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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

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
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.93%
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

1
CHP
1
Cable Hill Partners
Oregon
$30.4M
2
LPL Financial
2
LPL Financial
California
$17.7M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$69.8M
4
AAP
4
Arax Advisory Partners
Colorado
$14.7M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$70.5M
2
MA
2
Mutual Advisors
Nebraska
$1.41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6K
4
Wells Fargo
4
Wells Fargo
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$9.46M +$1.5M +60,461 +19%
TWP
27
Total Wealth Planning
Ohio
$9.14M +$2.86M +115,247 +45%
LFG
28
Larson Financial Group
Missouri
$7.76M +$1.64M +65,919 +27%
V
29
VeraBank
Texas
$6.29M +$363K +14,616 +6%
WA
30
Wealth Architects
California
$6.14M +$1.68M +67,630 +38%
AAM
31
Austin Asset Management
Texas
$5.6M +$749K +30,191 +15%
LW
32
Lauer Wealth
Indiana
$5.51M +$5.51M +222,700 New
TFA
33
Tobias Financial Advisors
Florida
$5.49M +$4.33M +174,499 +374%
NA
34
NewEdge Advisors
Louisiana
$5.35M +$340K +13,719 +7%
CPIG
35
Chicago Partners Investment Group
Illinois
$5.09M +$334K +14,042 +7%
CF
36
Corrigan Financial
Rhode Island
$4.89M +$1.22M +49,285 +33%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$4.79M +$1.47M +59,433 +44%
SC
38
Schoolcraft Capital
Colorado
$4.45M +$456K +18,397 +11%
TFG
39
Tilson Financial Group
New Jersey
$4.22M +$1.72M +69,410 +69%
EAM
40
Evanson Asset Management
California
$3.68M +$875K +35,285 +31%
GAM
41
Gemmer Asset Management
California
$3.64M +$146K +5,876 +4%
MHS
42
M Holdings Securities
Oregon
$3.43M +$2.11M +85,048 +160%
FF
43
Francis Financial
$3.13M +$494K +19,922 +19%
QC
44
Quent Capital
New York
$2.94M +$56.3K +2,268 +2%
JC
45
Jentner Corp
Ohio
$2.93M +$1.71M +68,818 +140%
ASI
46
Advisory Services & Investments
Oregon
$2.51M +$488K +19,652 +24%
DPI
47
Diversified Portfolios Inc
Michigan
$2.5M +$1.35M +54,539 +118%
PW
48
Peninsula Wealth
California
$2.36M +$2.36M +99,368 New
RGF
49
Retirement Guys Formula
Ohio
$2.07M -$130K -5,224 -6%
DI
50
Disciplined Investments
Oklahoma
$1.82M +$461K +18,590 +34%
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