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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 %
TC
201
TAGStone Capital
North Carolina
$384K -$54.7K -1,821 -12%
WCWM
202
Willow Creek Wealth Management
California
$379K -$6.58K -219 -2%
SFC
203
SYM Financial Corp
Indiana
$378K
WF
204
Warner Financial
Maryland
$377K +$1.83K +61 +0.5%
QWM
205
Quadcap Wealth Management
Texas
$373K +$51K +1,698 +16%
TIM
206
Tortoise Investment Management
New York
$354K
KAM
207
KEB Asset Management
Illinois
$352K -$47.3K -1,576 -12%
AWM
208
Aegis Wealth Management
Maryland
$346K +$346K +11,508 New
RFP
209
RCS Financial Planning
Maryland
$343K -$7.09K -236 -2%
QCM
210
Quantinno Capital Management
New York
$342K
CL
211
Choreo LLC
Illinois
$326K +$56.5K +1,882 +21%
AUB
212
Atlantic Union Bankshares
Virginia
$316K
HH
213
Hilltop Holdings
Texas
$307K
FWMP
214
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$303K +$303K +10,100 New
SCA
215
Strathmore Capital Advisors
North Carolina
$301K +$301K +10,025 New
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$285K -$650K -21,651 -70%
SPIA
217
Steward Partners Investment Advisory
New York
$283K +$83K +2,765 +41%
CSP
218
Cary Street Partners
Virginia
$278K +$278K +9,256 New
Stifel Financial
219
Stifel Financial
Missouri
$278K
SIC
220
Samalin Investment Counsel
New York
$273K +$273K +9,096 New
RIP
221
RAM Investment Partners
Washington
$265K +$265K +8,828 New
PWM
222
PBMares Wealth Management
Virginia
$256K
SC
223
Scratch Capital
Idaho
$256K +$256K +8,521 New
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$253K -$17.3K -575 -6%
RCM
225
RB Capital Management
Nevada
$242K +$9.4K +313 +4%