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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

213 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 124 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.08%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
25
Increased
124
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$129M
2
EWA
2
EP Wealth Advisors
California
$107M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$133M
4
Cerity Partners
4
Cerity Partners
New York
$11.9M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$38.3M

Top Sellers

1
CPA
1
Cardiff Park Advisors
California
$852K
2
LWM
2
Liberty Wealth Management
California
$12.7M
3
MG
3
Mather Group
Illinois
$24.9M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$104M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
76
Mustard Seed Financial
Arkansas
$3.82M +$848K +27,530 +29%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$3.68M +$3.68M +119,349 New
VF
78
Vawter Financial
Ohio
$3.48M -$60K -1,948 -2%
AF
79
Allworth Financial
California
$3.3M -$599K -19,429 -15%
CWP
80
Cyndeo Wealth Partners
Florida
$3.15M +$3.15M +102,126 New
EWA
81
Elevate Wealth Advisory
Georgia
$3.1M -$832 -27 -0%
SIM
82
Studio Investment Management
Illinois
$3.08M +$469K +15,218 +18%
PW
83
Peninsula Wealth
California
$2.98M -$287K -9,127 -9%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$2.98M -$186K -6,029 -6%
EFP
85
Envision Financial Planning
Tennessee
$2.97M +$488K +15,846 +20%
BL
86
BFSG LLC
California
$2.91M +$682K +22,143 +31%
MCA
87
Maryland Capital Advisors
Maryland
$2.81M +$685K +22,246 +32%
BTI
88
Blue Trust Inc
Georgia
$2.77M -$238K -8,236 -8%
AIS
89
American Investment Services
Massachusetts
$2.62M +$4.93K +160 +0.2%
SIS
90
Strategic Investment Solutions
Illinois
$2.47M +$237K +7,700 +11%
MAA
91
Mraz Amerine & Associates
California
$2.36M -$58.8K -1,909 -2%
PHWM
92
Pine Harbor Wealth Management
Maryland
$2.34M -$333K -10,794 -12%
TWA
93
TCI Wealth Advisors
Arizona
$2.33M +$204K +6,630 +10%
VAG
94
Vannoy Advisory Group
Texas
$2.31M -$20.6K -670 -0.9%
IAG
95
Investmark Advisory Group
Connecticut
$2.27M +$92.6K +3,007 +4%
RGF
96
Retirement Guys Formula
Ohio
$2.25M +$86.9K +2,822 +4%
EFS
97
Essex Financial Services
Connecticut
$2.22M -$177K -5,686 -7%
AWM
98
Avior Wealth Management
Nebraska
$2.21M +$1.83M +59,472 +490%
SFC
99
Sprinkle Financial Consultants
Colorado
$2.19M +$109K +3,540 +5%
CFO
100
Collective Family Office
Pennsylvania
$2.19M +$411K +13,337 +23%
2 3
4
5 6