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Dimensional US Large Cap Value ETF
DFLV

272 hedge funds and large institutions have $2.72B invested in Dimensional US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 173 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 48

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $2.38B → $2.72B (+$340M)

5% more funds holding in top 10

Funds holding in top 10: 40 → 42 (+2)

3% more funds holding

Funds holding: 264 → 272 (+8)

1.05% less ownership

Funds ownership: 84.98% → 83.93% (-1.1%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.65%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.56%
New
25
Increased
173
Reduced
48
Closed
11
Calls
$196K
Puts
–
Net Calls
+$196K
Net Calls Change
+$196K

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$77.8M
2
EWA
EP Wealth Advisors
California
+$43.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$18.4M
4
TI
Truepoint Inc
Ohio
+$15.5M
5
RFP
Root Financial Partners
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.1M
2
AAP
Arax Advisory Partners
Colorado
-$16.1M
3
DAS
Dynamic Advisor Solutions
Arizona
-$5.97M
4
NA
NewEdge Advisors
Louisiana
-$5.35M
5
OIA
OneDigital Investment Advisors
Kansas
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
176
Aire Advisors
California
$764K +$55.4K +1,792 +8%
SFP
177
Sterling Financial Planning
New Jersey
$764K +$97.4K +3,153 +14%
BA
178
Bridgewater Advisors
New York
$741K +$787K +25,470 New
DWT
179
Dorsey & Whitney Trust
South Dakota
$702K +$144K +4,667 +26%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$679K +$68K +2,200 +11%
SWM
181
Spire Wealth Management
Virginia
$664K +$95.9K +3,103 +17%
OA
182
Oceanside Advisors
South Carolina
$620K +$38.3K +1,241 +7%
DW30
183
Drucker Wealth 3.0
New Jersey
$613K +$620K +20,062 New
TC
184
TownSquare Capital
Utah
$613K +$620K +20,062 New
AWMM
185
Aegis Wealth Management (Maryland)
Maryland
$613K +$264K +8,531 +74%
IWC
186
Infinity Wealth Counsel
Ohio
$611K +$44K +1,425 +8%
MML Investors Services
187
MML Investors Services
Massachusetts
$604K +$128K +4,154 +27%
FFM
188
Forum Financial Management
Illinois
$583K -$59.9K -1,939 -9%
OC
189
Optima Capital
Oregon
$566K – – –
MWM
190
Melfa Wealth Management
Massachusetts
$561K -$100K -3,250 -15%
CW
191
Curio Wealth
Maryland
$540K -$554K -17,930 -100%
NGA
192
Naples Global Advisors
Florida
$513K – – –
PWM
193
Perigon Wealth Management
California
$508K +$513K +16,619 New
MA
194
McGrath & Associates
North Carolina
$504K +$12.9K +418 +3%
IA
195
IFP Advisors
Florida
$499K – – –
FWMP
196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$498K +$191K +6,181 +61%
PWM
197
Parkshore Wealth Management
California
$494K -$9.54K -309 -2%
FAM
198
Formidable Asset Management
Ohio
$485K +$30.9K +1,000 +7%
CAM
199
Clark Asset Management
New Hampshire
$472K – – –
TIM
200
Tortoise Investment Management
New York
$472K +$113K +3,650 +31%
6 7
8
9 10

DFLV Hedge Fund Activity: Q1 2025 in Review

272 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2025, worth a combined $2.72B — up 14% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DFLV positions and 11 closed out — a net gain of 14 holders — while 173 added to existing stakes and 48 trimmed.

The largest buyer was Savant Capital, adding an estimated $77.8M. The largest seller was Eastern Bank, cutting an estimated $25.1M.

  • 272 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2025, up from 264 in Q4 2024.
  • Funds reported $2.72B of Dimensional US Large Cap Value ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2025 and 11 closed out, a net change of +14 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $77.8M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2025 was Eastern Bank, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2025.