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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
3.91%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
168
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
Savant Capital
Illinois
+$115M
2
CCM
Coldstream Capital Management
Washington
+$56.8M
3
EWA
EP Wealth Advisors
California
+$40.8M
4
RFP
Root Financial Partners
California
+$15.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M

Top Sellers

1
W
WPWealth
Texas
-$11.3M
2
LW
Lauer Wealth
Indiana
-$7.51M
3
RA
RFG Advisory
Alabama
-$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
26
Destiny Wealth Partners
Florida
$29.4M +$134K +4,330 +0.5%
EFP
27
EnRich Financial Partners
Wisconsin
$29.1M -$842K -27,154 -3%
OIA
28
OneDigital Investment Advisors
Kansas
$28.1M -$1.02M -33,005 -4%
GOCP
29
Great Oak Capital Partners
Massachusetts
$26.7M +$1.3M +41,234 +5%
TWM
30
Tumwater Wealth Management
Idaho
$26.4M +$1.23M +39,679 +5%
Bank of America
31
Bank of America
North Carolina
$26.4M +$7.42M +239,208 +39%
TH
32
Team Hewins
California
$26M +$408K +13,145 +2%
JC
33
Jentner Corp
Ohio
$25.9M +$3.26M +105,123 +14%
BPA
34
Beacon Pointe Advisors
California
$25M +$589K +18,975 +2%
AIM
35
Acropolis Investment Management
Missouri
$23.4M +$119K +3,832 +0.5%
ACC
36
Acorn Creek Capital
Colorado
$23.3M +$4.04M +130,367 +21%
TFG
37
Tilson Financial Group
New Jersey
$22.5M -$989K -31,870 -4%
EWA
38
Exencial Wealth Advisors
Oklahoma
$20.9M +$3.2M +103,165 +18%
DPI
39
Diversified Portfolios Inc
Michigan
$20.2M +$1.19M +38,422 +6%
NA
40
NewEdge Advisors
Louisiana
$19M -$2.15M -69,180 -10%
Mariner
41
Mariner
Kansas
$18.8M +$4.34M +140,048 +30%
Betterment LLC
42
Betterment LLC
New York
$18.7M +$3.18M +102,515 +20%
SHF
43
Stage Harbor Financial
Massachusetts
$18.1M +$2.91M +93,765 +19%
WA
44
Wealth Architects
California
$17.9M -$364K -11,726 -2%
HIF
45
Hill Island Financial
Michigan
$17.6M -$161K -5,191 -0.9%
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$17.4M +$1.2M +38,539 +7%
V
47
VeraBank
Texas
$15.9M +$2.34M +75,377 +17%
LFP
48
Lakeshore Financial Planning
Michigan
$15.8M -$2.79M -89,868 -15%
TFA
49
Tobias Financial Advisors
Florida
$14.2M -$503K -16,201 -3%
EAM
50
Evanson Asset Management
California
$13.5M +$110K +3,537 +0.8%
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