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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.

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 %
AA
176
Ancora Advisors
Ohio
$53.5K
GRP
177
Global Retirement Partners
California
$52.8K +$52.8K +1,827 New
CMBA
178
C.M. Bidwell & Associates
Hawaii
$48.5K
FVIM
179
Fort Vancouver Investment Management
Washington
$44.9K +$44.9K +1,554 New
IA
180
IFP Advisors
Florida
$43.4K
IC
181
Innealta Capital
Texas
$42.1K +$42.1K +1,456 New
EWA
182
EverSource Wealth Advisors
Alabama
$35.9K -$41.2K -1,360 -53%
AFS
183
Annapolis Financial Services
Maryland
$34.1K
PFBT
184
Parkside Financial Bank & Trust
Missouri
$32.1K
CTWM
185
Cherry Tree Wealth Management
Minnesota
$31.5K -$5.18K -179 -14%
Morgan Stanley
186
Morgan Stanley
New York
$28.2K -$4.37K -151 -13%
PCA
187
Providence Capital Advisors
North Carolina
$24.5K
AF
188
Advisornet Financial
Minnesota
$23.1K
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$22.4K +$7.11K +246 +47%
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$19K
SRCM
191
Signature Resources Capital Management
California
$18.8K
LG
192
LAM Group
Oregon
$17.9K
CWP
193
Concord Wealth Partners
Virginia
$17.9K +$17.9K +620 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$16.9K +$16.9K +589 New
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$14.6K +$14.6K +506 New
DF
196
DecisionPoint Financial
Arizona
$12.6K
CT
197
Colonial Trust
South Carolina
$2.11K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$173 +$173 +6 New
JWM
199
Janiczek Wealth Management
Colorado
$145
EIA
200
Eldridge Investment Advisors
New Hampshire
-$2.03M -67,643 Closed