of +53 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $83.1M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2024 was Pathstone Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2024.