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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 %
CTWM
276
Cherry Tree Wealth Management
Minnesota
$33.8K 1,089 – –
GTAM
277
Global Trust Asset Management
Florida
$32.4K 1,043 +114 +12%
TWM
278
Topsail Wealth Management
North Carolina
$29.7K 958 – –
PCA
279
Providence Capital Advisors
North Carolina
$26.3K 849 +849 New
CA
280
Clearstead Advisors
Ohio
$22.6K 727 – –
EWA
281
EverSource Wealth Advisors
Alabama
$21.7K 700 -706 -50%
SRCM
282
Signature Resources Capital Management
California
$20.2K 651 – –
VWM
283
Vermillion Wealth Management
Minnesota
$18.9K 610 +93 +18%
HI
284
Harbour Investments
Wisconsin
$18.6K 600 – –
ETC
285
Exchange Traded Concepts
Oklahoma
$11.7K 378 +378 New
TCM
286
TruNorth Capital Management
Michigan
$11.1K 359 – –
PMIM
287
Prudent Man Investment Management
Colorado
$7.21K 240 – –
CWP
288
Concord Wealth Partners
Virginia
$5.1K 164 – –
Simplex Trading
289
Simplex Trading
Illinois
$1K 58 +58 New
RDFA
290
Ritter Daniher Financial Advisory
Ohio
$187 6 +6 New
LW
291
Lauer Wealth
Indiana
– – -258,150 Closed
VF
292
Vawter Financial
Ohio
– – -123,912 Closed
Goldman Sachs
293
Goldman Sachs
New York
– – -27,027 Closed
TC
294
TownSquare Capital
Utah
– – -20,062 Closed
CAM
295
Clark Asset Management
New Hampshire
– – -15,444 Closed
M
296
MATAURO
New York
– – -6,603 Closed
JFGLC
297
Johnson Financial Group LLC (Colorado)
Colorado
– – -6,561 Closed
AWM
298
Avondale Wealth Management
Texas
– – -3,019 Closed
PAG
299
Paladin Advisory Group
Iowa
– – -2,009 Closed
Wells Fargo
300
Wells Fargo
California
– – -1,756 Closed
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