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Dimensional US Large Cap Value ETF
DFLV

81 hedge funds and large institutions have $352M invested in Dimensional US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 3

600% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 4

113% more funds holding

Funds holding: 38 → 81 (+43)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

42% more capital invested

Capital invested by funds: $249M → $352M (+$103M)

74.62% less ownership

Funds ownership: 154.19% → 79.57% (-75%)

Holders
81
Holders Change
+43
Holders Change %
+113.16%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
28
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWP
Mosaic Family Wealth Partners
Missouri
+$49M
2
EWA
EP Wealth Advisors
California
+$22.8M
3
TI
Truepoint Inc
Ohio
+$19M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$15.5M
5
AIM
Acropolis Investment Management
Missouri
+$8.9M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$92.9M
2
Jane Street
Jane Street
New York
-$8.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.91M
4
Citadel Advisors
Citadel Advisors
Florida
-$986K
5
VCM
Vivaldi Capital Management
Illinois
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1
Pathstone Family Office
New Jersey
$81.4M -$92.9M -3,696,084 -53%
MFWP
2
Mosaic Family Wealth Partners
Missouri
$47.9M +$49M +1,948,834 New
EWA
3
EP Wealth Advisors
California
$32.8M +$22.8M +907,688 +829%
Corient Private Wealth
4
Corient Private Wealth
Florida
$20.9M +$15.5M +618,705 +268%
TI
5
Truepoint Inc
Ohio
$18.6M +$19M +756,776 New
LWM
6
Liberty Wealth Management
California
$11.3M +$11.6M +462,098 New
FWS
7
FinDec Wealth Services
California
$11M +$378K +15,042 +3%
W
8
WPWealth
Texas
$9.85M +$7.75M +308,428 +333%
RA
9
RFG Advisory
Alabama
$9.75M +$717K +28,525 +8%
MG
10
Mather Group
Illinois
$9.07M +$3.52M +140,219 +61%
AIM
11
Acropolis Investment Management
Missouri
$8.7M +$8.9M +354,179 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$7.97M +$5.96M +237,209 +272%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$6.71M +$3.38M +134,509 +97%
BPA
14
Beacon Pointe Advisors
California
$5.12M +$4.57M +181,785 +686%
RWG
15
Regal Wealth Group
California
$5.02M +$5.05M +200,947 New
CHP
16
Cable Hill Partners
Oregon
$4.24M +$2.54M +100,918 +141%
AAM
17
Austin Asset Management
Texas
$3.42M +$3.5M +139,122 New
LFG
18
Larson Financial Group
Missouri
$3.39M +$3.07M +122,112 +773%
GAM
19
Gemmer Asset Management
California
$3.2M +$1.18M +47,023 +57%
CPIG
20
Chicago Partners Investment Group
Illinois
$3.15M +$907K +36,082 +40%
Jane Street
21
Jane Street
New York
$2.94M -$8.04M -320,029 -73%
TWP
22
Total Wealth Planning
Ohio
$2.92M +$2.99M +118,817 New
IFA
23
Index Fund Advisors
California
$2.67M +$2.73M +108,797 New
CF
24
Corrigan Financial
Rhode Island
$2.59M +$2.65M +105,342 New
NA
25
NewEdge Advisors
Louisiana
$2.45M +$2.51M +99,909 New
1
2 3 4

DFLV Hedge Fund Activity: Q1 2023 in Review

81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2023, worth a combined $352M — up 42% from $249M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DFLV positions and 3 closed out — a net gain of 45 holders — while 28 added to existing stakes and 4 trimmed.

The largest buyer was Mosaic Family Wealth Partners, opening a new position worth an estimated $49M. The largest seller was Pathstone Family Office, cutting an estimated $92.9M.

  • 81 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $352M of Dimensional US Large Cap Value ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 48 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +45 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2023 was Mosaic Family Wealth Partners, an estimated $49M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $92.9M sold.

Based on aggregated 13F filings for Q1 2023.