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Dimensional US Large Cap Value ETF
DFLV

38 hedge funds and large institutions have $249M invested in Dimensional US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

154.19% more ownership

Funds ownership: 0% → 154.19% (+154%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$172M
2
Jane Street
Jane Street
New York
+$10.8M
3
RA
RFG Advisory
Alabama
+$9.04M
4
MG
Mather Group
Illinois
+$5.62M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.91M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$172M +$172M +7,009,786 New
Jane Street
2
Jane Street
New York
$10.8M +$10.8M +439,492 New
FWS
3
FinDec Wealth Services
California
$10.6M +$10.6M +430,789 New
RA
4
RFG Advisory
Alabama
$9.63M +$9.04M +368,368 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.67M +$5.67M +230,990 New
MG
6
Mather Group
Illinois
$5.62M +$5.62M +229,018 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.91M +$4.91M +200,000 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$3.39M +$3.39M +138,381 New
EWA
9
EP Wealth Advisors
California
$2.69M +$2.69M +109,499 New
CPIG
10
Chicago Partners Investment Group
Illinois
$2.38M +$2.23M +91,066 New
W
11
WPWealth
Texas
$2.27M +$2.27M +92,667 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$2.14M +$2.14M +87,217 New
GAM
13
Gemmer Asset Management
California
$2.04M +$2.04M +83,157 New
RGF
14
Retirement Guys Formula
Ohio
$1.98M +$1.98M +80,880 New
CHP
15
Cable Hill Partners
Oregon
$1.75M +$1.75M +71,471 New
EP
16
Equius Partners
California
$1.65M +$1.65M +67,090 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.45M +$1.45M +59,163 New
CFO
18
Collective Family Office
Pennsylvania
$1.02M +$1.02M +41,704 New
VCM
19
Vivaldi Capital Management
Illinois
$811K +$792K +32,305 New
MCA
20
Maryland Capital Advisors
Maryland
$727K +$727K +29,646 New
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$684K +$684K +27,865 New
BPA
22
Beacon Pointe Advisors
California
$650K +$650K +26,483 New
MWA
23
Mills Wealth Advisors
Texas
$589K +$589K +23,998 New
EAM
24
Evanson Asset Management
California
$561K +$561K +22,868 New
FTUS
25
Flow Traders U.S.
New York
$549K +$549K +22,383 New
1
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DFLV Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2022, worth a combined $249M.

Buyers outnumbered sellers: 38 funds opened new DFLV positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $172M.

  • 38 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $249M of Dimensional US Large Cap Value ETF stock for Q4 2022.
  • 38 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2022 and 0 closed out, a net change of +38 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $172M added.

Based on aggregated 13F filings for Q4 2022.