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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

290 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, 167 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.89%
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
167
Reduced
55
Closed
10
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
1
Savant Capital
Illinois
$409M
2
CCM
2
Coldstream Capital Management
Washington
$56.8M
3
EWA
3
EP Wealth Advisors
California
$242M
4
PFG
4
Premier Financial Group
California
$35.6M
5
RFP
5
Root Financial Partners
California
$30.4M

Top Sellers

1
W
1
WPWealth
Texas
$35.3M
2
LW
2
Lauer Wealth
Indiana
$0
3
RA
3
RFG Advisory
Alabama
$9.83M
4
EWA
4
EQ Wealth Advisors
Texas
$460K
5
VF
5
Vawter Financial
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$13.4M 432,023 +36,147 +9%
CPIG
52
Chicago Partners Investment Group
Illinois
$12.7M 396,169 +1,565 +0.4%
AAM
53
Austin Asset Management
Texas
$12.5M 403,310 +58,059 +17%
LWM
54
Liberty Wealth Management
California
$12.3M 397,919 -7,506 -2%
SC
55
Schoolcraft Capital
Colorado
$12.1M 389,986 -75,308 -16%
KFG
56
Kelly Financial Group
Connecticut
$12M 387,042 +36,727 +10%
FWS
57
FinDec Wealth Services
California
$11.6M 373,645 -17,128 -4%
AA
58
Advisory Alpha
Michigan
$11.1M 356,569 +18,353 +5%
FF
59
Francis Financial
$10.9M 351,879 -62,772 -15%
BAM
60
BOS Asset Management
Illinois
$10.9M 351,753 +10,584 +3%
RA
61
RFG Advisory
Alabama
$9.83M 316,789 -148,675 -32%
DI
62
Disciplined Investments
Oklahoma
$9.75M 314,162 +61,126 +24%
MWG
63
Martin Worley Group
Utah
$9.59M 309,250 +42,887 +16%
BH
64
Burk Holdings
Oklahoma
$9.57M 308,361 +45,943 +18%
MWA
65
Monograph Wealth Advisors
California
$9.04M 291,473 – –
SWM
66
Sterling Wealth Management
Illinois
$8.93M 287,887 +287,887 New
AF
67
Allworth Financial
California
$8.69M 280,243 +12,338 +5%
LW
68
Linscomb Wealth
Texas
$8.62M 277,873 +23,891 +9%
MCA
69
Maryland Capital Advisors
Maryland
$8.19M 263,953 +54,009 +26%
SWA
70
Sax Wealth Advisors
New Jersey
$7.97M 256,989 +35,697 +16%
PFA
71
Pillar Financial Advisors
Kentucky
$7.95M 256,140 +14,252 +6%
EA
72
Eclectic Associates
California
$7.7M 248,324 +106,879 +76%
GAM
73
Gemmer Asset Management
California
$7.54M 243,224 +6,845 +3%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$7.22M 232,725 +87,945 +61%
LFGO
75
Legacy Financial Group (Oklahoma)
Oklahoma
$7.1M 228,760 +25,702 +13%
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