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Dimensional US Large Cap Value ETF

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$87.4M 3,229,783 +3,229,783 New
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.1M 3,218,158 +402,805 +14%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$56.4M 2,083,625 -126,655 -6%
EWA
4
EP Wealth Advisors
California
$52.5M 1,940,225 +495,453 +34%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$50.9M 1,881,952 +1,881,952 New
TI
6
Truepoint Inc
Ohio
$38.6M 1,428,483 +242,940 +20%
CHP
7
Cable Hill Partners
Oregon
$37.1M 1,377,120 +153,628 +13%
W
8
WPWealth
Texas
$27.1M 1,001,070 +204,462 +26%
EFP
9
EnRich Financial Partners
Wisconsin
$24.8M 915,312 +915,312 New
RWG
10
Regal Wealth Group
California
$22.1M 822,968 -3,411 -0.4%
LPL Financial
11
LPL Financial
California
$21.7M 800,988 +86,485 +12%
MG
12
Mather Group
Illinois
$21.4M 791,902 +87,386 +12%
OIA
13
OneDigital Investment Advisors
Kansas
$21.1M 781,663 +781,663 New
TH
14
Team Hewins
California
$19M 703,418 +56,786 +9%
SFS
15
Summit Financial Strategies
Ohio
$17.6M 650,374 +650,374 New
BPA
16
Beacon Pointe Advisors
California
$17.1M 633,183 +84,533 +15%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.9M 623,471 +59,613 +11%
AAP
18
Arax Advisory Partners
Colorado
$16.8M 620,710 +29,375 +5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$16.5M 607,737 +174,404 +40%
LFP
20
Lakeshore Financial Planning
Michigan
$16.5M 609,521 -16,053 -3%
IFA
21
Index Fund Advisors
California
$16.4M 605,684 +197,584 +48%
GOCP
22
Great Oak Capital Partners
Massachusetts
$15.9M 587,734 +587,734 New
AIM
23
Acropolis Investment Management
Missouri
$14.8M 547,344 +24,576 +5%
PFM
24
Phillips Financial Management
Indiana
$14.4M 533,180 +106,130 +25%
ACC
25
Acorn Creek Capital
Colorado
$13.6M 502,267 +502,267 New