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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

213 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 124 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.08%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
25
Increased
124
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$129M
2
EWA
2
EP Wealth Advisors
California
$107M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$133M
4
Cerity Partners
4
Cerity Partners
New York
$11.9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$38.3M

Top Sellers

1
CPA
1
Cardiff Park Advisors
California
$852K
2
LWM
2
Liberty Wealth Management
California
$12.7M
3
MG
3
Mather Group
Illinois
$24.9M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$104M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$10.2M +$1.18M +38,248 +13%
FWS
52
FinDec Wealth Services
California
$9.92M +$130K +4,226 +1%
FF
53
Francis Financial
$9.69M +$3.15M +102,108 +48%
BAM
54
BOS Asset Management
Illinois
$9.61M +$896K +29,071 +10%
MWA
55
Monograph Wealth Advisors
California
$9.11M +$798K +25,890 +10%
AA
56
Advisory Alpha
Michigan
$9.06M +$308K +9,993 +4%
LFG
57
Larson Financial Group
Missouri
$8.78M -$774K -25,115 -8%
RWM
58
Ruedi Wealth Management
Illinois
$7.77M +$1.42M +46,175 +22%
LW
59
Lauer Wealth
Indiana
$7.08M +$116K +3,750 +2%
SWM
60
Sterling Wealth Management
Illinois
$7.07M +$4.51M +146,251 +176%
SWA
61
Sax Wealth Advisors
New Jersey
$6.74M +$405K +13,153 +6%
LI
62
LRI Investments
Florida
$6.31M +$378K +11,848 +6%
GAM
63
Gemmer Asset Management
California
$6.14M +$268K +8,712 +5%
WA
64
Waverly Advisors
Alabama
$5.98M +$226K +7,341 +4%
ASI
65
Advisory Services & Investments
Oregon
$5.91M +$922K +29,941 +18%
FFG
66
Fiduciary Financial Group
California
$5.55M +$746K +24,288 +16%
LFA
67
Level Financial Advisors
New York
$5.26M +$2.34M +76,073 +80%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$5.17M +$661K +21,555 +15%
MWM
69
Modera Wealth Management
New Jersey
$5.11M +$22.7K +736 +0.4%
Bank of America
70
Bank of America
North Carolina
$4.89M +$1.67M +54,253 +52%
DI
71
Disciplined Investments
Oklahoma
$4.86M +$942K +30,586 +24%
CI
72
Cordant Inc
Oregon
$4.52M +$710K +23,050 +19%
APP
73
Avantax Planning Partners
Iowa
$4.12M +$10.7K +346 +0.3%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$4.03M -$119K -3,874 -3%
SSB
75
Sandy Spring Bank
Maryland
$3.85M +$486K +15,770 +14%
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3
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