Dimensional US Large Cap Value ETF
DFLV
81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 3
600% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 4
113% more funds holding
Funds holding: 38 → 81 (+43)
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
42% more capital invested
Capital invested by funds: $249M → $352M (+$103M)
74.62% less ownership
Funds ownership: 154.19% → 79.57% (-75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWP
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
+$49M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$22.8M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$19M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$15.5M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$8.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$92.9M |
| 2 |
Jane Street
New York
|
-$8.04M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.91M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$986K |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$811K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Advisornet Financial
Minnetonka,
Minnesota
| $19.7K | +$20.1K | +800 | New |
|
77
JP Morgan Chase
New York
| $3K | +$3.07K | +122 | New |
|
|
GTAM
78
Global Trust Asset Management
West Palm Beach,
Florida
| $2.46K | +$2.51K | +100 | New |
|
|
LG
79
LAM Group
Lake Oswego,
Oregon
| $983 | +$503 | +20 | +100% |
|
|
RWM
80
Ruedi Wealth Management
Champaign,
Illinois
| $811 | – | – | – |
|
81
Commonwealth Equity Services
Waltham,
Massachusetts
| $303 | +$310K | +12,342 | New |
|
|
82
Dimensional Fund Advisors
Austin,
Texas
| – | -$4.91M | -200,000 | Closed |
|
|
VCM
83
Vivaldi Capital Management
Chicago,
Illinois
| – | -$811K | -32,305 | Closed |
|
|
FTUS
84
Flow Traders U.S.
New York
| – | -$549K | -22,383 | Closed |
|
DFLV Hedge Fund Activity: Q1 2023 in Review
81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2023, worth a combined $352M — up 42% from $249M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new DFLV positions and 3 closed out — a net gain of 45 holders — while 28 added to existing stakes and 4 trimmed.
The largest buyer was Mosaic Family Wealth Partners, opening a new position worth an estimated $49M. The largest seller was Pathstone Family Office, cutting an estimated $92.9M.
- 81 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $352M of Dimensional US Large Cap Value ETF stock for Q1 2023, up 42% quarter-over-quarter.
- 48 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +45 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q1 2023 was Mosaic Family Wealth Partners, an estimated $49M added.
- The largest Dimensional US Large Cap Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $92.9M sold.
Based on aggregated 13F filings for Q1 2023.