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Dimensional US Large Cap Value ETF
DFLV

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

378% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 18

50% more capital invested

Capital invested by funds: $704M → $1.06B (+$355M)

33% more funds holding

Funds holding: 121 → 161 (+40)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

3.83% more ownership

Funds ownership: 78.53% → 82.36% (+3.8%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.7M
2
SFS
Summit Financial Strategies
Ohio
+$16.4M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$10.1M
5
CPA
Cardiff Park Advisors
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$9.19M
2
FWS
FinDec Wealth Services
California
-$4.01M
3
RA
RFG Advisory
Alabama
-$3.34M
4
MFWP
Mosaic Family Wealth Partners
Missouri
-$3.19M
5
SC
Savant Capital
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$1.7M +$986K +39,169 +165%
BL
77
BFSG LLC
California
$1.63M +$1.52M +60,299 New
MCA
78
Maryland Capital Advisors
Maryland
$1.56M +$726K +28,854 +100%
SSB
79
Sandy Spring Bank
Maryland
$1.47M +$1.22M +48,478 +820%
SHFA
80
SC&H Financial Advisors
Maryland
$1.43M +$49.2K +1,955 +4%
PWIA
81
Porter White Investment Advisors
Alabama
$1.42M +$1.32M +52,605 New
CFO
82
Collective Family Office
Pennsylvania
$1.42M +$117K +4,632 +10%
CI
83
Cordant Inc
Oregon
$1.36M +$677K +26,907 +115%
CCA
84
Criterion Capital Advisors
Tennessee
$1.33M +$1.24M +49,215 New
EFS
85
Essex Financial Services
Connecticut
$1.22M -$572K -22,715 -33%
IAG
86
Investmark Advisory Group
Connecticut
$1.19M +$410K +16,282 +59%
SFC
87
Sprinkle Financial Consultants
Colorado
$1.19M +$1.1M +43,807 New
MSF
88
Mustard Seed Financial
Arkansas
$1.17M +$1.09M +43,280 New
TWA
89
TCI Wealth Advisors
Arizona
$1.14M +$512K +20,358 +94%
AAS
90
Avantax Advisory Services
Texas
$1.12M +$1.04M +41,380 New
CFGF
91
Compass Financial Group (Florida)
Florida
$1.03M +$144K +5,713 +18%
MWA
92
Mills Wealth Advisors
Texas
$975K +$188K +7,472 +26%
GCA
93
Gradient Capital Advisors
California
$975K +$470K +18,662 +107%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$967K +$210K +8,359 +31%
ZF
95
Zhang Financial
Michigan
$818K +$761K +30,244 New
SWM
96
Sterling Wealth Management
Illinois
$803K +$747K +29,671 New
LFA
97
Level Financial Advisors
New York
$779K +$375K +14,903 +107%
GAM
98
GEM Asset Management
Michigan
$777K +$19.8K +785 +3%
MAA
99
Mraz Amerine & Associates
California
$763K +$710K +28,201 New
Betterment LLC
100
Betterment LLC
New York
$743K +$431K +17,120 +166%
2 3
4
5 6

DFLV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2023, worth a combined $1.06B — up 50% from $704M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFLV positions and 5 closed out — a net gain of 42 holders — while 86 added to existing stakes and 18 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $19.7M. The largest seller was Strategic Investment Solutions, cutting an estimated $9.19M.

  • 161 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $1.06B of Dimensional US Large Cap Value ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 47 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2023 and 5 closed out, a net change of +42 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $19.7M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $9.19M sold.

Based on aggregated 13F filings for Q4 2023.