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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
3.91%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
168
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
Savant Capital
Illinois
+$115M
2
CCM
Coldstream Capital Management
Washington
+$56.8M
3
EWA
EP Wealth Advisors
California
+$40.8M
4
RFP
Root Financial Partners
California
+$15.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M

Top Sellers

1
W
WPWealth
Texas
-$11.3M
2
LW
Lauer Wealth
Indiana
-$7.51M
3
RA
RFG Advisory
Alabama
-$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$13.4M +$1.12M +36,147 +9%
CPIG
52
Chicago Partners Investment Group
Illinois
$12.7M +$50K +1,565 +0.4%
AAM
53
Austin Asset Management
Texas
$12.5M +$1.8M +58,059 +17%
LWM
54
Liberty Wealth Management
California
$12.3M -$233K -7,506 -2%
SC
55
Schoolcraft Capital
Colorado
$12.1M -$2.34M -75,308 -16%
KFG
56
Kelly Financial Group
Connecticut
$12M +$1.14M +36,727 +10%
FWS
57
FinDec Wealth Services
California
$11.6M -$531K -17,128 -4%
AA
58
Advisory Alpha
Michigan
$11.1M +$569K +18,353 +5%
FF
59
Francis Financial
$10.9M -$1.95M -62,772 -15%
BAM
60
BOS Asset Management
Illinois
$10.9M +$328K +10,584 +3%
RA
61
RFG Advisory
Alabama
$9.83M -$4.61M -148,675 -32%
DI
62
Disciplined Investments
Oklahoma
$9.75M +$1.9M +61,126 +24%
MWG
63
Martin Worley Group
Utah
$9.59M +$1.33M +42,887 +16%
BH
64
Burk Holdings
Oklahoma
$9.57M +$1.43M +45,943 +18%
MWA
65
Monograph Wealth Advisors
California
$9.04M – – –
SWM
66
Sterling Wealth Management
Illinois
$8.93M +$8.93M +287,887 New
AF
67
Allworth Financial
California
$8.69M +$383K +12,338 +5%
LW
68
Linscomb Wealth
Texas
$8.62M +$741K +23,891 +9%
MCA
69
Maryland Capital Advisors
Maryland
$8.19M +$1.68M +54,009 +26%
SWA
70
Sax Wealth Advisors
New Jersey
$7.97M +$1.11M +35,697 +16%
PFA
71
Pillar Financial Advisors
Kentucky
$7.95M +$442K +14,252 +6%
EA
72
Eclectic Associates
California
$7.7M +$3.32M +106,879 +76%
GAM
73
Gemmer Asset Management
California
$7.54M +$212K +6,845 +3%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$7.22M +$2.73M +87,945 +61%
LFGO
75
Legacy Financial Group (Oklahoma)
Oklahoma
$7.1M +$797K +25,702 +13%
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