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Dimensional US Large Cap Value ETF

264 hedge funds and large institutions have $2.38B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

226% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 42

60% more funds holding in top 10

Funds holding in top 10: 2540 (+15)

23% more funds holding

Funds holding: 214264 (+50)

17% more capital invested

Capital invested by funds: $2.02B → $2.38B (+$353M)

5.24% more ownership

Funds ownership: 79.75%84.98% (+5.2%)

Holders
264
Holders Change
+50
Holders Change %
+23.36%
% of All Funds
3.48%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
61
Increased
137
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TAGStone Capital
North Carolina
$384K -$57K -1,821 -12%
WCWM
202
Willow Creek Wealth Management
California
$379K -$6.85K -219 -2%
SFC
203
SYM Financial Corp
Indiana
$378K
WF
204
Warner Financial
Maryland
$377K +$1.91K +61 +0.5%
QWM
205
Quadcap Wealth Management
Texas
$373K +$53.1K +1,698 +16%
TIM
206
Tortoise Investment Management
New York
$354K
KAM
207
KEB Asset Management
Illinois
$352K -$49.3K -1,576 -12%
AWMM
208
Aegis Wealth Management (Maryland)
Maryland
$346K +$360K +11,508 New
RFP
209
RCS Financial Planning
Maryland
$343K -$7.38K -236 -2%
QCM
210
Quantinno Capital Management
New York
$342K
CL
211
Choreo LLC
Illinois
$326K +$58.9K +1,882 +21%
AUB
212
Atlantic Union Bankshares
Virginia
$316K
HH
213
Hilltop Holdings
Texas
$307K
FWMP
214
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$303K +$316K +10,100 New
SCA
215
Strathmore Capital Advisors
North Carolina
$301K +$314K +10,025 New
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$285K -$677K -21,651 -70%
SPIA
217
Steward Partners Investment Advisory
New York
$283K +$86.5K +2,765 +41%
CSP
218
Cary Street Partners
Virginia
$278K +$290K +9,256 New
Stifel Financial
219
Stifel Financial
Missouri
$278K
SIC
220
Samalin Investment Counsel
New York
$273K +$285K +9,096 New
RIP
221
RAM Investment Partners
Washington
$265K +$276K +8,828 New
PWM
222
PBMares Wealth Management
Virginia
$256K
SC
223
Scratch Capital
Idaho
$256K +$267K +8,521 New
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$253K -$18K -575 -6%
RCM
225
RB Capital Management
Nevada
$242K +$9.79K +313 +4%

DFLV Hedge Fund Activity: Q4 2024 in Review

264 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2024, worth a combined $2.38B — up 17% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFLV positions and 8 closed out — a net gain of 53 holders — while 137 added to existing stakes and 42 trimmed.

The largest buyer was Savant Capital, adding an estimated $83.1M. The largest seller was Pathstone Holdings, cutting an estimated $24.6M.

  • 264 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $2.38B of Dimensional US Large Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 61 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2024 and 8 closed out, a net change of +53 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $83.1M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2024 was Pathstone Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2024.