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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
3.92%
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
$409M
2
CCM
Coldstream Capital Management
Washington
$56.8M
3
EWA
EP Wealth Advisors
California
$242M
4
RFP
Root Financial Partners
California
$30.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$60.7M

Top Sellers

1
W
WPWealth
Texas
$35.3M
2
LW
Lauer Wealth
Indiana
$0
3
RA
RFG Advisory
Alabama
$9.83M
4
EWA
EQ Wealth Advisors
Texas
$460K
5
VF
Vawter Financial
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
76
Ruedi Wealth Management
Illinois
$7.02M -$2.9M -93,516 -29%
FFG
77
Fiduciary Financial Group
California
$6.91M +$276K +8,783 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$6.81M +$297K +9,589 +5%
LFA
79
Level Financial Advisors
New York
$6.76M +$60.4K +1,946 +0.9%
BOC
80
Blue Oak Capital
California
$6.62M -$1.77M -56,948 -21%
LFG
81
Larson Financial Group
Missouri
$6.6M -$692K -22,296 -9%
GBFP
82
Golden Bell Financial Planning
Georgia
$6.42M +$623K +20,091 +11%
FVIM
83
Fort Vancouver Investment Management
Washington
$6.41M +$1.34M +43,319 +27%
MWM
84
Momentous Wealth Management
Washington
$6.32M +$375K +12,092 +6%
LI
85
LRI Investments
Florida
$6.13M -$72.9K -2,349 -1%
LAMC
86
Longview Asset Management (California)
California
$5.93M +$231K +7,431 +4%
WA
87
Waverly Advisors
Alabama
$5.87M -$247K -7,967 -4%
TWA
88
TCI Wealth Advisors
Arizona
$5.83M +$2.31M +74,310 +65%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$5.64M +$898K +28,947 +19%
MWM
90
Modera Wealth Management
New Jersey
$5.43M +$75.9K +2,448 +1%
Stifel Financial
91
Stifel Financial
Missouri
$5.33M +$1.97M +63,601 +59%
MSF
92
Mustard Seed Financial
Arkansas
$5.25M +$541K +17,454 +12%
AUB
93
Atlantic Union Bankshares
Virginia
$5.06M +$4.73M +152,583 +1,451%
MFG
94
Merit Financial Group
Georgia
$5.05M -$790K -25,457 -14%
CI
95
Cordant Inc
Oregon
$4.99M +$257K +8,283 +5%
SPA
96
Sentinel Pension Advisors
Massachusetts
$4.95M +$4.95M +159,445 New
Osaic Holdings
97
Osaic Holdings
Arizona
$4.92M +$356K +11,608 +8%
BTI
98
Blue Trust Inc
Georgia
$4.87M +$95.3K +3,073 +2%
VW
99
Vance Wealth
California
$4.82M +$3.15M +101,410 +188%
SIM
100
Studio Investment Management
Illinois
$4.52M +$149K +4,798 +3%
2 3
4
5 6