Dimensional US Large Cap Value ETF
DFLV
175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 24
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
29% more capital invested
Capital invested by funds: $1.06B → $1.37B (+$308M)
9% more funds holding
Funds holding: 161 → 175 (+14)
2.95% less ownership
Funds ownership: 82.36% → 79.41% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$24.4M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$22.4M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$11.4M |
| 4 |
QC
Quent Capital
New York
|
+$10.9M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.76M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$3.61M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.16M |
| 4 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$1.7M |
| 5 |
Goldman Sachs
New York
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
176
Janiczek Wealth Management
Denver,
Colorado
| $150 | +$139 | +5 | New |
|
|
177
Jane Street
New York
| – | -$3.76M | -139,088 | Closed |
|
|
MHS
178
M Holdings Securities
Portland,
Oregon
| – | -$3.61M | -133,574 | Closed |
|
|
FCI
179
Financial Counselors Inc
Overland Park,
Kansas
| – | -$1.7M | -62,938 | Closed |
|
180
Mercer Global Advisors
Denver,
Colorado
| – | -$687K | -25,410 | Closed |
|
|
TWP
181
Tempus Wealth Planning
Irvine,
California
| – | -$215K | -7,935 | Closed |
|
|
FWM
182
Fonville Wealth Management
Richmond,
Virginia
| – | -$202K | -7,450 | Closed |
|
183
D.E. Shaw & Co
New York
| – | -$201K | -7,420 | Closed |
|
|
CA
184
Clearstead Advisors
Cleveland,
Ohio
| – | -$460 | -17 | Closed |
|
DFLV Hedge Fund Activity: Q1 2024 in Review
175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.
The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.
- 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
- Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
- 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
- The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.
Based on aggregated 13F filings for Q1 2024.