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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

292 hedge funds and large institutions have $3.08B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
3.92%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
38
Increased
168
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K

Top Buyers

1
SC
Savant Capital
Illinois
$409M
2
CCM
Coldstream Capital Management
Washington
$56.8M
3
EWA
EP Wealth Advisors
California
$242M
4
RFP
Root Financial Partners
California
$30.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$60.7M

Top Sellers

1
W
WPWealth
Texas
$35.3M
2
LW
Lauer Wealth
Indiana
$0
3
RA
RFG Advisory
Alabama
$9.83M
4
EWA
EQ Wealth Advisors
Texas
$460K
5
VF
Vawter Financial
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
201
Forum Financial Management
Illinois
$581K -$11.3K -364 -2%
OC
202
Optima Capital
Oregon
$574K – – –
MA
203
McGrath & Associates
North Carolina
$544K +$33.3K +1,073 +7%
SWM
204
Spire Wealth Management
Virginia
$537K -$137K -4,419 -20%
PWP
205
Parkwoods Wealth Partners
New York
$522K +$522K +16,816 New
NGA
206
Naples Global Advisors
Florida
$521K – – –
PWM
207
Parkshore Wealth Management
California
$510K +$8.44K +272 +2%
FWMP
208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$505K – – –
MWM
209
Melfa Wealth Management
Massachusetts
$492K -$77.3K -2,492 -14%
FAM
210
Formidable Asset Management
Ohio
$485K – – –
EWA
211
EQ Wealth Advisors
Texas
$460K -$4.14M -133,310 -90%
TWP
212
Triad Wealth Partners
Kansas
$457K +$247K +7,976 +118%
CIAS
213
CFS Investment Advisory Services
New Jersey
$453K – – –
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$450K +$89.2K +2,877 +25%
WWA
215
Wingate Wealth Advisors
Massachusetts
$446K +$2.08K +67 +0.5%
IA
216
IFP Advisors
Florida
$446K -$60.6K -1,952 -12%
SM
217
Sensible Money
Arizona
$445K +$1.86K +60 +0.4%
ADL
218
Asset Dedication LLC
California
$445K +$1.86K +60 +0.4%
FCP
219
Fidelis Capital Partners
Florida
$443K +$443K +14,251 New
TC
220
TAGStone Capital
North Carolina
$419K +$18.7K +596 +5%
WRPWM
221
Werba Rubin Papier Wealth Management
California
$419K -$6.11K -197 -1%
WF
222
Warner Financial
Maryland
$393K +$1.83K +59 +0.5%
SFC
223
SYM Financial Corp
Indiana
$388K -$2.39K -77 -0.6%
QWM
224
Quadcap Wealth Management
Texas
$382K +$3.78K +122 +1%
OIM
225
Oder Investment Management
California
$372K +$129K +4,146 +53%
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