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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

292 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, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
3.92%
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
168
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
Savant Capital
Illinois
$409M
2
CCM
Coldstream Capital Management
Washington
$56.8M
3
EWA
EP Wealth Advisors
California
$242M
4
RFP
Root Financial Partners
California
$30.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$60.7M

Top Sellers

1
W
WPWealth
Texas
$35.3M
2
LW
Lauer Wealth
Indiana
$0
3
RA
RFG Advisory
Alabama
$9.83M
4
EWA
EQ Wealth Advisors
Texas
$460K
5
VF
Vawter Financial
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$366K -$113K -3,630 -24%
PWM
227
PBMares Wealth Management
Virginia
$365K +$94.1K +3,035 +35%
CCM
228
Cloud Capital Management
Washington
$363K +$283K +9,093 +352%
RFP
229
RCS Financial Planning
Maryland
$354K – – –
MMPW
230
Mitchell McLeod Pugh & Williams
Alabama
$354K +$109K +3,521 +45%
DAS
231
Dynamic Advisor Solutions
Arizona
$339K +$339K +10,916 New
CMBA
232
C.M. Bidwell & Associates
Hawaii
$337K +$91.7K +2,955 +37%
WMN
233
Wealth Management Nebraska
Nebraska
$329K +$329K +10,636 New
RCM
234
RB Capital Management
Nevada
$327K +$13.4K +431 +4%
AFG
235
ABLE Financial Group
Arizona
$322K +$322K +10,391 New
SPC
236
Sigma Planning Corp
Michigan
$305K +$305K +9,847 New
SCA
237
Strathmore Capital Advisors
North Carolina
$304K +$304K +9,644 New
HH
238
Hilltop Holdings
Texas
$301K – – –
CWA
239
Canvas Wealth Advisors
Kansas
$299K – – –
RIP
240
RAM Investment Partners
Washington
$290K -$23.6K -762 -8%
GM
241
GeoWealth Management
Illinois
$289K – – –
AFO
242
Aurelius Family Office
New Hampshire
$283K -$900 -29 -0.3%
KAM
243
KEB Asset Management
Illinois
$263K – – –
T
244
Tableaux
Massachusetts
$262K +$262K +10,159 New
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$250K +$250K +8,045 New
AQR Capital Management
246
AQR Capital Management
Connecticut
$244K +$244K +7,870 New
CAI
247
Capital Advisors Inc
Oklahoma
$243K +$243K +7,844 New
Morgan Stanley
248
Morgan Stanley
New York
$236K +$101K +3,243 +74%
VT
249
Vise Technologies
New York
$234K +$234K +7,536 New
SWP
250
Stratos Wealth Partners
Ohio
$226K +$226K +7,283 New
8 9
10
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