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Dimensional US Large Cap Value ETF
DFLV

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

1,500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 3

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

113% more funds holding

Funds holding: 38 → 81 (+43)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

42% more capital invested

Capital invested by funds: $249M → $352M (+$103M)

74.62% less ownership

Funds ownership: 154.19% → 79.57% (-75%)

Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.29%
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

Rank Fund Capital Flow
1
MFWP
Mosaic Family Wealth Partners
Missouri
+$49M
2
EWA
EP Wealth Advisors
California
+$22.8M
3
TI
Truepoint Inc
Ohio
+$19M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$15.5M
5
AIM
Acropolis Investment Management
Missouri
+$8.9M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$92.9M
2
Jane Street
Jane Street
New York
-$8.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.91M
4
Citadel Advisors
Citadel Advisors
Florida
-$986K
5
VCM
Vivaldi Capital Management
Illinois
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
26
Triad Financial Advisors
North Carolina
$2.37M +$2.42M +96,317 New
QC
27
Quent Capital
New York
$2.26M +$2.31M +91,846 New
SC
28
Schoolcraft Capital
Colorado
$2.18M +$1.96M +78,168 +741%
RGF
29
Retirement Guys Formula
Ohio
$2M +$9.6K +382 +0.5%
MHS
30
M Holdings Securities
Oregon
$1.92M +$1.96M +78,003 New
EFS
31
Essex Financial Services
Connecticut
$1.56M +$1.59M +63,382 New
WA
32
Wealth Architects
California
$1.49M +$1.52M +60,650 New
EAM
33
Evanson Asset Management
California
$1.33M +$788K +31,351 +137%
VF
34
Vawter Financial
Ohio
$1.23M +$1.26M +49,953 New
SIM
35
Studio Investment Management
Illinois
$1.22M +$1.25M +49,587 New
V
36
VeraBank
Texas
$1.2M +$1.23M +48,994 New
CFO
37
Collective Family Office
Pennsylvania
$1.02M -$6.33K -252 -0.6%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$955K +$640K +25,469 +190%
ASI
39
Advisory Services & Investments
Oregon
$909K +$567K +22,557 +156%
DI
40
Disciplined Investments
Oklahoma
$861K +$809K +32,214 +1,132%
MCA
41
Maryland Capital Advisors
Maryland
$728K +$50 +2 +0%
SC
42
Savant Capital
Illinois
$722K +$503K +20,028 +214%
TFA
43
Trinity Financial Advisors
Ohio
$711K +$728K +28,955 New
CPA
44
Cardiff Park Advisors
California
$662K +$582K +23,155 +613%
MWA
45
Mills Wealth Advisors
Texas
$599K +$9.57K +381 +2%
V
46
Veritable
Delaware
$589K +$602K +23,960 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$551K +$564K +22,437 New
TFA
48
Tobias Financial Advisors
Florida
$525K +$537K +21,359 New
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$508K +$519K +20,661 New
CFGF
50
Compass Financial Group (Florida)
Florida
$502K +$513K +20,421 New
1
2
3 4

DFLV Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2023, worth a combined $352M — up 42% from $249M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DFLV positions and 3 closed out — a net gain of 45 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was Mosaic Family Wealth Partners, opening a new position worth an estimated $49M. The largest seller was Pathstone Family Office, cutting an estimated $92.9M.

  • 81 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $352M of Dimensional US Large Cap Value ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 48 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +45 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2023 was Mosaic Family Wealth Partners, an estimated $49M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $92.9M sold.

Based on aggregated 13F filings for Q1 2023.