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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 %
LWM
176
LJI Wealth Management
Indiana
$997K -$34.2K -1,102 -3%
BFG
177
Berger Financial Group
Minnesota
$977K +$9.18K +296 +0.9%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$973K +$132K +4,247 +16%
SFP
179
Sterling Financial Planning
New Jersey
$972K +$197K +6,355 +25%
BA
180
Bridgewater Advisors
New York
$936K +$126K +3,964 +16%
CL
181
COWA LLC
Oklahoma
$926K +$11.4K +368 +1%
AWM
182
Avior Wealth Management
Nebraska
$923K -$2.8M -90,309 -75%
SIC
183
Samalin Investment Counsel
New York
$844K +$21.7K +701 +3%
SCA
184
STALEY CAPITAL ADVISERS
Pennsylvania
$834K +$145K +4,680 +21%
FWM
185
Fortress Wealth Management
California
$809K +$577K +18,606 +249%
QCM
186
Quantinno Capital Management
New York
$793K +$439K +14,167 +124%
CL
187
Choreo LLC
Illinois
$784K +$330K +10,650 +73%
OA
188
Oceanside Advisors
South Carolina
$781K +$152K +4,914 +24%
AWM
189
Austin Wealth Management
Texas
$758K +$758K +24,209 New
DWT
190
Dorsey & Whitney Trust
South Dakota
$718K +$5.77K +186 +0.8%
FFO
191
Fortitude Family Office
Arizona
$698K +$698K +22,512 New
PWM
192
Perigon Wealth Management
California
$660K +$144K +4,656 +28%
SA
193
Seneschal Advisors
Washington
$644K +$206K +6,641 +47%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$641K -$369K -11,891 -37%
IWC
195
Infinity Wealth Counsel
Ohio
$637K +$17.4K +561 +3%
CW
196
Curio Wealth
Maryland
$627K +$626K +20,177 +48,040%
SIM
197
Stratos Investment Management
Ohio
$619K +$619K +19,969 New
Citadel Advisors
198
Citadel Advisors
Florida
$613K -$662K -21,334 -52%
AWM
199
Aegis Wealth Management
Maryland
$613K – – –
Jane Street
200
Jane Street
New York
$584K +$584K +18,826 New
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8
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