DFLV icon

Dimensional US Large Cap Value ETF

301 hedge funds and large institutions have $3.42B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 186 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
126
Raymond James Financial
Florida
$3.21M
CL
127
CLG LLC
California
$3.16M
SF
128
Strategent Financial
Virginia
$3.1M
VPF
129
Vantage Point Financial
Illinois
$3.03M
EFP
130
Envision Financial Planning
Tennessee
$2.97M
GJIA
131
Glass Jacobson Investment Advisors
Maryland
$2.95M
PHWM
132
Pine Harbor Wealth Management
Maryland
$2.86M
DFC
133
DBK Financial Counsel
Ohio
$2.78M
SEIA
134
Signature Estate & Investment Advisors
California
$2.76M
IAG
135
Investmark Advisory Group
Connecticut
$2.74M
CFGF
136
Compass Financial Group (Florida)
Florida
$2.72M
MFC
137
Morris Financial Concepts
South Carolina
$2.64M
CA
138
Clune & Associates
Illinois
$2.45M
VAG
139
Vannoy Advisory Group
Texas
$2.44M
VPWA
140
Vestia Personal Wealth Advisors
Indiana
$2.44M
EB
141
Eastern Bank
Massachusetts
$2.22M
PWIA
142
Porter White Investment Advisors
Alabama
$2.18M
FNBT
143
FineMark National Bank & Trust
Florida
$2.16M
MAA
144
Mraz Amerine & Associates
California
$2.09M
EFS
145
Essex Financial Services
Connecticut
$2.04M
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$2.01M
DW30
147
Drucker Wealth 3.0
New Jersey
$1.95M
GFM
148
GEN Financial Management
Minnesota
$1.9M
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$1.88M
AWE
150
Avidian Wealth Enterprises
Texas
$1.86M