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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.54%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$26.3M
2
NA
2
NewEdge Advisors
Louisiana
$29.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$109M
4
QC
4
Quent Capital
New York
$17.4M
5
OIA
5
OneDigital Investment Advisors
Kansas
$34.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
SC
3
Savant Capital
Illinois
$7.4M
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
BOS Asset Management
Illinois
$7.17M +$7.17M +239,137 New
Betterment LLC
52
Betterment LLC
New York
$6.65M +$5.83M +194,425 +708%
DPI
53
Diversified Portfolios Inc
Michigan
$6.55M +$2.89M +96,372 +79%
LW
54
Lauer Wealth
Indiana
$6.52M – – –
SWA
55
Sax Wealth Advisors
New Jersey
$5.52M +$1.55M +51,633 +39%
FF
56
Francis Financial
$5.35M +$832K +27,736 +18%
LI
57
LRI Investments
Florida
$5.1M +$5.1M +169,978 New
GAM
58
Gemmer Asset Management
California
$4.92M +$232K +7,742 +5%
ASI
59
Advisory Services & Investments
Oregon
$4.4M +$641K +21,358 +17%
MWM
60
Modera Wealth Management
New Jersey
$4.36M +$920K +30,691 +27%
APP
61
Avantax Planning Partners
Iowa
$4M +$4M +133,307 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.89M +$506K +16,867 +15%
LFGO
63
Legacy Financial Group (Oklahoma)
Oklahoma
$3.77M +$609K +20,296 +19%
RWM
64
Ruedi Wealth Management
Illinois
$3.76M +$413K +13,762 +12%
DI
65
Disciplined Investments
Oklahoma
$3.44M +$391K +13,025 +13%
VF
66
Vawter Financial
Ohio
$3.27M +$165K +5,503 +5%
BTI
67
Blue Trust Inc
Georgia
$3.12M +$857K +28,569 +38%
BSW
68
Buckingham Strategic Wealth
Missouri
$2.91M +$2.39M +79,599 +459%
PW
69
Peninsula Wealth
California
$2.88M -$229K -7,626 -7%
EWA
70
Elevate Wealth Advisory
Georgia
$2.84M +$440K +14,679 +18%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$2.72M +$147K +4,900 +6%
PHWM
72
Pine Harbor Wealth Management
Maryland
$2.6M -$498K -16,591 -16%
CI
73
Cordant Inc
Oregon
$2.51M +$1.01M +33,590 +67%
AIS
74
American Investment Services
Massachusetts
$2.4M +$116K +3,867 +5%
MAA
75
Mraz Amerine & Associates
California
$2.35M +$1.51M +50,194 +178%
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