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Dimensional US Large Cap Value ETF

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
126
Sprinkle Financial Consultants
Colorado
$2.14M +$12.5K +415 +0.6%
GFM
127
GEN Financial Management
Minnesota
$2.12M +$2.12M +70,604 New
FFA
128
Farther Finance Advisors
California
$2.03M +$346K +11,533 +21%
PAG
129
Private Advisor Group
New Jersey
$2M +$648K +21,580 +48%
PWIA
130
Porter White Investment Advisors
Alabama
$1.94M +$9.1K +303 +0.5%
RGF
131
Retirement Guys Formula
Ohio
$1.93M -$264K -8,782 -12%
CCA
132
Criterion Capital Advisors
Tennessee
$1.86M
SF
133
Strategent Financial
Virginia
$1.85M +$1.85M +61,581 New
CFGF
134
Compass Financial Group (Florida)
Florida
$1.84M +$254K +8,446 +16%
Osaic Holdings
135
Osaic Holdings
Arizona
$1.8M +$473K +15,736 +36%
CA
136
Clune & Associates
Illinois
$1.77M +$1.77M +58,988 New
TFA
137
Trinity Financial Advisors
Ohio
$1.73M -$331K -11,048 -16%
AWE
138
Avidian Wealth Enterprises
Texas
$1.69M
KAS
139
Kestra Advisory Services
Texas
$1.64M +$1.05M +35,103 +178%
DFC
140
DBK Financial Counsel
Ohio
$1.64M +$90.9K +3,028 +6%
Creative Planning
141
Creative Planning
Kansas
$1.64M -$104K -3,459 -6%
BW
142
BIP Wealth
Georgia
$1.63M +$577K +19,200 +55%
MFC
143
Morris Financial Concepts
South Carolina
$1.59M +$99.8K +3,322 +7%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$1.58M +$856K +28,517 +119%
Jane Street
145
Jane Street
New York
$1.5M -$177K -5,881 -11%
Raymond James Financial
146
Raymond James Financial
Florida
$1.46M +$1.46M +48,571 New
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.46M +$1.46M +48,465 New
LKBC
148
L.K. Benson & Company
Maryland
$1.42M +$1.42M +47,127 New
SHFA
149
SC&H Financial Advisors
Maryland
$1.41M -$98.7K -3,286 -7%
FNBT
150
FineMark National Bank & Trust
Florida
$1.32M +$47.7K +1,588 +4%