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Dimensional US Large Cap Value ETF

38 hedge funds and large institutions have $249M invested in Dimensional US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
38
Holders Change
+38
Holders Change %
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
38
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFO
1
Pathstone Family Office
New Jersey
$172M 7,009,786 +7,009,786 New
Jane Street
2
Jane Street
New York
$10.8M 439,492 +439,492 New
FWS
3
FinDec Wealth Services
California
$10.6M 430,789 +430,789 New
RA
4
RFG Advisory
Alabama
$9.63M 368,368 +368,368 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.67M 230,990 +230,990 New
MG
6
Mather Group
Illinois
$5.62M 229,018 +229,018 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.91M 200,000 +200,000 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.39M 138,381 +138,381 New
EWA
9
EP Wealth Advisors
California
$2.69M 109,499 +109,499 New
CPIG
10
Chicago Partners Investment Group
Illinois
$2.38M 91,066 +91,066 New
W
11
WPWealth
Texas
$2.27M 92,667 +92,667 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$2.14M 87,217 +87,217 New
GAM
13
Gemmer Asset Management
California
$2.04M 83,157 +83,157 New
RGF
14
Retirement Guys Formula
Ohio
$1.98M 80,880 +80,880 New
CHP
15
Cable Hill Partners
Oregon
$1.75M 71,471 +71,471 New
EP
16
Equius Partners
California
$1.65M 67,090 +67,090 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.45M 59,163 +59,163 New
CFO
18
Collective Family Office
Pennsylvania
$1.02M 41,704 +41,704 New
VCM
19
Vivaldi Capital Management
Illinois
$811K 32,305 +32,305 New
MCA
20
Maryland Capital Advisors
Maryland
$727K 29,646 +29,646 New
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$684K 27,865 +27,865 New
BPA
22
Beacon Pointe Advisors
California
$650K 26,483 +26,483 New
MWA
23
Mills Wealth Advisors
Texas
$589K 23,998 +23,998 New
EAM
24
Evanson Asset Management
California
$561K 22,868 +22,868 New
FTUS
25
Flow Traders U.S.
New York
$549K 22,383 +22,383 New