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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
3.91%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
168
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
Savant Capital
Illinois
+$115M
2
CCM
Coldstream Capital Management
Washington
+$56.8M
3
EWA
EP Wealth Advisors
California
+$40.8M
4
RFP
Root Financial Partners
California
+$15.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M

Top Sellers

1
W
WPWealth
Texas
-$11.3M
2
LW
Lauer Wealth
Indiana
-$7.51M
3
RA
RFG Advisory
Alabama
-$4.61M
4
EWA
EQ Wealth Advisors
Texas
-$4.14M
5
VF
Vawter Financial
Ohio
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
101
Avantax Planning Partners
Iowa
$4.15M – – –
RPA
102
Redwood Park Advisors
California
$3.84M +$272K +8,763 +8%
PL
103
Plancorp LLC
Missouri
$3.77M +$2.36M +76,126 +167%
PAS
104
Park Avenue Securities
New York
$3.76M +$3.76M +121,100 New
SFC
105
Sprinkle Financial Consultants
Colorado
$3.76M +$929K +29,937 +33%
AAP
106
Arax Advisory Partners
Colorado
$3.7M -$62.1K -2,001 -2%
GAM
107
GEM Asset Management
Michigan
$3.66M +$495K +15,786 +16%
CWP
108
Cyndeo Wealth Partners
Florida
$3.59M +$89.6K +2,888 +3%
BL
109
BFSG LLC
California
$3.51M +$107K +3,452 +3%
PS
110
Pinney & Scofield
Massachusetts
$3.39M +$252K +8,117 +8%
FFG
111
First Financial Group
North Carolina
$3.33M +$493K +15,898 +17%
EWA
112
Elevate Wealth Advisory
Georgia
$3.3M -$102K -3,301 -3%
MWA
113
Mills Wealth Advisors
Texas
$3.17M +$683K +22,008 +27%
AIS
114
American Investment Services
Massachusetts
$3.13M -$346K -11,151 -10%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$3.13M +$2.27M +73,045 +262%
GCA
116
Gradient Capital Advisors
California
$3.13M +$186K +6,006 +6%
VPF
117
Vantage Point Financial
Illinois
$3.11M +$26.3K +847 +0.9%
SWG
118
Summit Wealth Group
Vermont
$3.02M +$3.02M +97,288 New
CFO
119
Collective Family Office
Pennsylvania
$2.99M +$269K +8,656 +10%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$2.95M +$1.49M +48,128 +102%
PAG
121
Private Advisor Group
New Jersey
$2.89M +$539K +17,383 +23%
Raymond James Financial
122
Raymond James Financial
Florida
$2.83M -$89.8K -2,895 -3%
SF
123
Strategent Financial
Virginia
$2.82M +$351K +11,331 +14%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.8M -$44.3K -1,428 -2%
CL
125
CLG LLC
California
$2.76M +$56.9K +1,833 +2%
3 4
5
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