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Dimensional US Large Cap Value ETF

81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
28
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFO
1
Pathstone Family Office
New Jersey
$81.4M 3,313,702 -3,696,084 -53%
MFWP
2
Mosaic Family Wealth Partners
Missouri
$47.9M 1,948,834 +1,948,834 New
EWA
3
EP Wealth Advisors
California
$32.8M 1,017,187 +907,688 +829%
Corient Private Wealth
4
Corient Private Wealth
Florida
$20.9M 849,695 +618,705 +268%
TI
5
Truepoint Inc
Ohio
$18.6M 756,776 +756,776 New
LWM
6
Liberty Wealth Management
California
$11.3M 462,098 +462,098 New
FWS
7
FinDec Wealth Services
California
$11M 445,831 +15,042 +3%
W
8
WPWealth
Texas
$9.85M 401,095 +308,428 +333%
RA
9
RFG Advisory
Alabama
$9.75M 396,893 +28,525 +8%
MG
10
Mather Group
Illinois
$9.07M 369,237 +140,219 +61%
AIM
11
Acropolis Investment Management
Missouri
$8.7M 354,179 +354,179 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$7.97M 324,426 +237,209 +272%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$6.71M 272,890 +134,509 +97%
BPA
14
Beacon Pointe Advisors
California
$5.12M 208,268 +181,785 +686%
RWG
15
Regal Wealth Group
California
$5.02M 200,947 +200,947 New
CHP
16
Cable Hill Partners
Oregon
$4.24M 172,389 +100,918 +141%
AAM
17
Austin Asset Management
Texas
$3.42M 139,122 +139,122 New
LFG
18
Larson Financial Group
Missouri
$3.39M 137,914 +122,112 +773%
GAM
19
Gemmer Asset Management
California
$3.2M 130,180 +47,023 +57%
CPIG
20
Chicago Partners Investment Group
Illinois
$3.15M 127,148 +36,082 +40%
Jane Street
21
Jane Street
New York
$2.94M 119,463 -320,029 -73%
TWP
22
Total Wealth Planning
Ohio
$2.92M 118,817 +118,817 New
IFA
23
Index Fund Advisors
California
$2.67M 108,797 +108,797 New
CF
24
Corrigan Financial
Rhode Island
$2.59M 105,342 +105,342 New
NA
25
NewEdge Advisors
Louisiana
$2.45M 99,909 +99,909 New