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Dimensional US Large Cap Value ETF
DFLV

264 hedge funds and large institutions have $2.38B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

226% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 42

60% more funds holding in top 10

Funds holding in top 10: 25 → 40 (+15)

23% more funds holding

Funds holding: 214 → 264 (+50)

17% more capital invested

Capital invested by funds: $2.02B → $2.38B (+$353M)

5.24% more ownership

Funds ownership: 79.75% → 84.98% (+5.2%)

Holders
264
Holders Change
+50
Holders Change %
+23.36%
% of All Funds
3.48%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.53%
New
61
Increased
137
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$83.1M
2
EWA
EP Wealth Advisors
California
+$50.3M
3
HIF
Hill Island Financial
Michigan
+$16.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$14.2M
5
AAS
Avantax Advisory Services
Texas
+$11M

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$24.6M
2
NA
NewEdge Advisors
Louisiana
-$4.53M
3
OIA
OneDigital Investment Advisors
Kansas
-$3.66M
4
FWS
FinDec Wealth Services
California
-$1.34M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
176
Forum Financial Management
Illinois
$631K +$658K +21,024 New
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$601K +$626K +20,000 New
OA
178
Oceanside Advisors
South Carolina
$572K +$68.9K +2,204 +13%
SWM
179
Spire Wealth Management
Virginia
$559K +$583K +18,626 New
IWC
180
Infinity Wealth Counsel
Ohio
$557K +$581K +18,563 New
OC
181
Optima Capital
Oregon
$556K +$579K +18,500 New
LWM
182
LJI Wealth Management
Indiana
$551K +$46.2K +1,476 +9%
DWT
183
Dorsey & Whitney Trust
South Dakota
$549K +$360K +11,492 +169%
SCM
184
SOL Capital Management
Maryland
$549K +$299K +9,560 +109%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$546K +$130K +4,155 +30%
CW
186
Curio Wealth
Maryland
$540K +$562K +17,972 New
NGA
187
Naples Global Advisors
Florida
$504K +$525K +16,788 New
PWM
188
Parkshore Wealth Management
California
$494K +$515K +16,465 New
IA
189
IFP Advisors
Florida
$490K +$463K +14,816 +988%
MA
190
McGrath & Associates
North Carolina
$482K +$502K +16,057 New
MML Investors Services
191
MML Investors Services
Massachusetts
$469K +$115K +3,677 +31%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$468K -$109K -3,472 -18%
CAM
193
Clark Asset Management
New Hampshire
$464K +$483K +15,444 New
FAM
194
Formidable Asset Management
Ohio
$446K +$465K +14,865 New
CIAS
195
CFS Investment Advisory Services
New Jersey
$439K – – –
KSWWM
196
Keyes Stange & Wooten Wealth Management
Florida
$430K +$448K +14,320 New
SM
197
Sensible Money
Arizona
$429K – – –
WWA
198
Wingate Wealth Advisors
Massachusetts
$428K +$446K +14,250 New
ADL
199
Asset Dedication LLC
California
$427K – – –
SA
200
Seneschal Advisors
Washington
$404K +$421K +13,454 New
6 7
8
9 10

DFLV Hedge Fund Activity: Q4 2024 in Review

264 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2024, worth a combined $2.38B — up 17% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFLV positions and 8 closed out — a net gain of 53 holders — while 137 added to existing stakes and 42 trimmed.

The largest buyer was Savant Capital, adding an estimated $83.1M. The largest seller was Pathstone Holdings, cutting an estimated $24.6M.

  • 264 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $2.38B of Dimensional US Large Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 61 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2024 and 8 closed out, a net change of +53 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $83.1M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2024 was Pathstone Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2024.