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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 %
TC
151
TAGStone Capital
North Carolina
$450K -$1.73K -56 -0.4%
CIAS
152
CFS Investment Advisory Services
New Jersey
$450K
SM
153
Sensible Money
Arizona
$440K +$58K +1,881 +15%
ADL
154
Asset Dedication LLC
California
$438K +$60.3K +1,958 +16%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$432K +$152K +4,946 +55%
KAM
156
KEB Asset Management
Illinois
$410K
WCWM
157
Willow Creek Wealth Management
California
$396K -$26.3K -854 -6%
SFC
158
SYM Financial Corp
Indiana
$387K
WF
159
Warner Financial
Maryland
$385K +$1.67K +54 +0.4%
MML Investors Services
160
MML Investors Services
Massachusetts
$368K +$77.1K +2,500 +26%
TIM
161
Tortoise Investment Management
New York
$363K +$53.9K +1,750 +17%
RFP
162
RCS Financial Planning
Maryland
$359K +$1.88K +61 +0.5%
QCM
163
Quantinno Capital Management
New York
$351K +$351K +11,389 New
QWM
164
Quadcap Wealth Management
Texas
$330K +$105K +3,419 +47%
AP
165
Americana Partners
Texas
$327K
AUB
166
Atlantic Union Bankshares
Virginia
$324K +$21K +682 +7%
HH
167
Hilltop Holdings
Texas
$315K -$31.6K -1,025 -9%
Stifel Financial
168
Stifel Financial
Missouri
$285K -$5.89K -191 -2%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$285K -$28.8K -935 -9%
OMC
170
Old Mission Capital
Illinois
$283K +$283K +9,173 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$277K +$277K +9,001 New
CL
172
Choreo LLC
Illinois
$276K +$5.78K +188 +2%
SCM
173
SOL Capital Management
Maryland
$269K +$9.55K +310 +4%
PWM
174
PBMares Wealth Management
Virginia
$263K +$29.8K +967 +13%
FC
175
Family CFO
California
$261K