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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 %
WA
251
Wealthstream Advisors
New York
$224K +$1.06K +34 +0.5%
MFA
252
McClarren Financial Advisors
Pennsylvania
$222K +$62.3K +2,007 +39%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$222K – – –
Ameriprise
254
Ameriprise
Minnesota
$216K +$216K +6,971 New
FC
255
Family CFO
California
$214K – – –
PAM
256
Pacific Asset Management
Washington
$206K +$589 +19 +0.3%
TRCT
257
Tower Research Capital (TRC)
New York
$201K -$194K -6,265 -49%
CSP
258
Cary Street Partners
Virginia
$192K +$310 +10 +0.2%
VWA
259
VSM Wealth Advisory
Maryland
$180K – – –
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$171K +$121K +3,902 +243%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$158K +$131K +4,211 +471%
PWM
262
Parkworth Wealth Management
California
$150K +$150K +4,848 New
AC
263
AlphaCore Capital
California
$121K +$155 +5 +0.1%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$101K +$68.6K +2,211 +214%
AF
265
Advisornet Financial
Minnesota
$98.1K +$465 +15 +0.5%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$96.2K – – –
SPIA
267
Steward Partners Investment Advisory
New York
$90.2K -$1.08M -34,754 -92%
SAM
268
S.A. Mason
Michigan
$88.5K – – –
ME
269
McIlrath & Eck
Washington
$74.7K +$1.68K +54 +2%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$65.4K – – –
GRP
271
Global Retirement Partners
California
$61.3K +$61.3K +1,977 New
AA
272
Ancora Advisors
Ohio
$57.4K – – –
AA
273
Addison Advisors
Vermont
$56.1K -$61.3K -1,975 -52%
AWM
274
AE Wealth Management
Kansas
$54K +$54K +1,742 New
Jones Financial Companies
275
Jones Financial Companies
Missouri
$53.8K +$53.8K +1,738 New
9 10
11
12 13