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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.36%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$21.1M
2
SFS
2
Summit Financial Strategies
Ohio
$17.6M
3
EWA
3
EP Wealth Advisors
California
$52.5M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$87.1M
5
CPA
5
Cardiff Park Advisors
California
$9.57M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$575K
2
FWS
2
FinDec Wealth Services
California
$8.68M
3
RA
3
RFG Advisory
Alabama
$7.51M
4
MFWP
4
Mosaic Family Wealth Partners
Missouri
$56.4M
5
SC
5
Savant Capital
Illinois
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$4.23M +$252K +9,314 +6%
FF
52
Francis Financial
$4.08M +$668K +24,707 +20%
Jane Street
53
Jane Street
New York
$3.76M +$3.76M +139,088 New
MHS
54
M Holdings Securities
Oregon
$3.61M -$122K -4,526 -3%
SWA
55
Sax Wealth Advisors
New Jersey
$3.58M +$1.77M +65,559 +98%
ASI
56
Advisory Services & Investments
Oregon
$3.39M +$653K +24,151 +24%
DPI
57
Diversified Portfolios Inc
Michigan
$3.3M +$583K +21,551 +21%
MWM
58
Modera Wealth Management
New Jersey
$3.1M +$2.22M +81,902 +250%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$3.05M +$1.25M +46,123 +69%
RGF
60
Retirement Guys Formula
Ohio
$3.03M +$773K +28,570 +34%
RWM
61
Ruedi Wealth Management
Illinois
$3.02M +$2.07M +76,675 +219%
LFGO
62
Legacy Financial Group (Oklahoma)
Oklahoma
$2.86M +$1.07M +39,697 +60%
PW
63
Peninsula Wealth
California
$2.8M +$116K +4,279 +4%
VF
64
Vawter Financial
Ohio
$2.8M +$1.21M +44,911 +77%
PHWM
65
Pine Harbor Wealth Management
Maryland
$2.8M +$2.8M +103,350 New
DI
66
Disciplined Investments
Oklahoma
$2.75M +$758K +28,038 +38%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$2.32M +$391K +14,449 +20%
EWA
68
Elevate Wealth Advisory
Georgia
$2.16M +$2.16M +79,869 New
VAG
69
Vannoy Advisory Group
Texas
$2.1M +$2.1M +77,731 New
AIS
70
American Investment Services
Massachusetts
$2.06M +$1.3M +48,131 +172%
SIM
71
Studio Investment Management
Illinois
$1.91M +$15.5K +574 +0.8%
BTI
72
Blue Trust Inc
Georgia
$1.88M +$696K +28,046 +59%
TFA
73
Trinity Financial Advisors
Ohio
$1.85M +$148K +5,483 +9%
Goldman Sachs
74
Goldman Sachs
New York
$1.73M +$1.73M +63,957 New
EFP
75
Envision Financial Planning
Tennessee
$1.72M +$148K +5,472 +9%
1 2
3
4 5