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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 %
AF
201
Advisornet Financial
Minnesota
$24.6K
AA
202
Addison Advisors
Vermont
$20.2K +$20.2K +655 New
SRCM
203
Signature Resources Capital Management
California
$20.1K
CWP
204
Concord Wealth Partners
Virginia
$19.2K +$62 +2 +0.3%
LG
205
LAM Group
Oregon
$19.1K
AFS
206
Annapolis Financial Services
Maryland
$16.1K -$20.2K -657 -56%
CA
207
Claris Advisors
Missouri
$14.7K +$14.7K +478 New
DF
208
DecisionPoint Financial
Arizona
$12.8K
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.4K +$11.4K +368 New
TCM
210
TruNorth Capital Management
Michigan
$11.1K +$11.1K +359 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +151 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$2.5K -$15.7K -508 -86%
HNB
213
Huntington National Bank
Ohio
$1.45K
MFA
214
McClarren Financial Advisors
Pennsylvania
$60 -$54 -27 -47%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
-$870K -30,104 Closed
FTUS
216
Flow Traders U.S.
New York
-$501K -17,337 Closed
MPCL
217
My Personal CFO LLC
Washington
-$412K -14,235 Closed
TI
218
Trexquant Investment
Connecticut
-$270K -9,341 Closed
DWM
219
Dopkins Wealth Management
New York
-$206K -7,117 Closed
IC
220
Innealta Capital
Texas
-$42.1K -1,456 Closed
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
-$14.6K -506 Closed
CT
222
Colonial Trust
South Carolina
-$2.11K -73 Closed
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
-$173 -6 Closed