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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FG
Foster Group
West Des Moines,
Iowa
|
+$95.3M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$24.6M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$19.6M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.66M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$2.03M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$849K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$688K |
| 5 |
Goldman Sachs
New York
|
-$673K |
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.