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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$205M
2
EWA
2
EP Wealth Advisors
California
$152M
3
HIF
3
Hill Island Financial
Michigan
$15.5M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$143M
5
AAS
5
Avantax Advisory Services
Texas
$39.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$77.7M
2
NA
2
NewEdge Advisors
Louisiana
$25.7M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.2M
4
FWS
4
FinDec Wealth Services
California
$8.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$11.6M +$676K +22,317 +6%
FF
52
Francis Financial
$11.2M +$1.77M +58,777 +19%
RA
53
RFG Advisory
Alabama
$10.4M +$499K +16,610 +5%
AAM
54
Austin Asset Management
Texas
$10.3M +$247K +8,235 +2%
KFG
55
Kelly Financial Group
Connecticut
$9.66M +$9.66M +321,659 New
Bank of America
56
Bank of America
North Carolina
$9.63M +$4.86M +161,761 +102%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$9.6M +$8.51M +283,329 +783%
BAM
58
BOS Asset Management
Illinois
$9.54M +$170K +5,670 +2%
MWA
59
Monograph Wealth Advisors
California
$8.88M – – –
AA
60
Advisory Alpha
Michigan
$8.86M +$21.5K +717 +0.2%
RWM
61
Ruedi Wealth Management
Illinois
$8.81M +$1.23M +40,969 +16%
BOC
62
Blue Oak Capital
California
$8.74M +$8.74M +291,129 New
FWS
63
FinDec Wealth Services
California
$8.38M -$1.28M -42,764 -13%
AC
64
Apella Capital
Connecticut
$8.06M +$7.33M +243,997 +1,001%
SWM
65
Sterling Wealth Management
Illinois
$7.75M +$859K +28,599 +12%
BH
66
Burk Holdings
Oklahoma
$7.57M +$7.57M +252,243 New
LFG
67
Larson Financial Group
Missouri
$7.53M -$1.03M -34,432 -12%
GAM
68
Gemmer Asset Management
California
$7.02M +$1.03M +34,457 +17%
LW
69
Lauer Wealth
Indiana
$6.86M +$15K +500 +0.2%
MWG
70
Martin Worley Group
Utah
$6.79M +$6.79M +225,972 New
AF
71
Allworth Financial
California
$6.78M +$3.42M +108,994 +102%
PFA
72
Pillar Financial Advisors
Kentucky
$6.71M +$6.71M +223,544 New
LI
73
LRI Investments
Florida
$6.34M +$401K +13,360 +7%
SWA
74
Sax Wealth Advisors
New Jersey
$6.22M -$348K -11,604 -5%
DAS
75
Dynamic Advisor Solutions
Arizona
$5.97M +$5.97M +198,864 New
1 2
3
4 5