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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 %
PIA
126
Panoramic Investment Advisors
Colorado
$2.75M +$39.4K +1,271 +1%
IAG
127
Investmark Advisory Group
Connecticut
$2.7M +$290K +9,362 +12%
EFP
128
Envision Financial Planning
Tennessee
$2.68M -$360K -11,614 -12%
PHWM
129
Pine Harbor Wealth Management
Maryland
$2.6M +$250K +8,045 +11%
BW
130
BIP Wealth
Georgia
$2.5M +$338K +10,884 +16%
SIS
131
Strategic Investment Solutions
Illinois
$2.48M -$1.82M -58,663 -42%
EFS
132
Essex Financial Services
Connecticut
$2.45M +$158K +5,099 +7%
CFGF
133
Compass Financial Group (Florida)
Florida
$2.45M +$253K +8,148 +12%
VAG
134
Vannoy Advisory Group
Texas
$2.33M +$74.9K +2,416 +3%
EB
135
Eastern Bank
Massachusetts
$2.33M -$709K -22,851 -23%
Lido Advisors
136
Lido Advisors
California
$2.17M +$2.17M +69,887 New
DFC
137
DBK Financial Counsel
Ohio
$2.14M +$396K +12,775 +23%
FFA
138
Farther Finance Advisors
California
$2.09M +$28K +902 +1%
MFC
139
Morris Financial Concepts
South Carolina
$2.07M +$235K +7,573 +13%
PWIA
140
Porter White Investment Advisors
Alabama
$2.05M -$151K -4,871 -7%
MAA
141
Mraz Amerine & Associates
California
$1.98M -$283K -9,128 -13%
CA
142
Clune & Associates
Illinois
$1.97M +$131K +4,222 +7%
SHFA
143
SC&H Financial Advisors
Maryland
$1.92M +$341K +10,984 +22%
GFM
144
GEN Financial Management
Minnesota
$1.88M +$95.9K +3,093 +5%
FNBT
145
FineMark National Bank & Trust
Florida
$1.82M +$522K +16,830 +40%
ZF
146
Zhang Financial
Michigan
$1.77M +$878K +28,316 +99%
SEIA
147
Signature Estate & Investment Advisors
California
$1.76M +$310K +10,003 +21%
AWE
148
Avidian Wealth Enterprises
Texas
$1.75M – – –
DW30
149
Drucker Wealth 3.0
New Jersey
$1.71M +$1.08M +34,271 +171%
AA
150
Aire Advisors
California
$1.71M +$931K +30,011 +120%
4 5
6
7 8