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Dimensional US Large Cap Value ETF
DFLV

200 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

335% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 26

21% more capital invested

Capital invested by funds: $1.37B → $1.65B (+$286M)

14% more funds holding

Funds holding: 175 → 200 (+25)

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

1.9% more ownership

Funds ownership: 79.41% → 81.31% (+1.9%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
35
Increased
113
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
+$95.3M
2
DWP
Destiny Wealth Partners
Florida
+$24.6M
3
SC
Savant Capital
Illinois
+$19.6M
4
AAS
Avantax Advisory Services
Texas
+$14.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$2.66M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$2.03M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$849K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$688K
5
Goldman Sachs
Goldman Sachs
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
TH
26
Team Hewins
California
$21.1M +$221K +7,609 +1%
BPA
27
Beacon Pointe Advisors
California
$20.7M +$722K +24,832 +4%
TWP
28
Total Wealth Planning
Ohio
$20.5M +$2.95M +101,457 +18%
AIM
29
Acropolis Investment Management
Missouri
$19.9M +$2.54M +87,214 +15%
AAP
30
Arax Advisory Partners
Colorado
$18.5M -$201K -6,907 -1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$18.5M -$688K -23,670 -4%
JC
32
Jentner Corp
Ohio
$17.8M +$2.94M +101,050 +20%
LFP
33
Lakeshore Financial Planning
Michigan
$17.1M -$298K -10,247 -2%
ACC
34
Acorn Creek Capital
Colorado
$15.7M +$489K +16,817 +3%
TFG
35
Tilson Financial Group
New Jersey
$12.8M +$772K +26,557 +6%
SC
36
Schoolcraft Capital
Colorado
$12.7M +$2.53M +86,818 +25%
CF
37
Corrigan Financial
Rhode Island
$12.7M – – –
WA
38
Wealth Architects
California
$12.2M +$1.2M +41,354 +11%
TFA
39
Tobias Financial Advisors
Florida
$11.6M +$2.36M +81,277 +25%
LWM
40
Liberty Wealth Management
California
$11.5M +$8.95M +307,868 +79%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$11M +$1.86M +64,081 +20%
DPI
42
Diversified Portfolios Inc
Michigan
$10.7M +$4.43M +152,334 +70%
EAM
43
Evanson Asset Management
California
$10.4M +$827K +28,445 +9%
SHF
44
Stage Harbor Financial
Massachusetts
$10.2M +$867K +29,805 +9%
V
45
VeraBank
Texas
$9.91M +$270K +9,291 +3%
CPA
46
Cardiff Park Advisors
California
$9.6M +$23.7K +815 +0.2%
EWA
47
Exencial Wealth Advisors
Oklahoma
$9.6M +$1.64M +56,439 +20%
CPIG
48
Chicago Partners Investment Group
Illinois
$9.32M +$883K +30,341 +11%
AAM
49
Austin Asset Management
Texas
$9.2M +$2.22M +76,269 +32%
FWS
50
FinDec Wealth Services
California
$9.18M +$116K +4,005 +1%
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DFLV Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2024, worth a combined $1.65B — up 21% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFLV positions and 8 closed out — a net gain of 27 holders — while 113 added to existing stakes and 26 trimmed.

The largest buyer was Foster Group, adding an estimated $95.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $2.66M.

  • 200 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $1.65B of Dimensional US Large Cap Value ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 35 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2024 and 8 closed out, a net change of +27 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q2 2024 was Foster Group, an estimated $95.3M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q2 2024 was OneDigital Investment Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2024.