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Dimensional US Large Cap Value ETF
DFLV

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

378% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 18

50% more capital invested

Capital invested by funds: $704M → $1.06B (+$355M)

33% more funds holding

Funds holding: 121 → 161 (+40)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

3.83% more ownership

Funds ownership: 78.53% → 82.36% (+3.8%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.7M
2
SFS
Summit Financial Strategies
Ohio
+$16.4M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$10.1M
5
CPA
Cardiff Park Advisors
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$9.19M
2
FWS
FinDec Wealth Services
California
-$4.01M
3
RA
RFG Advisory
Alabama
-$3.34M
4
MFWP
Mosaic Family Wealth Partners
Missouri
-$3.19M
5
SC
Savant Capital
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
126
Americana Partners
Texas
$287K – – –
KAS
127
Kestra Advisory Services
Texas
$280K +$1.58K +63 +0.6%
TIM
128
Tortoise Investment Management
New York
$272K – – –
HKIMG
129
Hutchens & Kramer Investment Management Group
Indiana
$263K -$134K -5,308 -35%
Bank of America
130
Bank of America
North Carolina
$253K +$15K +595 +7%
WF
131
Warner Financial
Maryland
$253K +$235K +9,350 New
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$244K +$227K +9,011 New
BCM
133
BluePointe Capital Management
California
$240K +$224K +8,890 New
SCM
134
SOL Capital Management
Maryland
$228K – – –
TWP
135
Tempus Wealth Planning
California
$215K -$8.48K -337 -4%
FWM
136
Fonville Wealth Management
Virginia
$202K +$187K +7,450 New
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$201K +$187K +7,420 New
SPIA
138
Steward Partners Investment Advisory
New York
$167K -$6.92K -275 -4%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$162K +$141K +5,600 +1,400%
FC
140
Family CFO
California
$120K +$111K +4,418 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$79K +$66.4K +2,639 +1,015%
AWM
142
Avondale Wealth Management
Texas
$75.6K +$52.1K +2,069 +285%
EWA
143
EverSource Wealth Advisors
Alabama
$68.8K +$64K +2,545 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$67.1K +$62.4K +2,480 New
Morgan Stanley
145
Morgan Stanley
New York
$51.9K +$48.3K +1,920 New
AA
146
Ancora Advisors
Ohio
$50K – – –
IA
147
IFP Advisors
Florida
$40.6K +$12.6K +500 +50%
ADL
148
Asset Dedication LLC
California
$39K +$36.6K +1,456 New
CTWM
149
Cherry Tree Wealth Management
Minnesota
$34.3K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$30K – – –
3 4 5
6
7

DFLV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2023, worth a combined $1.06B — up 50% from $704M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFLV positions and 5 closed out — a net gain of 42 holders — while 86 added to existing stakes and 18 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $19.7M. The largest seller was Strategic Investment Solutions, cutting an estimated $9.19M.

  • 161 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $1.06B of Dimensional US Large Cap Value ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 47 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2023 and 5 closed out, a net change of +42 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $19.7M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $9.19M sold.

Based on aggregated 13F filings for Q4 2023.