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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

262 hedge funds and large institutions have $2.37B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+49
Holders Change %
+23%
% of All Funds
3.49%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
60
Increased
136
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$205M
2
EWA
EP Wealth Advisors
California
$152M
3
HIF
Hill Island Financial
Michigan
$15.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
$143M
5
AAS
Avantax Advisory Services
Texas
$39.7M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$77.7M
2
NA
NewEdge Advisors
Louisiana
$25.7M
3
OIA
OneDigital Investment Advisors
Kansas
$32.2M
4
FWS
FinDec Wealth Services
California
$8.38M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
176
Forum Financial Management
Illinois
$631K +$631K +21,024 New
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$601K +$601K +20,000 New
OA
178
Oceanside Advisors
South Carolina
$572K +$66.2K +2,204 +13%
SWM
179
Spire Wealth Management
Virginia
$559K +$559K +18,626 New
IWC
180
Infinity Wealth Counsel
Ohio
$557K +$557K +18,563 New
OC
181
Optima Capital
Oregon
$556K +$556K +18,500 New
LWM
182
LJI Wealth Management
Indiana
$551K +$44.3K +1,476 +9%
DWT
183
Dorsey & Whitney Trust
South Dakota
$549K +$345K +11,492 +169%
SCM
184
SOL Capital Management
Maryland
$549K +$287K +9,560 +109%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$546K +$125K +4,155 +30%
CW
186
Curio Wealth
Maryland
$540K +$540K +17,972 New
NGA
187
Naples Global Advisors
Florida
$504K +$504K +16,788 New
PWM
188
Parkshore Wealth Management
California
$494K +$494K +16,465 New
IA
189
IFP Advisors
Florida
$490K +$445K +14,816 +988%
MA
190
McGrath & Associates
North Carolina
$482K +$482K +16,057 New
MML Investors Services
191
MML Investors Services
Massachusetts
$469K +$110K +3,677 +31%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$468K -$104K -3,472 -18%
CAM
193
Clark Asset Management
New Hampshire
$464K +$464K +15,444 New
FAM
194
Formidable Asset Management
Ohio
$446K +$446K +14,865 New
CIAS
195
CFS Investment Advisory Services
New Jersey
$439K – – –
KSWWM
196
Keyes Stange & Wooten Wealth Management
Florida
$430K +$430K +14,320 New
SM
197
Sensible Money
Arizona
$429K – – –
WWA
198
Wingate Wealth Advisors
Massachusetts
$428K +$428K +14,250 New
ADL
199
Asset Dedication LLC
California
$427K – – –
SA
200
Seneschal Advisors
Washington
$404K +$404K +13,454 New
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8
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