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Dimensional US Large Cap Value ETF

213 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 124 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.08%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
25
Increased
124
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$133M 4,317,298 +375,966 +10%
SC
2
Savant Capital
Illinois
$129M 4,184,352 +3,265,298 +355%
EWA
3
EP Wealth Advisors
California
$107M 3,462,912 +797,877 +30%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$104M 3,373,459 -36,943 -1%
FG
5
Foster Group
Iowa
$102M 3,303,117 +14,854 +0.5%
MFWP
6
Mosaic Family Wealth Partners
Missouri
$77.3M 2,509,698 +160,322 +7%
TI
7
Truepoint Inc
Ohio
$63.4M 2,058,111 +146,600 +8%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$56.4M 1,829,105 -22,972 -1%
CHP
9
Cable Hill Partners
Oregon
$50.8M 1,647,644 +177,532 +12%
SFS
10
Summit Financial Strategies
Ohio
$46.7M 1,516,408 +199,508 +15%
W
11
WPWealth
Texas
$44.4M 1,441,038 +156,439 +12%
HighTower Advisors
12
HighTower Advisors
Illinois
$38.3M 1,241,079 +201,202 +19%
OIA
13
OneDigital Investment Advisors
Kansas
$36.7M 1,190,920 +127,731 +12%
NA
14
NewEdge Advisors
Louisiana
$30.8M 999,999 -19,957 -2%
EFP
15
EnRich Financial Partners
Wisconsin
$30.1M 977,730 +17,686 +2%
AAS
16
Avantax Advisory Services
Texas
$29.8M 968,229 +172,190 +22%
LPL Financial
17
LPL Financial
California
$28.7M 932,291 +36,261 +4%
EB
18
Eastern Bank
Massachusetts
$28M 909,558 +8,796 +1%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$27.3M 887,521 +94,185 +12%
IFA
20
Index Fund Advisors
California
$26.9M 871,560 +110,395 +15%
PFM
21
Phillips Financial Management
Indiana
$26.8M 870,256 +107,953 +14%
DWP
22
Destiny Wealth Partners
Florida
$26.2M 849,601 +2,538 +0.3%
QC
23
Quent Capital
New York
$25.9M 839,533 +78,878 +10%
MG
24
Mather Group
Illinois
$24.9M 807,845 -39,640 -5%
GOCP
25
Great Oak Capital Partners
Massachusetts
$24.6M 794,526 +13,702 +2%