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Dimensional US Large Cap Value ETF
DFLV

81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 3

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

113% more funds holding

Funds holding: 38 → 81 (+43)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

42% more capital invested

Capital invested by funds: $249M → $352M (+$103M)

74.62% less ownership

Funds ownership: 154.19% → 79.57% (-75%)

Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWP
Mosaic Family Wealth Partners
Missouri
+$49M
2
EWA
EP Wealth Advisors
California
+$22.8M
3
TI
Truepoint Inc
Ohio
+$19M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$15.5M
5
AIM
Acropolis Investment Management
Missouri
+$8.9M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$92.9M
2
Jane Street
Jane Street
New York
-$8.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.91M
4
Citadel Advisors
Citadel Advisors
Florida
-$986K
5
VCM
Vivaldi Capital Management
Illinois
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$489K -$986K -39,254 -66%
HighTower Advisors
52
HighTower Advisors
Illinois
$438K +$448K +17,835 New
BAM
53
Baldrige Asset Management
Pennsylvania
$355K +$317K +12,620 +686%
FFA
54
Farther Finance Advisors
California
$352K +$360K +14,325 New
AA
55
Aire Advisors
California
$338K +$346K +13,755 New
DFC
56
DBK Financial Counsel
Ohio
$336K +$344K +13,695 New
MFA
57
McClarren Financial Advisors
Pennsylvania
$333K +$342K +13,604 New
SHFA
58
SC&H Financial Advisors
Maryland
$313K +$320K +12,739 New
IWA
59
Intercontinental Wealth Advisors
Texas
$302K +$309K +12,300 New
AFS
60
Annapolis Financial Services
Maryland
$301K +$308K +12,249 New
IAG
61
Investmark Advisory Group
Connecticut
$291K +$298K +11,847 New
BSWA
62
Bromfield Sneider Wealth Advisors
Massachusetts
$269K +$275K +10,962 New
Wells Fargo
63
Wells Fargo
California
$266K +$272K +10,840 New
LFGO
64
Legacy Financial Group (Oklahoma)
Oklahoma
$260K +$266K +10,577 New
SIS
65
Strategic Investment Solutions
Illinois
$243K +$2.46K +98 +1%
WCWM
66
Willow Creek Wealth Management
California
$234K +$239K +9,511 New
PFM
67
Phillips Financial Management
Indiana
$226K +$231K +9,190 New
NFP
68
NorthLanding Financial Partners
New York
$204K +$209K +8,320 New
TIM
69
Tortoise Investment Management
New York
$197K +$201K +8,000 New
MFC
70
Morris Financial Concepts
South Carolina
$140K +$128K +5,106 +876%
LFA
71
Level Financial Advisors
New York
$52.7K +$53.9K +2,144 New
AA
72
Ancora Advisors
Ohio
$45.5K +$46.5K +1,850 New
IA
73
IFP Advisors
Florida
$29K +$4.37K +174 +17%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$27.3K +$27.9K +1,110 New
TWA
75
TCI Wealth Advisors
Arizona
$24K +$24.5K +976 New
1 2
3
4

DFLV Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2023, worth a combined $352M — up 42% from $249M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DFLV positions and 3 closed out — a net gain of 45 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was Mosaic Family Wealth Partners, opening a new position worth an estimated $49M. The largest seller was Pathstone Family Office, cutting an estimated $92.9M.

  • 81 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $352M of Dimensional US Large Cap Value ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 48 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +45 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2023 was Mosaic Family Wealth Partners, an estimated $49M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $92.9M sold.

Based on aggregated 13F filings for Q1 2023.