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Dimensional US Large Cap Value ETF

295 hedge funds and large institutions have $3.07B invested in Dimensional US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 170 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

204% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $2.72B → $3.07B (+$360M)

8% more funds holding

Funds holding: 272295 (+23)

0.94% more ownership

Funds ownership: 83.93%84.87% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

37% less call options, than puts

Call options by funds: $341K | Put options by funds: $540K

Holders
295
Holders Change
+23
Holders Change %
+8.46%
% of All Funds
3.88%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.5%
New
38
Increased
170
Reduced
56
Closed
11
Calls
$341K
Puts
$540K
Net Calls
-$199K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
201
Forum Financial Management
Illinois
$581K -$10.8K -364 -2%
OC
202
Optima Capital
Oregon
$574K
MA
203
McGrath & Associates
North Carolina
$544K +$31.8K +1,073 +7%
SWM
204
Spire Wealth Management
Virginia
$537K -$131K -4,419 -20%
PWP
205
Parkwoods Wealth Partners
New York
$522K +$498K +16,816 New
NGA
206
Naples Global Advisors
Florida
$521K
PWM
207
Parkshore Wealth Management
California
$510K +$8.05K +272 +2%
FWMP
208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$505K
MWM
209
Melfa Wealth Management
Massachusetts
$492K -$73.8K -2,492 -14%
FAM
210
Formidable Asset Management
Ohio
$485K
EWA
211
EQ Wealth Advisors
Texas
$460K -$3.95M -133,310 -90%
TWP
212
Triad Wealth Partners
Kansas
$457K +$236K +7,976 +118%
CIAS
213
CFS Investment Advisory Services
New Jersey
$453K
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$450K +$85.2K +2,877 +25%
WWA
215
Wingate Wealth Advisors
Massachusetts
$446K +$1.98K +67 +0.5%
IA
216
IFP Advisors
Florida
$446K -$57.8K -1,952 -12%
ADL
217
Asset Dedication LLC
California
$445K +$1.78K +60 +0.4%
SM
218
Sensible Money
Arizona
$445K +$1.78K +60 +0.4%
FCP
219
Fidelis Capital Partners
Florida
$443K +$422K +14,251 New
TC
220
TAGStone Capital
North Carolina
$419K +$17.6K +596 +5%
WRPWM
221
Werba Rubin Papier Wealth Management
California
$419K -$5.83K -197 -1%
WF
222
Warner Financial
Maryland
$393K +$1.75K +59 +0.5%
SFC
223
SYM Financial Corp
Indiana
$388K -$2.28K -77 -0.6%
QWM
224
Quadcap Wealth Management
Texas
$382K +$3.61K +122 +1%
OIM
225
Oder Investment Management
California
$372K +$123K +4,146 +53%

DFLV Hedge Fund Activity: Q2 2025 in Review

295 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q2 2025, worth a combined $3.07B — up 13% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFLV positions and 11 closed out — a net gain of 27 holders — while 170 added to existing stakes and 56 trimmed.

The largest buyer was Savant Capital, adding an estimated $110M. The largest seller was WPWealth, cutting an estimated $10.8M.

  • 295 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q2 2025, up from 272 in Q1 2025.
  • Funds reported $3.07B of Dimensional US Large Cap Value ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 38 funds opened new Dimensional US Large Cap Value ETF positions in Q2 2025 and 11 closed out, a net change of +27 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q2 2025 was Savant Capital, an estimated $110M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q2 2025 was WPWealth, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.