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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

213 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 124 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.08%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
25
Increased
124
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$129M
2
EWA
2
EP Wealth Advisors
California
$107M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$133M
4
Cerity Partners
4
Cerity Partners
New York
$11.9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$38.3M

Top Sellers

1
CPA
1
Cardiff Park Advisors
California
$852K
2
LWM
2
Liberty Wealth Management
California
$12.7M
3
MG
3
Mather Group
Illinois
$24.9M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$104M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
26
Team Hewins
California
$23.2M +$715K +23,216 +3%
TWP
27
Total Wealth Planning
Ohio
$22.7M +$1.84M +59,620 +9%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$22.4M +$2.76M +89,698 +14%
BPA
29
Beacon Pointe Advisors
California
$22.4M +$381K +12,355 +2%
AIM
30
Acropolis Investment Management
Missouri
$21.2M +$59.4K +1,929 +0.3%
JC
31
Jentner Corp
Ohio
$20.1M +$1.1M +35,843 +6%
AAP
32
Arax Advisory Partners
Colorado
$19.5M -$207K -6,706 -1%
LFP
33
Lakeshore Financial Planning
Michigan
$18M -$262K -8,510 -1%
ACC
34
Acorn Creek Capital
Colorado
$17.9M +$1.25M +40,568 +7%
TFG
35
Tilson Financial Group
New Jersey
$17.8M +$4.17M +135,245 +30%
CF
36
Corrigan Financial
Rhode Island
$16.2M +$3.24M +105,216 +25%
WA
37
Wealth Architects
California
$15.2M +$2.2M +71,446 +17%
DPI
38
Diversified Portfolios Inc
Michigan
$14.1M +$2.68M +87,028 +23%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$13.9M +$2.1M +68,109 +18%
SC
40
Schoolcraft Capital
Colorado
$13.5M -$51.4K -1,668 -0.4%
EWA
41
Exencial Wealth Advisors
Oklahoma
$13M +$2.81M +91,156 +27%
LWM
42
Liberty Wealth Management
California
$12.7M -$8.75M -283,874 -41%
TFA
43
Tobias Financial Advisors
Florida
$12.4M -$8.41K -273 -0.1%
SHF
44
Stage Harbor Financial
Massachusetts
$12.1M +$1.04M +33,192 +9%
Cerity Partners
45
Cerity Partners
New York
$11.9M +$6.74M +218,844 +132%
CPIG
46
Chicago Partners Investment Group
Illinois
$11.2M +$1.63M +52,422 +17%
Betterment LLC
47
Betterment LLC
New York
$11.2M +$3.62M +117,490 +48%
V
48
VeraBank
Texas
$10.9M +$307K +9,976 +3%
EAM
49
Evanson Asset Management
California
$10.6M -$484K -15,725 -4%
AAM
50
Austin Asset Management
Texas
$10.3M +$466K +15,132 +5%
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