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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 %
AP
151
Americana Partners
Texas
$307K
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$294K +$294K +10,181 New
SFP
153
Sterling Financial Planning
New Jersey
$293K +$293K +10,120 New
TIM
154
Tortoise Investment Management
New York
$290K
AUB
155
Atlantic Union Bankshares
Virginia
$284K +$284K +9,834 New
LW
156
Linscomb Wealth
Texas
$275K +$275K +9,509 New
MML Investors Services
157
MML Investors Services
Massachusetts
$273K +$273K +9,434 New
Stifel Financial
158
Stifel Financial
Missouri
$273K -$584K -20,210 -68%
TI
159
Trexquant Investment
Connecticut
$270K +$270K +9,341 New
DWT
160
Dorsey & Whitney Trust
South Dakota
$269K +$269K +9,292 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$262K +$954 +33 +0.4%
SWA
162
Stratos Wealth Advisors
Ohio
$260K +$260K +8,997 New
CL
163
Choreo LLC
Illinois
$253K +$253K +8,781 New
FC
164
Family CFO
California
$245K
SCM
165
SOL Capital Management
Maryland
$244K
PWM
166
PBMares Wealth Management
Virginia
$219K +$6.36K +220 +3%
QWM
167
Quadcap Wealth Management
Texas
$211K +$211K +7,291 New
DWM
168
Dopkins Wealth Management
New York
$206K +$809 +28 +0.4%
MFA
169
McClarren Financial Advisors
Pennsylvania
$202K -$24.5M -6,902 -99%
SPIA
170
Steward Partners Investment Advisory
New York
$177K -$4.68K -162 -3%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$92K -$6.45K -223 -7%
CSB
172
City State Bank
Iowa
$90.5K +$74K +2,560 +449%
AWM
173
Avondale Wealth Management
Texas
$80.8K
GTAM
174
Global Trust Asset Management
Florida
$59.2K +$33.1K +1,144 +127%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$57.8K -$22.7K -786 -28%