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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

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161175 (+14)

2.95% less ownership

Funds ownership: 82.36%79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
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
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$83.5K +$8.48K +304 +12%
EWA
152
EverSource Wealth Advisors
Alabama
$73K
AA
153
Ancora Advisors
Ohio
$55.5K
CMBA
154
C.M. Bidwell & Associates
Hawaii
$50.3K +$46.8K +1,678 New
IA
155
IFP Advisors
Florida
$45K
CTWM
156
Cherry Tree Wealth Management
Minnesota
$38K
AFS
157
Annapolis Financial Services
Maryland
$35.3K -$567K -20,343 -95%
Morgan Stanley
158
Morgan Stanley
New York
$33.8K -$22.1K -794 -41%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$33.3K
US Bancorp
160
US Bancorp
Minnesota
$28.8K +$26.8K +959 New
GTAM
161
Global Trust Asset Management
Florida
$27.1K
AF
162
Allworth Financial
California
$25.7K
PCA
163
Providence Capital Advisors
North Carolina
$25.5K +$23.7K +849 New
AF
164
Advisornet Financial
Minnesota
$24K
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$19K -$62.7K -2,249 -78%
LG
166
LAM Group
Oregon
$18.6K +$16K +575 +1,278%
SRCM
167
Signature Resources Capital Management
California
$17.6K
CSB
168
City State Bank
Iowa
$17K +$279 +10 +2%
JP Morgan Chase
169
JP Morgan Chase
New York
$15.8K
DF
170
DecisionPoint Financial
Arizona
$12K
Wells Fargo
171
Wells Fargo
California
$5.22K +$4.85K +174 New
Simplex Trading
172
Simplex Trading
Illinois
$3K
CT
173
Colonial Trust
South Carolina
$2.19K
HNB
174
Huntington National Bank
Ohio
$1.44K
FSWA
175
Financial Synergies Wealth Advisors
Texas
$993 +$921 +33 New

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.