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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

102 hedge funds and large institutions have $508M invested in Dimensional US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+21
Holders Change %
+25.93%
% of All Funds
1.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
28
Increased
56
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$55M
2
TH
2
Team Hewins
California
$15.8M
3
RWG
3
Regal Wealth Group
California
$20.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$8.15M
5
MG
5
Mather Group
Illinois
$16.4M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$76.3M
2
Jane Street
2
Jane Street
New York
$0
3
LWM
3
Liberty Wealth Management
California
$10.1M
4
MHS
4
M Holdings Securities
Oregon
$1.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealth Architects
California
$4.57M +$3.03M +119,106 +196%
TFA
27
Triad Financial Advisors
North Carolina
$4.53M +$2.09M +82,172 +85%
IFA
28
Index Fund Advisors
California
$4.43M +$1.67M +65,749 +60%
SC
29
Schoolcraft Capital
Colorado
$4.09M +$1.84M +72,397 +82%
MA
30
Mutual Advisors
Nebraska
$4.04M +$4.04M +158,942 New
CF
31
Corrigan Financial
Rhode Island
$3.76M +$1.08M +42,659 +40%
GAM
32
Gemmer Asset Management
California
$3.58M +$275K +10,838 +8%
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$3.4M +$2.41M +94,908 +244%
QC
34
Quent Capital
New York
$2.96M +$623K +24,517 +27%
EAM
35
Evanson Asset Management
California
$2.87M +$1.5M +58,969 +109%
FF
36
Francis Financial
$2.69M +$2.69M +106,075 New
TFG
37
Tilson Financial Group
New Jersey
$2.56M +$2.56M +100,615 New
RGF
38
Retirement Guys Formula
Ohio
$2.25M +$188K +7,397 +9%
ASI
39
Advisory Services & Investments
Oregon
$2.07M +$1.13M +44,401 +120%
EFS
40
Essex Financial Services
Connecticut
$1.73M +$116K +4,568 +7%
EWA
41
Exencial Wealth Advisors
Oklahoma
$1.69M +$1.69M +66,364 New
SIM
42
Studio Investment Management
Illinois
$1.57M +$314K +12,375 +25%
GJIA
43
Glass Jacobson Investment Advisors
Maryland
$1.56M +$1.56M +61,249 New
VF
44
Vawter Financial
Ohio
$1.54M +$270K +10,613 +21%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.43M +$1.43M +56,199 New
TFA
46
Trinity Financial Advisors
Ohio
$1.41M +$678K +26,708 +92%
V
47
Veritable
Delaware
$1.41M +$803K +31,605 +132%
DI
48
Disciplined Investments
Oklahoma
$1.39M +$504K +19,841 +57%
MHS
49
M Holdings Securities
Oregon
$1.35M -$634K -24,951 -32%
JC
50
Jentner Corp
Ohio
$1.25M +$1.25M +49,272 New
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