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Dimensional US Large Cap Value ETF
DFLV

200 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

335% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 26

21% more capital invested

Capital invested by funds: $1.37B → $1.65B (+$286M)

14% more funds holding

Funds holding: 175 → 200 (+25)

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

1.9% more ownership

Funds ownership: 79.41% → 81.31% (+1.9%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
35
Increased
113
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
+$95.3M
2
DWP
Destiny Wealth Partners
Florida
+$24.6M
3
SC
Savant Capital
Illinois
+$19.6M
4
AAS
Avantax Advisory Services
Texas
+$14.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$2.66M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$2.03M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$849K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$688K
5
Goldman Sachs
Goldman Sachs
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
101
Criterion Capital Advisors
Tennessee
$1.86M +$233K +8,023 +14%
Jane Street
102
Jane Street
New York
$1.77M +$1.78M +61,272 New
CFO
103
Collective Family Office
Pennsylvania
$1.67M +$169K +5,820 +11%
AWE
104
Avidian Wealth Enterprises
Texas
$1.63M +$1.64M +56,423 New
MWA
105
Mills Wealth Advisors
Texas
$1.61M +$106K +3,637 +7%
Creative Planning
106
Creative Planning
Kansas
$1.58M +$1.07M +36,739 +206%
SHFA
107
SC&H Financial Advisors
Maryland
$1.54M +$2.56K +88 +0.2%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.52M +$229K +7,876 +18%
GAM
109
GEM Asset Management
Michigan
$1.37M +$404K +13,885 +41%
MFC
110
Morris Financial Concepts
South Carolina
$1.36M +$584K +20,095 +75%
DFC
111
DBK Financial Counsel
Ohio
$1.35M +$75.5K +2,594 +6%
CFGF
112
Compass Financial Group (Florida)
Florida
$1.32M +$85.4K +2,937 +7%
GCA
113
Gradient Capital Advisors
California
$1.29M +$90.6K +3,116 +8%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.28M +$998K +34,306 +348%
EB
115
Emprise Bank
Kansas
$1.25M -$20.9K -720 -2%
SWM
116
Sanctuary Wealth Management
Idaho
$1.21M +$419K +14,391 +52%
PAG
117
Private Advisor Group
New Jersey
$1.19M +$210K +7,211 +21%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$1.17M +$1.17M +40,307 New
FPAS
119
Focus Partners Advisor Solutions
Missouri
$1.14M -$849K -29,177 -42%
EH
120
Equitable Holdings
New York
$1.04M +$290K +9,967 +38%
FFA
121
Farther Finance Advisors
California
$1.02M +$271K +9,308 +35%
ZF
122
Zhang Financial
Michigan
$904K +$29 +1 +0%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$870K -$63.2K -2,174 -7%
Mariner
124
Mariner
Kansas
$817K +$72K +2,477 +10%
BIG
125
Builder Investment Group
Georgia
$802K +$18.8K +648 +2%
3 4
5
6 7

DFLV Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2024, worth a combined $1.65B — up 21% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFLV positions and 8 closed out — a net gain of 27 holders — while 113 added to existing stakes and 26 trimmed.

The largest buyer was Foster Group, adding an estimated $95.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $2.66M.

  • 200 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $1.65B of Dimensional US Large Cap Value ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 35 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2024 and 8 closed out, a net change of +27 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q2 2024 was Foster Group, an estimated $95.3M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q2 2024 was OneDigital Investment Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2024.