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Dimensional US Large Cap Value ETF
DFLV

272 hedge funds and large institutions have $2.72B invested in Dimensional US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 40 → 42 (+2)

3% more funds holding

Funds holding: 264 → 272 (+8)

1.05% less ownership

Funds ownership: 84.98% → 83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.65%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
–
Net Calls
+$196K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$77.8M
2
EWA
EP Wealth Advisors
California
+$43.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$18.4M
4
TI
Truepoint Inc
Ohio
+$15.5M
5
RFP
Root Financial Partners
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.1M
2
AAP
Arax Advisory Partners
Colorado
-$16.1M
3
DAS
Dynamic Advisor Solutions
Arizona
-$5.97M
4
NA
NewEdge Advisors
Louisiana
-$5.35M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$242K +$186K +6,035 +319%
MMPW
227
Mitchell McLeod Pugh & Williams
Alabama
$241K +$834 +27 +0.3%
MKW
228
Mullaney, Keating & Wright
Connecticut
$240K +$62 +2 +0%
OIM
229
Oder Investment Management
California
$240K +$242K +7,848 New
FWM
230
Fortress Wealth Management
California
$229K +$231K +7,484 New
WA
231
Wealthstream Advisors
New York
$220K +$927 +30 +0.4%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$218K – – –
MFA
233
McClarren Financial Advisors
Pennsylvania
$216K -$59.2K -1,918 -27%
FC
234
Family CFO
California
$211K – – –
TWP
235
Triad Wealth Partners
Kansas
$206K +$208K +6,745 New
PAM
236
Pacific Asset Management
Washington
$203K +$205K +6,631 New
M
237
MATAURO
New York
$202K +$204K +6,603 New
JFGLC
238
Johnson Financial Group LLC (Colorado)
Colorado
$201K +$203K +6,561 New
CSP
239
Cary Street Partners
Virginia
$188K -$95.5K -3,091 -33%
VWA
240
VSM Wealth Advisory
Maryland
$178K – – –
Morgan Stanley
241
Morgan Stanley
New York
$133K +$15.4K +499 +13%
AC
242
AlphaCore Capital
California
$119K +$120K +3,889 New
AA
243
Addison Advisors
Vermont
$116K – – –
AF
244
Advisornet Financial
Minnesota
$96.2K +$402 +13 +0.4%
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
$94.8K +$95.8K +3,100 New
AWM
246
Avondale Wealth Management
Texas
$92.3K +$6.95K +225 +8%
SAM
247
S.A. Mason
Michigan
$87.2K – – –
CCM
248
Cloud Capital Management
Washington
$79K +$79.8K +2,585 New
ME
249
McIlrath & Eck
Washington
$72K +$278 +9 +0.4%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$64.5K +$30.9K +999 +90%
8 9
10
11 12

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.