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Dimensional US Large Cap Value ETF
DFLV

272 hedge funds and large institutions have $2.72B invested in Dimensional US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 40 → 42 (+2)

3% more funds holding

Funds holding: 264 → 272 (+8)

1.05% less ownership

Funds ownership: 84.98% → 83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.65%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
–
Net Calls
+$196K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$77.8M
2
EWA
EP Wealth Advisors
California
+$43.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$18.4M
4
TI
Truepoint Inc
Ohio
+$15.5M
5
RFP
Root Financial Partners
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.1M
2
AAP
Arax Advisory Partners
Colorado
-$16.1M
3
DAS
Dynamic Advisor Solutions
Arizona
-$5.97M
4
NA
NewEdge Advisors
Louisiana
-$5.35M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
126
Investmark Advisory Group
Connecticut
$2.37M +$5.71K +185 +0.2%
PHWM
127
Pine Harbor Wealth Management
Maryland
$2.32M +$56.4K +1,826 +2%
PAG
128
Private Advisor Group
New Jersey
$2.31M +$280K +9,052 +14%
EFS
129
Essex Financial Services
Connecticut
$2.26M -$624K -20,194 -21%
VAG
130
Vannoy Advisory Group
Texas
$2.23M -$13K -422 -0.6%
MAA
131
Mraz Amerine & Associates
California
$2.21M -$52.9K -1,711 -2%
PWIA
132
Porter White Investment Advisors
Alabama
$2.17M +$202K +6,529 +10%
CFGF
133
Compass Financial Group (Florida)
Florida
$2.16M +$295K +9,566 +16%
BW
134
BIP Wealth
Georgia
$2.13M +$474K +15,350 +28%
FFA
135
Farther Finance Advisors
California
$2.03M -$26.3K -852 -1%
CA
136
Clune & Associates
Illinois
$1.81M +$10.6K +344 +0.6%
MFC
137
Morris Financial Concepts
South Carolina
$1.81M +$191K +6,178 +12%
Creative Planning
138
Creative Planning
Kansas
$1.77M +$99.5K +3,220 +6%
GFM
139
GEN Financial Management
Minnesota
$1.76M -$403K -13,032 -18%
AWE
140
Avidian Wealth Enterprises
Texas
$1.72M – – –
DFC
141
DBK Financial Counsel
Ohio
$1.72M +$45.3K +1,467 +3%
KAS
142
Kestra Advisory Services
Texas
$1.68M +$7.26K +235 +0.4%
VW
143
Vance Wealth
California
$1.65M +$1.67M +54,063 New
RGF
144
Retirement Guys Formula
Ohio
$1.64M -$328K -10,616 -16%
TFA
145
Trinity Financial Advisors
Ohio
$1.63M -$56.9K -1,842 -3%
PIAS
146
PCA Investment Advisory Services
Ohio
$1.56M +$389K +12,580 +33%
SHFA
147
SC&H Financial Advisors
Maryland
$1.56M +$122K +3,941 +8%
MWM
148
McMill Wealth Management
Nebraska
$1.45M +$272K +8,820 +23%
LKBC
149
L.K. Benson & Company
Maryland
$1.45M +$5.99K +194 +0.4%
FPAS
150
Focus Partners Advisor Solutions
Missouri
$1.44M -$167K -5,420 -10%
4 5
6
7 8

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.