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Dimensional US Large Cap Value ETF

121 hedge funds and large institutions have $704M invested in Dimensional US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
23
Increased
78
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFO
1
Pathstone Family Office
New Jersey
$70.5M 2,842,817 -160,227 -5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$69.8M 2,815,353 +650,266 +30%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$54.8M 2,210,280 +153,336 +7%
EWA
4
EP Wealth Advisors
California
$35.8M 1,444,772 +427,585 +42%
CHP
5
Cable Hill Partners
Oregon
$30.4M 1,223,492 +909,958 +290%
TI
6
Truepoint Inc
Ohio
$29.4M 1,185,543 +222,800 +23%
RWG
7
Regal Wealth Group
California
$20.5M 826,379 +13,851 +2%
W
8
WPWealth
Texas
$19.8M 796,608 +294,987 +59%
LPL Financial
9
LPL Financial
California
$17.7M 714,503 +714,503 New
MG
10
Mather Group
Illinois
$17.5M 704,516 +58,735 +9%
TH
11
Team Hewins
California
$16M 646,632 +23,241 +4%
LFP
12
Lakeshore Financial Planning
Michigan
$15.5M 625,574 +625,574 New
AAP
13
Arax Advisory Partners
Colorado
$14.7M 591,335 +591,335 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$14M 563,858 +563,858 New
BPA
15
Beacon Pointe Advisors
California
$13.6M 548,650 +200,492 +58%
AIM
16
Acropolis Investment Management
Missouri
$13M 522,768 +48,669 +10%
FWS
17
FinDec Wealth Services
California
$11.9M 480,415 +5,289 +1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$11.2M 433,333 +81,364 +23%
PFM
19
Phillips Financial Management
Indiana
$10.6M 427,050 +171,018 +67%
RA
20
RFG Advisory
Alabama
$10.2M 410,033 +20,951 +5%
IFA
21
Index Fund Advisors
California
$10.1M 408,100 +233,554 +134%
SC
22
Savant Capital
Illinois
$10.1M 407,866 +393,848 +2,810%
SIS
23
Strategic Investment Solutions
Illinois
$9.92M 386,449 +375,018 +3,281%
LWM
24
Liberty Wealth Management
California
$9.89M 398,535 +601 +0.2%
TFA
25
Triad Financial Advisors
North Carolina
$9.84M 396,447 +217,958 +122%