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Dimensional US Large Cap Value ETF
DFLV

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161 → 175 (+14)

2.95% less ownership

Funds ownership: 82.36% → 79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
+$24.4M
2
NA
NewEdge Advisors
Louisiana
+$22.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$11.4M
4
QC
Quent Capital
New York
+$10.9M
5
OIA
OneDigital Investment Advisors
Kansas
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.76M
2
MHS
M Holdings Securities
Oregon
-$3.61M
3
SC
Savant Capital
Illinois
-$2.16M
4
FCI
Financial Counselors Inc
Kansas
-$1.7M
5
Goldman Sachs
Goldman Sachs
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
76
Studio Investment Management
Illinois
$2.33M +$193K +6,929 +10%
VAG
77
Vannoy Advisory Group
Texas
$2.3M -$25.1K -898 -1%
MSF
78
Mustard Seed Financial
Arkansas
$2.3M +$934K +33,500 +77%
SSB
79
Sandy Spring Bank
Maryland
$2.3M +$622K +22,296 +41%
EFP
80
Envision Financial Planning
Tennessee
$2.26M +$327K +11,740 +18%
RGF
81
Retirement Guys Formula
Ohio
$2.25M -$1.03M -36,852 -33%
TFA
82
Trinity Financial Advisors
Ohio
$2.1M +$45.2K +1,622 +2%
FPAS
83
Focus Partners Advisor Solutions
Missouri
$2.06M +$1.92M +68,738 New
EIA
84
Eldridge Investment Advisors
New Hampshire
$2.03M +$1.89M +67,643 New
IAG
85
Investmark Advisory Group
Connecticut
$1.99M +$632K +22,651 +52%
BL
86
BFSG LLC
California
$1.98M +$158K +5,654 +9%
PWIA
87
Porter White Investment Advisors
Alabama
$1.93M +$326K +11,671 +22%
MCA
88
Maryland Capital Advisors
Maryland
$1.93M +$178K +6,370 +11%
LFA
89
Level Financial Advisors
New York
$1.81M +$885K +31,712 +110%
CCA
90
Criterion Capital Advisors
Tennessee
$1.68M +$194K +6,955 +14%
TWA
91
TCI Wealth Advisors
Arizona
$1.62M +$330K +11,818 +28%
SHFA
92
SC&H Financial Advisors
Maryland
$1.59M +$10K +360 +0.7%
MWA
93
Mills Wealth Advisors
Texas
$1.56M +$444K +15,931 +44%
CFO
94
Collective Family Office
Pennsylvania
$1.55M -$20.6K -739 -1%
SWM
95
Sterling Wealth Management
Illinois
$1.51M +$576K +20,631 +70%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.34M +$520K +18,641 +71%
SFC
97
Sprinkle Financial Consultants
Colorado
$1.34M +$27.7K +992 +2%
DFC
98
DBK Financial Counsel
Ohio
$1.33M +$599K +21,490 +95%
EB
99
Emprise Bank
Kansas
$1.32M +$1.23M +44,086 New
CFGF
100
Compass Financial Group (Florida)
Florida
$1.29M +$141K +5,060 +13%
2 3
4
5 6

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.