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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 %
Mariner
151
Mariner
Kansas
$1.3M +$112K +3,735 +9%
CCFM
152
Clear Creek Financial Management
Washington
$1.22M +$1.22M +40,553 New
SEIA
153
Signature Estate & Investment Advisors
California
$1.17M +$958K +31,890 +452%
MWM
154
McMill Wealth Management
Nebraska
$1.16M +$1.16M +38,709 New
EB
155
Emprise Bank
Kansas
$1.16M -$35.6K -1,184 -3%
PIAS
156
PCA Investment Advisory Services
Ohio
$1.16M +$516K +17,179 +81%
DI
157
Disciplined Investors
Texas
$1.09M +$1.09M +36,160 New
VPWA
158
Vestia Personal Wealth Advisors
Indiana
$1.07M +$251K +8,346 +31%
PAS
159
Park Avenue Securities
New York
$1.06M +$578K +19,258 +120%
BIG
160
Builder Investment Group
Georgia
$1.05M +$78K +2,598 +8%
BCM
161
BluePointe Capital Management
California
$1M -$114K -3,793 -10%
BFG
162
Berger Financial Group
Minnesota
$873K +$873K +29,060 New
ZF
163
Zhang Financial
Michigan
$858K -$33.8K -1,125 -4%
CPA
164
Cardiff Park Advisors
California
$832K +$2.07K +69 +0.2%
EH
165
Equitable Holdings
New York
$828K -$399K -13,274 -33%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$794K -$1.07M -35,708 -57%
AFO
167
Aurelius Family Office
New Hampshire
$783K +$783K +26,066 New
WRPWM
168
Werba Rubin Papier Wealth Management
California
$734K -$25.3K -841 -3%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$730K +$730K +24,323 New
AA
170
Aire Advisors
California
$697K +$721 +24 +0.1%
CSB
171
City State Bank
Iowa
$680K +$200K +6,675 +42%
SWA
172
Stratos Wealth Advisors
Ohio
$673K +$181K +6,042 +37%
SFP
173
Sterling Financial Planning
New Jersey
$656K +$35K +1,164 +6%
MWM
174
Melfa Wealth Management
Massachusetts
$648K +$113K +3,775 +21%
FTUS
175
Flow Traders U.S.
New York
$632K +$632K +21,039 New