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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$205M
2
EWA
2
EP Wealth Advisors
California
$152M
3
HIF
3
Hill Island Financial
Michigan
$15.5M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$143M
5
AAS
5
Avantax Advisory Services
Texas
$39.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$77.7M
2
NA
2
NewEdge Advisors
Louisiana
$25.7M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.2M
4
FWS
4
FinDec Wealth Services
California
$8.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
Mather Group
Illinois
$24.5M +$241K +8,023 +1%
GOCP
27
Great Oak Capital Partners
Massachusetts
$24.3M +$333K +11,019 +1%
TH
28
Team Hewins
California
$24.1M +$1.46M +48,686 +6%
TWM
29
Tumwater Wealth Management
Idaho
$24M +$24M +798,335 New
BPA
30
Beacon Pointe Advisors
California
$22.4M +$613K +20,428 +3%
JC
31
Jentner Corp
Ohio
$22M +$2.46M +81,888 +13%
AIM
32
Acropolis Investment Management
Missouri
$21.8M +$1.09M +36,279 +5%
AAP
33
Arax Advisory Partners
Colorado
$19.3M +$331K +11,028 +2%
CF
34
Corrigan Financial
Rhode Island
$18.7M +$2.85M +94,826 +18%
TFG
35
Tilson Financial Group
New Jersey
$18.6M +$1.16M +38,637 +7%
ACC
36
Acorn Creek Capital
Colorado
$18.2M +$695K +23,147 +4%
LFP
37
Lakeshore Financial Planning
Michigan
$17.6M +$34.7K +1,157 +0.2%
WA
38
Wealth Architects
California
$17.5M +$2.69M +89,628 +18%
Cerity Partners
39
Cerity Partners
New York
$17.2M +$5.63M +187,520 +49%
DPI
40
Diversified Portfolios Inc
Michigan
$16.3M +$2.51M +83,703 +18%
HIF
41
Hill Island Financial
Michigan
$15.5M +$15.5M +516,274 New
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$14.7M +$1.17M +38,860 +9%
EWA
43
Exencial Wealth Advisors
Oklahoma
$14.5M +$1.79M +59,685 +14%
SC
44
Schoolcraft Capital
Colorado
$13.4M +$225K +7,506 +2%
Betterment LLC
45
Betterment LLC
New York
$13.2M +$2.25M +74,835 +21%
TFA
46
Tobias Financial Advisors
Florida
$13.1M +$1.02M +33,934 +8%
SHF
47
Stage Harbor Financial
Massachusetts
$13.1M +$1.42M +47,242 +12%
EAM
48
Evanson Asset Management
California
$12.4M +$2.05M +68,144 +20%
LWM
49
Liberty Wealth Management
California
$12.4M -$33.8K -1,125 -0.3%
V
50
VeraBank
Texas
$12.2M +$1.63M +54,328 +15%
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