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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
3.92%
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
$409M
2
CCM
Coldstream Capital Management
Washington
$56.8M
3
EWA
EP Wealth Advisors
California
$242M
4
RFP
Root Financial Partners
California
$30.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$60.7M

Top Sellers

1
W
WPWealth
Texas
$35.3M
2
LW
Lauer Wealth
Indiana
$0
3
RA
RFG Advisory
Alabama
$9.83M
4
EWA
EQ Wealth Advisors
Texas
$460K
5
VF
Vawter Financial
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$1.66M +$457K +14,722 +38%
RGF
152
Retirement Guys Formula
Ohio
$1.64M -$27.9K -898 -2%
PIAS
153
PCA Investment Advisory Services
Ohio
$1.64M +$52.7K +1,700 +3%
VPWA
154
Vestia Personal Wealth Advisors
Indiana
$1.59M +$273K +8,805 +21%
Renaissance Technologies
155
Renaissance Technologies
New York
$1.54M +$1.54M +49,500 New
BIG
156
Builder Investment Group
Georgia
$1.51M +$319K +10,299 +27%
KAS
157
Kestra Advisory Services
Texas
$1.51M -$200K -6,455 -12%
CSB
158
City State Bank
Iowa
$1.51M +$138K +4,455 +10%
SCM
159
SOL Capital Management
Maryland
$1.5M +$218K +7,028 +17%
LKBC
160
L.K. Benson & Company
Maryland
$1.47M +$6.86K +221 +0.5%
MWM
161
McMill Wealth Management
Nebraska
$1.47M -$960 -31 -0.1%
DI
162
Disciplined Investors
Texas
$1.4M +$98.8K +3,185 +8%
CFS
163
Cannon Financial Strategists
Georgia
$1.36M +$1.36M +44,000 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$1.28M +$58.3K +1,880 +5%
MML Investors Services
165
MML Investors Services
Massachusetts
$1.21M +$598K +19,269 +97%
VAMG
166
Voisard Asset Management Group
Michigan
$1.19M +$1.19M +38,204 New
Creative Planning
167
Creative Planning
Kansas
$1.16M -$631K -20,339 -35%
CCFM
168
Clear Creek Financial Management
Washington
$1.14M +$23.6K +762 +2%
FH
169
Financial Harvest
Florida
$1.13M +$1.13M +36,530 New
MHS
170
M Holdings Securities
Oregon
$1.1M +$1.1M +35,694 New
TFA
171
Trinity Financial Advisors
Ohio
$1.1M -$634K -20,433 -37%
EB
172
Emprise Bank
Kansas
$1.05M -$17K -547 -2%
CPA
173
Cardiff Park Advisors
California
$1.03M +$165K +5,334 +19%
WCWM
174
Willow Creek Wealth Management
California
$1.02M +$625K +20,150 +157%
SWA
175
Stratos Wealth Advisors
Ohio
$1.01M +$199K +6,411 +24%
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