DFLV icon

Dimensional US Large Cap Value ETF

364 hedge funds and large institutions have $4.81B invested in Dimensional US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$8.04M
MSF
102
Mustard Seed Financial
Arkansas
$7.96M
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$7.89M
Osaic Holdings
104
Osaic Holdings
Arizona
$7.63M
CI
105
Cordant Inc
Oregon
$7.48M
BL
106
BFSG LLC
California
$7.22M
SFA
107
Sequoia Financial Advisors
Ohio
$7.2M
Stifel Financial
108
Stifel Financial
Missouri
$6.86M
MWM
109
Modera Wealth Management
New Jersey
$6.32M
JWM
110
Johnson Wealth Management
North Dakota
$6.24M
SIM
111
Studio Investment Management
Illinois
$6.23M
PAS
112
Park Avenue Securities
New York
$6.05M
SPA
113
Sentinel Pension Advisors
Massachusetts
$6.03M
VPWA
114
Vestia Personal Wealth Advisors
Indiana
$5.92M
LI
115
LRI Investments
Florida
$5.86M
BTI
116
Blue Trust Inc
Georgia
$5.85M
FFA
117
Farther Finance Advisors
California
$5.85M
MSWM
118
Master's Wealth Management
Pennsylvania
$5.78M
EFP
119
Elser Financial Planning
Indiana
$5.73M
LFG
120
Larson Financial Group
Missouri
$5.65M
RPA
121
Redwood Park Advisors
California
$5.52M
GAM
122
GEM Asset Management
Michigan
$5.51M
BW
123
BIP Wealth
Georgia
$5.49M
PS
124
Pinney & Scofield
Massachusetts
$5.34M
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$5.27M