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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
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.54%
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
Shares
Change %
JWM
176
Janiczek Wealth Management
Colorado
$150 +$150 +5 New
Jane Street
177
Jane Street
New York
-$3.76M -139,088 Closed
MHS
178
M Holdings Securities
Oregon
-$3.61M -133,574 Closed
FCI
179
Financial Counselors Inc
Kansas
-$1.7M -62,938 Closed
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
-$687K -25,410 Closed
TWP
181
Tempus Wealth Planning
California
-$215K -7,935 Closed
FWM
182
Fonville Wealth Management
Virginia
-$202K -7,450 Closed
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
-$201K -7,420 Closed
CA
184
Clearstead Advisors
Ohio
-$460 -17 Closed