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Dimensional US Large Cap Value ETF

199 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
199
Holders Change
+24
Holders Change %
+13.71%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
34
Increased
113
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$114M 3,941,332 +314,161 +9%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$98.6M 3,410,402 +134,166 +4%
FG
3
Foster Group
Iowa
$95.1M 3,288,263 +3,277,472 +30,372%
EWA
4
EP Wealth Advisors
California
$77M 2,665,035 +380,053 +17%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$67.9M 2,349,376 +61,855 +3%
TI
6
Truepoint Inc
Ohio
$55.3M 1,911,511 +115,474 +6%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$53.5M 1,852,077 -19,288 -1%
CHP
8
Cable Hill Partners
Oregon
$42.5M 1,470,112 +92,992 +7%
SFS
9
Summit Financial Strategies
Ohio
$38.1M 1,316,900 +496,863 +61%
W
10
WPWealth
Texas
$37.1M 1,284,599 +140,421 +12%
OIA
11
OneDigital Investment Advisors
Kansas
$30.7M 1,063,189 -91,516 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$30.1M 1,039,877 +500,069 +93%
NA
13
NewEdge Advisors
Louisiana
$29.5M 1,019,956 +38,746 +4%
EFP
14
EnRich Financial Partners
Wisconsin
$27.8M 960,044 +6,263 +0.7%
SC
15
Savant Capital
Illinois
$26.6M 919,054 +672,374 +273%
EB
16
Eastern Bank
Massachusetts
$26M 900,762 +24,855 +3%
LPL Financial
17
LPL Financial
California
$25.9M 896,030 +48,545 +6%
MG
18
Mather Group
Illinois
$25.4M 847,485 +55,567 +7%
DWP
19
Destiny Wealth Partners
Florida
$24.5M 847,063 +847,063 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$23.1M 793,336 +80,273 +11%
AAS
21
Avantax Advisory Services
Texas
$23M 796,039 +512,093 +180%
GOCP
22
Great Oak Capital Partners
Massachusetts
$22.7M 780,824 +98,975 +15%
PFM
23
Phillips Financial Management
Indiana
$22M 762,303 +108,159 +17%
IFA
24
Index Fund Advisors
California
$22M 761,165 +73,067 +11%
QC
25
Quent Capital
New York
$22M 760,655 +180,833 +31%