Dimensional US Large Cap Value ETF
DFLV
102 hedge funds and large institutions have $508M invested in Dimensional US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 6 closing their positions.
460% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 10
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
45% more capital invested
Capital invested by funds: $352M → $508M (+$157M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
26% more funds holding
Funds holding: 81 → 102 (+21)
3.25% less ownership
Funds ownership: 79.57% → 76.32% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$32.3M |
| 2 |
TH
Team Hewins
Redwood City,
California
|
+$15.3M |
| 3 |
RWG
Regal Wealth Group
Seal Beach,
California
|
+$15M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$7.44M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$6.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$7.63M |
| 2 |
Jane Street
New York
|
-$2.94M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$1.58M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$612K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$489K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
101
Global Trust Asset Management
West Palm Beach,
Florida
| $2.67K | +$123 | +5 | +5% |
|
|
LG
102
LAM Group
Lake Oswego,
Oregon
| $1.14K | +$123 | +5 | +13% |
|
|
103
Jane Street
New York
| – | -$2.94M | -119,463 | Closed |
|
|
104
Citadel Advisors
Miami,
Florida
| – | -$489K | -19,909 | Closed |
|
|
FFA
105
Farther Finance Advisors
San Francisco,
California
| – | -$352K | -14,325 | Closed |
|
|
NFP
106
NorthLanding Financial Partners
Rochester,
New York
| – | -$204K | -8,320 | Closed |
|
|
TWA
107
TCI Wealth Advisors
Tucson,
Arizona
| – | -$24K | -976 | Closed |
|
108
JP Morgan Chase
New York
| – | -$3K | -122 | Closed |
|
DFLV Hedge Fund Activity: Q2 2023 in Review
102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2023, worth a combined $508M — up 45% from $352M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFLV positions and 6 closed out — a net gain of 22 holders — while 56 added to existing stakes and 10 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $32.3M. The largest seller was Pathstone Family Office, cutting an estimated $7.63M.
- 102 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2023, up from 81 in Q1 2023.
- Funds reported $508M of Dimensional US Large Cap Value ETF stock for Q2 2023, up 45% quarter-over-quarter.
- 28 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2023 and 6 closed out, a net change of +22 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q2 2023 was Corient Private Wealth, an estimated $32.3M added.
- The largest Dimensional US Large Cap Value ETF seller in Q2 2023 was Pathstone Family Office, an estimated $7.63M sold.
Based on aggregated 13F filings for Q2 2023.