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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
3.91%
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
+$115M
2
CCM
Coldstream Capital Management
Washington
+$56.8M
3
EWA
EP Wealth Advisors
California
+$40.8M
4
RFP
Root Financial Partners
California
+$15.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M

Top Sellers

1
W
WPWealth
Texas
-$11.3M
2
LW
Lauer Wealth
Indiana
-$7.51M
3
RA
RFG Advisory
Alabama
-$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$48.8K -$7.69K -248 -14%
DF
277
DecisionPoint Financial
Arizona
$38K – – –
CTWM
278
Cherry Tree Wealth Management
Minnesota
$33.8K – – –
GTAM
279
Global Trust Asset Management
Florida
$32.4K +$3.54K +114 +12%
TWM
280
Topsail Wealth Management
North Carolina
$29.7K – – –
PCA
281
Providence Capital Advisors
North Carolina
$26.3K +$26.3K +849 New
CA
282
Clearstead Advisors
Ohio
$22.6K – – –
EWA
283
EverSource Wealth Advisors
Alabama
$21.7K -$21.9K -706 -50%
SRCM
284
Signature Resources Capital Management
California
$20.2K – – –
VWM
285
Vermillion Wealth Management
Minnesota
$18.9K +$2.89K +93 +18%
HI
286
Harbour Investments
Wisconsin
$18.6K – – –
ETC
287
Exchange Traded Concepts
Oklahoma
$11.7K +$11.7K +378 New
TCM
288
TruNorth Capital Management
Michigan
$11.1K – – –
PMIM
289
Prudent Man Investment Management
Colorado
$7.21K – – –
CWP
290
Concord Wealth Partners
Virginia
$5.1K – – –
Simplex Trading
291
Simplex Trading
Illinois
$1K +$1K +58 New
RDFA
292
Ritter Daniher Financial Advisory
Ohio
$187 +$187 +6 New
LW
293
Lauer Wealth
Indiana
– -$7.51M -258,150 Closed
VF
294
Vawter Financial
Ohio
– -$3.79M -123,912 Closed
Goldman Sachs
295
Goldman Sachs
New York
– -$826K -27,027 Closed
TC
296
TownSquare Capital
Utah
– -$613K -20,062 Closed
CAM
297
Clark Asset Management
New Hampshire
– -$472K -15,444 Closed
M
298
MATAURO
New York
– -$202K -6,603 Closed
JFGLC
299
Johnson Financial Group LLC (Colorado)
Colorado
– -$201K -6,561 Closed
AWM
300
Avondale Wealth Management
Texas
– -$92.3K -3,019 Closed
9 10 11
12
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