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Dimensional US Large Cap Value ETF
DFLV

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

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

378% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 18

50% more capital invested

Capital invested by funds: $704M → $1.06B (+$355M)

33% more funds holding

Funds holding: 121 → 161 (+40)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

3.83% more ownership

Funds ownership: 78.53% → 82.36% (+3.8%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.35%
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

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.7M
2
SFS
Summit Financial Strategies
Ohio
+$16.4M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$10.1M
5
CPA
Cardiff Park Advisors
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$9.19M
2
FWS
FinDec Wealth Services
California
-$4.01M
3
RA
RFG Advisory
Alabama
-$3.34M
4
MFWP
Mosaic Family Wealth Partners
Missouri
-$3.19M
5
SC
Savant Capital
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gemmer Asset Management
California
$4.23M +$234K +9,314 +6%
FF
52
Francis Financial
$4.08M +$622K +24,707 +20%
Jane Street
53
Jane Street
New York
$3.76M +$3.5M +139,088 New
MHS
54
M Holdings Securities
Oregon
$3.61M -$114K -4,526 -3%
SWA
55
Sax Wealth Advisors
New Jersey
$3.58M +$1.65M +65,559 +98%
ASI
56
Advisory Services & Investments
Oregon
$3.39M +$608K +24,151 +24%
DPI
57
Diversified Portfolios Inc
Michigan
$3.3M +$542K +21,551 +21%
MWM
58
Modera Wealth Management
New Jersey
$3.1M +$2.06M +81,902 +250%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$3.05M +$1.16M +46,123 +69%
RGF
60
Retirement Guys Formula
Ohio
$3.03M +$719K +28,570 +34%
RWM
61
Ruedi Wealth Management
Illinois
$3.02M +$1.93M +76,675 +219%
LFGO
62
Legacy Financial Group (Oklahoma)
Oklahoma
$2.86M +$999K +39,697 +60%
PW
63
Peninsula Wealth
California
$2.8M +$108K +4,279 +4%
VF
64
Vawter Financial
Ohio
$2.8M +$1.13M +44,911 +77%
PHWM
65
Pine Harbor Wealth Management
Maryland
$2.8M +$2.6M +103,350 New
DI
66
Disciplined Investments
Oklahoma
$2.75M +$705K +28,038 +38%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$2.32M +$364K +14,449 +20%
EWA
68
Elevate Wealth Advisory
Georgia
$2.16M +$2.01M +79,869 New
VAG
69
Vannoy Advisory Group
Texas
$2.1M +$1.96M +77,731 New
AIS
70
American Investment Services
Massachusetts
$2.06M +$1.21M +48,131 +172%
SIM
71
Studio Investment Management
Illinois
$1.91M +$14.4K +574 +0.8%
BTI
72
Blue Trust Inc
Georgia
$1.88M +$706K +28,046 +59%
TFA
73
Trinity Financial Advisors
Ohio
$1.85M +$138K +5,483 +9%
Goldman Sachs
74
Goldman Sachs
New York
$1.73M +$1.61M +63,957 New
EFP
75
Envision Financial Planning
Tennessee
$1.72M +$138K +5,472 +9%
1 2
3
4 5

DFLV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2023, worth a combined $1.06B — up 50% from $704M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFLV positions and 5 closed out — a net gain of 42 holders — while 86 added to existing stakes and 18 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $19.7M. The largest seller was Strategic Investment Solutions, cutting an estimated $9.19M.

  • 161 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $1.06B of Dimensional US Large Cap Value ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 47 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2023 and 5 closed out, a net change of +42 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $19.7M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $9.19M sold.

Based on aggregated 13F filings for Q4 2023.