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Dimensional US Large Cap Value ETF

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
1
Savant Capital
Illinois
$205M 6,840,022 +2,655,670 +63%
EWA
2
EP Wealth Advisors
California
$152M 5,072,131 +1,609,219 +46%
Corient Private Wealth
3
Corient Private Wealth
Florida
$143M 4,772,108 +454,810 +11%
FG
4
Foster Group
Iowa
$101M 3,361,578 +58,461 +2%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$79.1M 2,633,316 +123,618 +5%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$77.7M 2,586,882 -786,577 -23%
TI
7
Truepoint Inc
Ohio
$67.3M 2,240,505 +182,394 +9%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$54M 1,799,402 -29,703 -2%
CHP
9
Cable Hill Partners
Oregon
$51.1M 1,700,656 +53,012 +3%
SFS
10
Summit Financial Strategies
Ohio
$50.4M 1,679,078 +162,670 +11%
W
11
WPWealth
Texas
$46.6M 1,550,210 +109,172 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$44.9M 1,495,702 +254,623 +21%
AAS
13
Avantax Advisory Services
Texas
$39.7M 1,320,933 +352,704 +36%
PFM
14
Phillips Financial Management
Indiana
$34.2M 1,138,494 +268,238 +31%
OIA
15
OneDigital Investment Advisors
Kansas
$32.2M 1,073,782 -117,138 -10%
LPL Financial
16
LPL Financial
California
$32.2M 1,073,735 +141,444 +15%
QC
17
Quent Capital
New York
$30.8M 1,025,025 +185,492 +22%
EFP
18
EnRich Financial Partners
Wisconsin
$29.2M 971,854 -5,876 -0.6%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$28.8M 959,344 +71,823 +8%
DWP
20
Destiny Wealth Partners
Florida
$27.7M 921,918 +72,317 +9%
IFA
21
Index Fund Advisors
California
$27.6M 919,463 +47,903 +5%
EB
22
Eastern Bank
Massachusetts
$27.4M 911,316 +1,758 +0.2%
NA
23
NewEdge Advisors
Louisiana
$25.7M 855,266 -144,733 -14%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$25.3M 841,429 +113,415 +16%
TWP
25
Total Wealth Planning
Ohio
$24.6M 818,031 +82,122 +11%