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Dimensional US Large Cap Value ETF
DFLV

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161 → 175 (+14)

2.95% less ownership

Funds ownership: 82.36% → 79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
+$24.4M
2
NA
NewEdge Advisors
Louisiana
+$22.4M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$11.4M
4
QC
Quent Capital
New York
+$10.9M
5
OIA
OneDigital Investment Advisors
Kansas
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.76M
2
MHS
M Holdings Securities
Oregon
-$3.61M
3
SC
Savant Capital
Illinois
-$2.16M
4
FCI
Financial Counselors Inc
Kansas
-$1.7M
5
Goldman Sachs
Goldman Sachs
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
126
Willow Creek Wealth Management
California
$411K +$30.7K +1,101 +9%
KAM
127
KEB Asset Management
Illinois
$399K – – –
SFC
128
SYM Financial Corp
Indiana
$392K – – –
HH
129
Hilltop Holdings
Texas
$385K +$358K +12,832 New
WF
130
Warner Financial
Maryland
$371K +$84.5K +3,031 +32%
ADL
131
Asset Dedication LLC
California
$368K +$301K +10,808 +742%
SM
132
Sensible Money
Arizona
$368K +$342K +12,264 New
RFP
133
RCS Financial Planning
Maryland
$366K -$10.8K -388 -3%
PIAS
134
PCA Investment Advisory Services
Ohio
$354K +$330K +11,815 New
FG
135
Foster Group
Iowa
$324K +$301K +10,791 New
AP
136
Americana Partners
Texas
$319K – – –
TIM
137
Tortoise Investment Management
New York
$301K – – –
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$296K -$469K -16,829 -63%
HKIMG
139
Hutchens & Kramer Investment Management Group
Indiana
$290K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$271K +$669 +24 +0.3%
KAS
141
Kestra Advisory Services
Texas
$257K -$50.3K -1,802 -17%
MRWM
142
ML&R Wealth Management
Texas
$256K +$238K +8,544 New
FC
143
Family CFO
California
$254K +$113K +4,042 +91%
SCM
144
SOL Capital Management
Maryland
$253K – – –
PWM
145
PBMares Wealth Management
Virginia
$220K +$205K +7,345 New
DWM
146
Dopkins Wealth Management
New York
$213K +$198K +7,089 New
MFA
147
McClarren Financial Advisors
Pennsylvania
$209K -$112K -4,030 -37%
SPIA
148
Steward Partners Investment Advisory
New York
$188K +$2.79K +100 +2%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$102K -$72.4K -2,594 -43%
AWM
150
Avondale Wealth Management
Texas
$83.8K – – –
4 5
6
7 8

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.