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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWP
Mosaic Family Wealth Partners
Missouri
$47.9M
2
EWA
EP Wealth Advisors
California
$32.8M
3
TI
Truepoint Inc
Ohio
$18.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
$20.9M
5
AIM
Acropolis Investment Management
Missouri
$8.7M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$81.4M
2
Jane Street
Jane Street
New York
$2.94M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
4
Citadel Advisors
Citadel Advisors
Florida
$489K
5
VCM
Vivaldi Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
26
Triad Financial Advisors
North Carolina
$2.37M +$2.37M +96,317 New
QC
27
Quent Capital
New York
$2.26M +$2.26M +91,846 New
SC
28
Schoolcraft Capital
Colorado
$2.18M +$1.92M +78,168 +741%
RGF
29
Retirement Guys Formula
Ohio
$2M +$9.39K +382 +0.5%
MHS
30
M Holdings Securities
Oregon
$1.92M +$1.92M +78,003 New
EFS
31
Essex Financial Services
Connecticut
$1.56M +$1.56M +63,382 New
WA
32
Wealth Architects
California
$1.49M +$1.49M +60,650 New
EAM
33
Evanson Asset Management
California
$1.33M +$770K +31,351 +137%
VF
34
Vawter Financial
Ohio
$1.23M +$1.23M +49,953 New
SIM
35
Studio Investment Management
Illinois
$1.22M +$1.22M +49,587 New
V
36
VeraBank
Texas
$1.2M +$1.2M +48,994 New
CFO
37
Collective Family Office
Pennsylvania
$1.02M -$6.19K -252 -0.6%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$955K +$626K +25,469 +190%
ASI
39
Advisory Services & Investments
Oregon
$909K +$554K +22,557 +156%
DI
40
Disciplined Investments
Oklahoma
$861K +$791K +32,214 +1,132%
MCA
41
Maryland Capital Advisors
Maryland
$728K +$49 +2 +0%
SC
42
Savant Capital
Illinois
$722K +$492K +20,028 +214%
TFA
43
Trinity Financial Advisors
Ohio
$711K +$711K +28,955 New
CPA
44
Cardiff Park Advisors
California
$662K +$569K +23,155 +613%
MWA
45
Mills Wealth Advisors
Texas
$599K +$9.36K +381 +2%
V
46
Veritable
Delaware
$589K +$589K +23,960 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$551K +$551K +22,437 New
TFA
48
Tobias Financial Advisors
Florida
$525K +$525K +21,359 New
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$508K +$508K +20,661 New
CFGF
50
Compass Financial Group (Florida)
Florida
$502K +$502K +20,421 New
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