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Dimensional US Large Cap Value ETF
DFLV

38 hedge funds and large institutions have $249M invested in Dimensional US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

154.19% more ownership

Funds ownership: 0% → 154.19% (+154%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$172M
2
Jane Street
Jane Street
New York
+$10.8M
3
RA
RFG Advisory
Alabama
+$9.04M
4
MG
Mather Group
Illinois
+$5.62M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.91M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$388K +$388K +15,802 New
ASI
27
Advisory Services & Investments
Oregon
$354K +$354K +14,446 New
WFAG
28
Wescott Financial Advisory Group
Pennsylvania
$329K +$329K +13,406 New
SC
29
Schoolcraft Capital
Colorado
$259K +$259K +10,544 New
SIS
30
Strategic Investment Solutions
Illinois
$257K +$240K +9,783 New
SC
31
Savant Capital
Illinois
$229K +$229K +9,341 New
CPA
32
Cardiff Park Advisors
California
$92.7K +$92.7K +3,780 New
DI
33
Disciplined Investments
Oklahoma
$69.8K +$69.8K +2,846 New
BAM
34
Baldrige Asset Management
Pennsylvania
$45K +$45.1K +1,840 New
IA
35
IFP Advisors
Florida
$25K +$24.5K +1,000 New
MFC
36
Morris Financial Concepts
South Carolina
$14.3K +$14.3K +583 New
RWM
37
Ruedi Wealth Management
Illinois
$809 +$810 +33 New
LG
38
LAM Group
Oregon
$491 +$491 +20 New
1
2

DFLV Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2022, worth a combined $249M.

Buyers outnumbered sellers: 38 funds opened new DFLV positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $172M.

  • 38 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $249M of Dimensional US Large Cap Value ETF stock for Q4 2022.
  • 38 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2022 and 0 closed out, a net change of +38 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $172M added.

Based on aggregated 13F filings for Q4 2022.