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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

290 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
3.89%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
167
Reduced
55
Closed
10
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
1
Savant Capital
Illinois
$409M
2
CCM
2
Coldstream Capital Management
Washington
$56.8M
3
EWA
3
EP Wealth Advisors
California
$242M
4
PFG
4
Premier Financial Group
California
$35.6M
5
RFP
5
Root Financial Partners
California
$30.4M

Top Sellers

1
W
1
WPWealth
Texas
$35.3M
2
LW
2
Lauer Wealth
Indiana
$0
3
RA
3
RFG Advisory
Alabama
$9.83M
4
EWA
4
EQ Wealth Advisors
Texas
$460K
5
VF
5
Vawter Financial
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APP
101
Avantax Planning Partners
Iowa
$4.15M 133,712 – –
RPA
102
Redwood Park Advisors
California
$3.84M 123,896 +8,763 +8%
PL
103
Plancorp LLC
Missouri
$3.77M 121,657 +76,126 +167%
PAS
104
Park Avenue Securities
New York
$3.76M 121,100 +121,100 New
SFC
105
Sprinkle Financial Consultants
Colorado
$3.76M 121,105 +29,937 +33%
AAP
106
Arax Advisory Partners
Colorado
$3.7M 119,307 -2,001 -2%
GAM
107
GEM Asset Management
Michigan
$3.66M 116,794 +15,786 +16%
CWP
108
Cyndeo Wealth Partners
Florida
$3.59M 115,715 +2,888 +3%
BL
109
BFSG LLC
California
$3.51M 113,077 +3,452 +3%
PS
110
Pinney & Scofield
Massachusetts
$3.39M 109,168 +8,117 +8%
FFG
111
First Financial Group
North Carolina
$3.33M 107,322 +15,898 +17%
EWA
112
Elevate Wealth Advisory
Georgia
$3.3M 106,355 -3,301 -3%
MWA
113
Mills Wealth Advisors
Texas
$3.17M 102,309 +22,008 +27%
AIS
114
American Investment Services
Massachusetts
$3.13M 101,010 -11,151 -10%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$3.13M 100,936 +73,045 +262%
GCA
116
Gradient Capital Advisors
California
$3.13M 100,792 +6,006 +6%
VPF
117
Vantage Point Financial
Illinois
$3.11M 100,250 +847 +0.9%
SWG
118
Summit Wealth Group
Vermont
$3.02M 97,288 +97,288 New
CFO
119
Collective Family Office
Pennsylvania
$2.99M 96,523 +8,656 +10%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$2.95M 95,156 +48,128 +102%
PAG
121
Private Advisor Group
New Jersey
$2.89M 93,006 +17,383 +23%
Raymond James Financial
122
Raymond James Financial
Florida
$2.83M 91,193 -2,895 -3%
SF
123
Strategent Financial
Virginia
$2.82M 90,903 +11,331 +14%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.8M 90,229 -1,428 -2%
CL
125
CLG LLC
California
$2.76M 88,832 +1,833 +2%
3 4
5
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