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Dimensional US Large Cap Value ETF
DFLV

200 hedge funds and large institutions have $1.65B invested in Dimensional US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

335% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 26

21% more capital invested

Capital invested by funds: $1.37B → $1.65B (+$286M)

14% more funds holding

Funds holding: 175 → 200 (+25)

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

1.9% more ownership

Funds ownership: 79.41% → 81.31% (+1.9%)

Holders
200
Holders Change
+25
Holders Change %
+14.29%
% of All Funds
2.89%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.36%
New
35
Increased
113
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
Foster Group
Iowa
+$95.3M
2
DWP
Destiny Wealth Partners
Florida
+$24.6M
3
SC
Savant Capital
Illinois
+$19.6M
4
AAS
Avantax Advisory Services
Texas
+$14.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.5M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$2.66M
2
EIA
Eldridge Investment Advisors
New Hampshire
-$2.03M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$849K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$688K
5
Goldman Sachs
Goldman Sachs
New York
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
151
Americana Partners
Texas
$307K – – –
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$294K +$296K +10,181 New
SFP
153
Sterling Financial Planning
New Jersey
$293K +$294K +10,120 New
TIM
154
Tortoise Investment Management
New York
$290K – – –
AUB
155
Atlantic Union Bankshares
Virginia
$284K +$286K +9,834 New
LW
156
Linscomb Wealth
Texas
$275K +$277K +9,509 New
MML Investors Services
157
MML Investors Services
Massachusetts
$273K +$274K +9,434 New
Stifel Financial
158
Stifel Financial
Missouri
$273K -$588K -20,210 -68%
TI
159
Trexquant Investment
Connecticut
$270K +$272K +9,341 New
DWT
160
Dorsey & Whitney Trust
South Dakota
$269K +$270K +9,292 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$262K +$960 +33 +0.4%
SWA
162
Stratos Wealth Advisors
Ohio
$260K +$262K +8,997 New
CL
163
Choreo LLC
Illinois
$253K +$255K +8,781 New
FC
164
Family CFO
California
$245K – – –
SCM
165
SOL Capital Management
Maryland
$244K – – –
MKW
166
Mullaney, Keating & Wright
Connecticut
$227K +$229K +7,859 New
PWM
167
PBMares Wealth Management
Virginia
$219K +$6.4K +220 +3%
QWM
168
Quadcap Wealth Management
Texas
$211K +$212K +7,291 New
DWM
169
Dopkins Wealth Management
New York
$206K +$814 +28 +0.4%
MFA
170
McClarren Financial Advisors
Pennsylvania
$202K -$201K -6,902 -99%
SPIA
171
Steward Partners Investment Advisory
New York
$177K -$4.71K -162 -3%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$92K -$6.49K -223 -7%
CSB
173
City State Bank
Iowa
$90.5K +$74.5K +2,560 +449%
AWM
174
Avondale Wealth Management
Texas
$80.8K – – –
GTAM
175
Global Trust Asset Management
Florida
$59.1K +$33.3K +1,144 +127%
5 6
7
8 9

DFLV Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2024, worth a combined $1.65B — up 21% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFLV positions and 8 closed out — a net gain of 27 holders — while 113 added to existing stakes and 26 trimmed.

The largest buyer was Foster Group, adding an estimated $95.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $2.66M.

  • 200 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $1.65B of Dimensional US Large Cap Value ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 35 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2024 and 8 closed out, a net change of +27 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q2 2024 was Foster Group, an estimated $95.3M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q2 2024 was OneDigital Investment Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2024.