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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
CL
201
Choreo LLC
Illinois
$447K +$117K +3,772 +35%
CIAS
202
CFS Investment Advisory Services
New Jersey
$446K – – –
WWA
203
Wingate Wealth Advisors
Massachusetts
$437K +$1.82K +59 +0.4%
SM
204
Sensible Money
Arizona
$436K -$463 -15 -0.1%
ADL
205
Asset Dedication LLC
California
$436K +$1.64K +53 +0.4%
SA
206
Seneschal Advisors
Washington
$432K +$20.7K +670 +5%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$419K -$332K -10,752 -44%
WCWM
208
Willow Creek Wealth Management
California
$391K +$5.68K +184 +1%
TC
209
TAGStone Capital
North Carolina
$390K -$371 -12 -0.1%
TRCT
210
Tower Research Capital (TRC)
New York
$390K +$380K +12,314 +2,811%
WF
211
Warner Financial
Maryland
$385K +$1.61K +52 +0.4%
SFC
212
SYM Financial Corp
Indiana
$384K – – –
QWM
213
Quadcap Wealth Management
Texas
$372K -$6.95K -225 -2%
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$356K +$66.2K +2,143 +23%
RFP
215
RCS Financial Planning
Maryland
$349K – – –
QCM
216
Quantinno Capital Management
New York
$348K – – –
AUB
217
Atlantic Union Bankshares
Virginia
$321K – – –
RIP
218
RAM Investment Partners
Washington
$309K +$39.7K +1,285 +15%
RCM
219
RB Capital Management
Nevada
$309K +$62.9K +2,036 +25%
HH
220
Hilltop Holdings
Texas
$296K -$16.3K -527 -5%
GM
221
GeoWealth Management
Illinois
$284K +$287K +9,301 New
AFO
222
Aurelius Family Office
New Hampshire
$280K -$523K -16,922 -65%
PWM
223
PBMares Wealth Management
Virginia
$267K +$6.15K +199 +2%
CWA
224
Canvas Wealth Advisors
Kansas
$266K +$290K +9,389 New
KAM
225
KEB Asset Management
Illinois
$259K -$101K -3,268 -28%
7 8
9
10 11

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.