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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.54%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
Eastern Bank
Massachusetts
$26.3M
2
NA
NewEdge Advisors
Louisiana
$29.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
$109M
4
QC
Quent Capital
New York
$17.4M
5
OIA
OneDigital Investment Advisors
Kansas
$34.6M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
MHS
M Holdings Securities
Oregon
$0
3
SC
Savant Capital
Illinois
$7.4M
4
FCI
Financial Counselors Inc
Kansas
$0
5
Goldman Sachs
Goldman Sachs
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
26
Quent Capital
New York
$17.4M +$11.7M +391,231 +207%
TWP
27
Total Wealth Planning
Ohio
$17.2M +$2.37M +79,145 +16%
HighTower Advisors
28
HighTower Advisors
Illinois
$16.2M +$2.43M +80,894 +18%
ACC
29
Acorn Creek Capital
Colorado
$15.7M +$682K +22,754 +5%
JC
30
Jentner Corp
Ohio
$15.4M +$3.66M +122,143 +31%
CF
31
Corrigan Financial
Rhode Island
$12.7M +$4.96M +165,241 +64%
TFG
32
Tilson Financial Group
New Jersey
$12.5M +$2.6M +86,744 +26%
LWM
33
Liberty Wealth Management
California
$11.7M -$216K -7,205 -2%
WA
34
Wealth Architects
California
$11.4M +$1.85M +61,819 +19%
SC
35
Schoolcraft Capital
Colorado
$10.6M +$1.49M +49,551 +16%
CPA
36
Cardiff Park Advisors
California
$10M +$58.1K +1,930 +0.6%
V
37
VeraBank
Texas
$10M +$871K +29,055 +10%
LFG
38
Larson Financial Group
Missouri
$9.98M -$952K -31,752 -9%
EAM
39
Evanson Asset Management
California
$9.96M +$3.86M +128,811 +63%
SHF
40
Stage Harbor Financial
Massachusetts
$9.74M +$1.42M +47,487 +17%
TFA
41
Tobias Financial Advisors
Florida
$9.6M +$1.04M +34,785 +12%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$9.54M +$2.55M +85,011 +36%
FWS
43
FinDec Wealth Services
California
$9.41M -$218K -7,285 -2%
AAS
44
Avantax Advisory Services
Texas
$8.52M +$7.27M +242,566 +586%
RA
45
RFG Advisory
Alabama
$8.43M +$110K +3,655 +1%
EWA
46
Exencial Wealth Advisors
Oklahoma
$8.26M +$3.55M +118,446 +75%
CPIG
47
Chicago Partners Investment Group
Illinois
$8.09M +$1.04M +35,632 +15%
MWA
48
Monograph Wealth Advisors
California
$7.69M +$790K +26,350 +11%
SC
49
Savant Capital
Illinois
$7.4M -$2.33M -77,542 -24%
AAM
50
Austin Asset Management
Texas
$7.26M +$213K +7,101 +3%
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