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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$205M
2
EWA
2
EP Wealth Advisors
California
$152M
3
HIF
3
Hill Island Financial
Michigan
$15.5M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$143M
5
AAS
5
Avantax Advisory Services
Texas
$39.7M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$77.7M
2
NA
2
NewEdge Advisors
Louisiana
$25.7M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.2M
4
FWS
4
FinDec Wealth Services
California
$8.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
Elevate Wealth Advisory
Georgia
$3.12M +$174K +5,947 +6%
LW
102
Linscomb Wealth
Texas
$3.06M +$1.68M +55,966 +122%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.89M +$972K +32,375 +51%
EFP
104
Envision Financial Planning
Tennessee
$2.89M -$7.09K -236 -0.2%
PW
105
Peninsula Wealth
California
$2.86M +$11.2K +372 +0.4%
BL
106
BFSG LLC
California
$2.86M +$19.2K +639 +0.7%
EFS
107
Essex Financial Services
Connecticut
$2.82M +$680K +22,659 +32%
AIS
108
American Investment Services
Massachusetts
$2.76M +$209K +6,976 +8%
GJIA
109
Glass Jacobson Investment Advisors
Maryland
$2.75M -$149K -4,962 -5%
VPF
110
Vantage Point Financial
Illinois
$2.75M +$2.75M +91,654 New
GAM
111
GEM Asset Management
Michigan
$2.74M +$657K +21,884 +32%
TWA
112
TCI Wealth Advisors
Arizona
$2.61M +$336K +11,191 +15%
FFG
113
First Financial Group
North Carolina
$2.57M +$2.57M +85,622 New
CL
114
CLG LLC
California
$2.52M +$2.52M +83,773 New
FVIM
115
Fort Vancouver Investment Management
Washington
$2.4M +$1.54M +51,319 +179%
PS
116
Pinney & Scofield
Massachusetts
$2.4M +$2.4M +79,971 New
GCA
117
Gradient Capital Advisors
California
$2.38M +$407K +13,542 +21%
PIA
118
Panoramic Investment Advisors
Colorado
$2.38M +$443K +14,742 +23%
EA
119
Eclectic Associates
California
$2.33M +$1.42M +47,179 +155%
IAG
120
Investmark Advisory Group
Connecticut
$2.33M +$112K +3,727 +5%
CFO
121
Collective Family Office
Pennsylvania
$2.28M +$153K +5,087 +7%
MAA
122
Mraz Amerine & Associates
California
$2.24M -$57.5K -1,915 -3%
PHWM
123
Pine Harbor Wealth Management
Maryland
$2.22M -$61K -2,031 -3%
VAG
124
Vannoy Advisory Group
Texas
$2.2M -$56K -1,866 -2%
MWA
125
Mills Wealth Advisors
Texas
$2.17M +$125K +4,158 +6%
3 4
5
6 7