Dimensional US Large Cap Value ETF
DFLV
295 hedge funds and large institutions have $3.07B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 170 increasing their positions, 56 reducing their positions, and 11 closing their positions.
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
204% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 56
13% more capital invested
Capital invested by funds: $2.72B → $3.07B (+$360M)
8% more funds holding
Funds holding: 272 → 295 (+23)
0.94% more ownership
Funds ownership: 83.93% → 84.87% (+0.94%)
10% less funds holding in top 10
Funds holding in top 10: 42 → 38 (-4)
37% less call options, than puts
Call options by funds: $341K | Put options by funds: $540K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$110M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$54.2M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$39M |
| 4 |
RFP
Root Financial Partners
Encinitas,
California
|
+$14.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
WPWealth
Fort Worth,
Texas
|
-$10.8M |
| 2 |
LW
Lauer Wealth
Valparaiso,
Indiana
|
-$7.51M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$4.4M |
| 4 |
EWA
EQ Wealth Advisors
Dallas,
Texas
|
-$3.95M |
| 5 |
VF
Vawter Financial
Columbus,
Ohio
|
-$3.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
M
301
MATAURO
New York
| – | -$202K | -6,603 | Closed |
|
|
JFGLC
302
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| – | -$201K | -6,561 | Closed |
|
|
AWM
303
Avondale Wealth Management
West Lake Hills,
Texas
| – | -$92.3K | -3,019 | Closed |
|
|
PAG
304
Paladin Advisory Group
Clive,
Iowa
| – | -$61.4K | -2,009 | Closed |
|
305
Wells Fargo
San Francisco,
California
| – | -$53.7K | -1,756 | Closed |
|
306
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$2.18K | -81 | Closed |
|
DFLV Hedge Fund Activity: Q2 2025 in Review
295 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2025, worth a combined $3.07B — up 13% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DFLV positions and 11 closed out — a net gain of 27 holders — while 170 added to existing stakes and 56 trimmed.
The largest buyer was Savant Capital, adding an estimated $110M. The largest seller was WPWealth, cutting an estimated $10.8M.
- 295 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2025, up from 272 in Q1 2025.
- Funds reported $3.07B of Dimensional US Large Cap Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 38 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2025 and 11 closed out, a net change of +27 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q2 2025 was Savant Capital, an estimated $110M added.
- The largest Dimensional US Large Cap Value ETF seller in Q2 2025 was WPWealth, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2025.