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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 %
RCM
176
RB Capital Management
Nevada
$239K +$239K +7,748 New
WA
177
Wealthstream Advisors
New York
$220K +$220K +7,127 New
SEIA
178
Signature Estate & Investment Advisors
California
$217K +$217K +7,054 New
DWT
179
Dorsey & Whitney Trust
South Dakota
$210K -$76.7K -2,488 -27%
SPIA
180
Steward Partners Investment Advisory
New York
$205K +$16.9K +550 +9%
CPA
181
Capital Performance Advisors
California
$184K +$184K +5,983 New
VAMG
182
Voisard Asset Management Group
Michigan
$169K +$169K +5,473 New
Morgan Stanley
183
Morgan Stanley
New York
$161K +$131K +4,264 +437%
TRCT
184
Tower Research Capital (TRC)
New York
$122K +$122K +3,944 New
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$97.1K -$924 -30 -0.9%
SAM
186
S.A. Mason
Michigan
$87.9K +$87.9K +2,853 New
AWM
187
Avondale Wealth Management
Texas
$86.1K
ME
188
McIlrath & Eck
Washington
$71.9K +$71.9K +2,334 New
GTAM
189
Global Trust Asset Management
Florida
$63.3K +$246 +8 +0.4%
PAG
190
Paladin Advisory Group
Iowa
$61.9K +$61.9K +2,009 New
Wells Fargo
191
Wells Fargo
California
$61.2K +$61.2K +1,985 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$61.1K -$462 -15 -0.8%
AA
193
Ancora Advisors
Ohio
$57K
GRP
194
Global Retirement Partners
California
$56.3K
CMBA
195
C.M. Bidwell & Associates
Hawaii
$51.7K
IA
196
IFP Advisors
Florida
$46.2K
EWA
197
EverSource Wealth Advisors
Alabama
$36.5K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$34.2K
CTWM
199
Cherry Tree Wealth Management
Minnesota
$33.6K
PCA
200
Providence Capital Advisors
North Carolina
$26.2K