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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

121 hedge funds and large institutions have $704M invested in Dimensional US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
23
Increased
78
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CHP
1
Cable Hill Partners
Oregon
$30.4M
2
LPL Financial
2
LPL Financial
California
$17.7M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$69.8M
4
AAP
4
Arax Advisory Partners
Colorado
$14.7M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$70.5M
2
MA
2
Mutual Advisors
Nebraska
$1.41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6K
4
Wells Fargo
4
Wells Fargo
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
101
Willow Creek Wealth Management
California
$230K -$7.72K -311 -3%
Bank of America
102
Bank of America
North Carolina
$218K -$49K -1,975 -18%
SCM
103
SOL Capital Management
Maryland
$209K +$209K +8,425 New
Citadel Advisors
104
Citadel Advisors
Florida
$209K +$209K +8,405 New
TWP
105
Tempus Wealth Planning
California
$205K +$1.32K +53 +0.6%
EH
106
Equitable Holdings
New York
$202K +$202K +8,148 New
MFA
107
McClarren Financial Advisors
Pennsylvania
$171K +$594 +24 +0.3%
SPIA
108
Steward Partners Investment Advisory
New York
$160K +$160K +6,450 New
SSB
109
Sandy Spring Bank
Maryland
$147K +$141K +5,673 +2,344%
AA
110
Ancora Advisors
Ohio
$45.9K – – –
CTWM
111
Cherry Tree Wealth Management
Minnesota
$31.5K – – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$27.5K – – –
GTAM
113
Global Trust Asset Management
Florida
$24.9K +$22.3K +897 +854%
IA
114
IFP Advisors
Florida
$24.8K -$3.13K -126 -11%
AF
115
Advisornet Financial
Minnesota
$19.8K – – –
AWM
116
Avondale Wealth Management
Texas
$18K +$18K +725 New
CSB
117
City State Bank
Iowa
$14K +$14K +560 New
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$9.92K +$9.92K +400 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$6K -$1.29M -55,939 -100%
LG
120
LAM Group
Oregon
$1.12K – – –
V
121
Veritable
Delaware
– -$1.41M -55,565 Closed
Wells Fargo
122
Wells Fargo
California
– -$275K -10,840 Closed
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