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Dimensional US Large Cap Value ETF
DFLV

200 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

335% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 26

21% more capital invested

Capital invested by funds: $1.37B → $1.65B (+$286M)

14% more funds holding

Funds holding: 175 → 200 (+25)

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

1.9% more ownership

Funds ownership: 79.41% → 81.31% (+1.9%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
35
Increased
113
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
+$95.3M
2
DWP
Destiny Wealth Partners
Florida
+$24.6M
3
SC
Savant Capital
Illinois
+$19.6M
4
AAS
Avantax Advisory Services
Texas
+$14.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$2.66M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$2.03M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$849K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$688K
5
Goldman Sachs
Goldman Sachs
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$3.12M – – –
BSW
77
Buckingham Strategic Wealth
Missouri
$3.09M +$292K +10,046 +10%
PW
78
Peninsula Wealth
California
$3.06M +$229K +7,867 +8%
Bank of America
79
Bank of America
North Carolina
$3.02M +$2.22M +76,366 +271%
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$2.97M +$345K +11,871 +13%
EWA
81
Elevate Wealth Advisory
Georgia
$2.91M +$179K +6,154 +7%
MSF
82
Mustard Seed Financial
Arkansas
$2.78M +$568K +19,524 +25%
LFA
83
Level Financial Advisors
New York
$2.74M +$997K +34,292 +57%
PHWM
84
Pine Harbor Wealth Management
Maryland
$2.51M +$582 +20 +0%
AIS
85
American Investment Services
Massachusetts
$2.45M +$139K +4,780 +6%
SIM
86
Studio Investment Management
Illinois
$2.45M +$207K +7,125 +9%
SWM
87
Sterling Wealth Management
Illinois
$2.4M +$955K +32,840 +65%
EFP
88
Envision Financial Planning
Tennessee
$2.33M +$150K +5,144 +7%
MAA
89
Mraz Amerine & Associates
California
$2.27M -$960 -33 -0%
EFS
90
Essex Financial Services
Connecticut
$2.24M +$1.01M +34,740 +82%
SIS
91
Strategic Investment Solutions
Illinois
$2.2M +$2.11M +72,395 New
VAG
92
Vannoy Advisory Group
Texas
$2.19M -$30.5K -1,049 -1%
BL
93
BFSG LLC
California
$2.09M +$185K +6,377 +10%
TFA
94
Trinity Financial Advisors
Ohio
$2.07M +$41K +1,408 +2%
IAG
95
Investmark Advisory Group
Connecticut
$2.04M +$123K +4,225 +6%
RGF
96
Retirement Guys Formula
Ohio
$2.03M -$141K -4,850 -6%
TWA
97
TCI Wealth Advisors
Arizona
$2M +$441K +15,147 +28%
MCA
98
Maryland Capital Advisors
Maryland
$1.99M +$134K +4,614 +7%
SFC
99
Sprinkle Financial Consultants
Colorado
$1.95M +$658K +22,621 +50%
PWIA
100
Porter White Investment Advisors
Alabama
$1.86M -$844 -29 -0%
2 3
4
5 6

DFLV Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2024, worth a combined $1.65B — up 21% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFLV positions and 8 closed out — a net gain of 27 holders — while 113 added to existing stakes and 26 trimmed.

The largest buyer was Foster Group, adding an estimated $95.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $2.66M.

  • 200 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $1.65B of Dimensional US Large Cap Value ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 35 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2024 and 8 closed out, a net change of +27 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q2 2024 was Foster Group, an estimated $95.3M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q2 2024 was OneDigital Investment Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2024.