We are live on ! Find out more
DFLV icon

Dimensional US Large Cap Value ETF
DFLV

121 hedge funds and large institutions have $704M invested in Dimensional US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 12

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

38% more capital invested

Capital invested by funds: $508M → $704M (+$196M)

19% more funds holding

Funds holding: 102 → 121 (+19)

2.21% more ownership

Funds ownership: 76.32% → 78.53% (+2.2%)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.92%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
23
Increased
78
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CHP
Cable Hill Partners
Oregon
+$23.3M
2
LPL Financial
LPL Financial
California
+$18.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$16.7M
4
AAP
Arax Advisory Partners
Colorado
+$15.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$4.11M
2
MA
Mutual Advisors
Nebraska
-$2.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.43M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$282K
5
Wells Fargo
Wells Fargo
California
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$9.46M +$1.55M +60,461 +19%
TWP
27
Total Wealth Planning
Ohio
$9.14M +$2.95M +115,247 +45%
LFG
28
Larson Financial Group
Missouri
$7.76M +$1.69M +65,919 +27%
V
29
VeraBank
Texas
$6.29M +$375K +14,616 +6%
WA
30
Wealth Architects
California
$6.14M +$1.73M +67,630 +38%
AAM
31
Austin Asset Management
Texas
$5.6M +$774K +30,191 +15%
LW
32
Lauer Wealth
Indiana
$5.51M +$5.71M +222,700 New
TFA
33
Tobias Financial Advisors
Florida
$5.49M +$4.47M +174,499 +374%
NA
34
NewEdge Advisors
Louisiana
$5.35M +$352K +13,719 +7%
CPIG
35
Chicago Partners Investment Group
Illinois
$5.09M +$360K +14,042 +7%
CF
36
Corrigan Financial
Rhode Island
$4.89M +$1.26M +49,285 +33%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$4.79M +$1.52M +59,433 +44%
SC
38
Schoolcraft Capital
Colorado
$4.45M +$472K +18,397 +11%
TFG
39
Tilson Financial Group
New Jersey
$4.22M +$1.78M +69,410 +69%
EAM
40
Evanson Asset Management
California
$3.68M +$905K +35,285 +31%
GAM
41
Gemmer Asset Management
California
$3.64M +$151K +5,876 +4%
MHS
42
M Holdings Securities
Oregon
$3.43M +$2.18M +85,048 +160%
FF
43
Francis Financial
$3.13M +$511K +19,922 +19%
QC
44
Quent Capital
New York
$2.94M +$58.1K +2,268 +2%
JC
45
Jentner Corp
Ohio
$2.93M +$1.76M +68,818 +140%
ASI
46
Advisory Services & Investments
Oregon
$2.51M +$504K +19,652 +24%
DPI
47
Diversified Portfolios Inc
Michigan
$2.5M +$1.4M +54,539 +118%
PW
48
Peninsula Wealth
California
$2.36M +$2.55M +99,368 New
RGF
49
Retirement Guys Formula
Ohio
$2.07M -$134K -5,224 -6%
DI
50
Disciplined Investments
Oklahoma
$1.82M +$477K +18,590 +34%
1
2
3 4 5

DFLV Hedge Fund Activity: Q3 2023 in Review

121 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q3 2023, worth a combined $704M — up 38% from $508M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFLV positions and 2 closed out — a net gain of 21 holders — while 78 added to existing stakes and 12 trimmed.

The largest buyer was Cable Hill Partners, adding an estimated $23.3M. The largest seller was Pathstone Family Office, cutting an estimated $4.11M.

  • 121 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q3 2023, up from 102 in Q2 2023.
  • Funds reported $704M of Dimensional US Large Cap Value ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 23 funds opened new Dimensional US Large Cap Value ETF positions in Q3 2023 and 2 closed out, a net change of +21 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q3 2023 was Cable Hill Partners, an estimated $23.3M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q3 2023 was Pathstone Family Office, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2023.