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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

290 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.89%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
167
Reduced
55
Closed
10
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
1
Savant Capital
Illinois
$409M
2
CCM
2
Coldstream Capital Management
Washington
$56.8M
3
EWA
3
EP Wealth Advisors
California
$242M
4
PFG
4
Premier Financial Group
California
$35.6M
5
RFP
5
Root Financial Partners
California
$30.4M

Top Sellers

1
W
1
WPWealth
Texas
$35.3M
2
LW
2
Lauer Wealth
Indiana
$0
3
RA
3
RFG Advisory
Alabama
$9.83M
4
EWA
4
EQ Wealth Advisors
Texas
$460K
5
VF
5
Vawter Financial
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$409M 13,169,045 +3,712,256 +39%
EWA
2
EP Wealth Advisors
California
$242M 7,789,534 +1,316,406 +20%
Corient Private Wealth
3
Corient Private Wealth
Florida
$175M 5,629,872 +263,180 +5%
FG
4
Foster Group
Iowa
$114M 3,686,352 +275,303 +8%
MFWP
5
Mosaic Family Wealth Partners
Missouri
$90M 2,901,838 +83,405 +3%
TI
6
Truepoint Inc
Ohio
$87.5M 2,820,890 +77,984 +3%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$81.3M 2,620,224 +18,580 +0.7%
HighTower Advisors
8
HighTower Advisors
Illinois
$60.7M 1,956,955 +340,800 +21%
SFS
9
Summit Financial Strategies
Ohio
$59.4M 1,913,371 +96,544 +5%
CCM
10
Coldstream Capital Management
Washington
$56.8M 1,830,037 +1,830,037 New
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$56.4M 1,818,553 +30,340 +2%
AAS
12
Avantax Advisory Services
Texas
$55M 1,773,795 +47,079 +3%
LPL Financial
13
LPL Financial
California
$42.7M 1,377,603 +83,926 +6%
PFM
14
Phillips Financial Management
Indiana
$40.8M 1,314,950 +78,319 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$36.2M 1,167,915 +122,500 +12%
PFG
16
Premier Financial Group
California
$35.6M 1,125,404 +1,125,404 New
W
17
WPWealth
Texas
$35.3M 1,136,750 -364,498 -24%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$34.6M 1,091,263 +122,156 +13%
MG
19
Mather Group
Illinois
$34.3M 1,106,184 +57,851 +6%
IFA
20
Index Fund Advisors
California
$33.1M 1,068,530 +87,369 +9%
QC
21
Quent Capital
New York
$32.8M 1,058,596 -94,280 -8%
AC
22
Apella Capital
Connecticut
$30.8M 980,236 +260,654 +36%
TWP
23
Total Wealth Planning
Ohio
$30.6M 986,879 +105,807 +12%
RFP
24
Root Financial Partners
California
$30.4M 981,440 +502,826 +105%
Cerity Partners
25
Cerity Partners
New York
$30.1M 969,393 +123,555 +15%
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