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 2 closing their positions.
2,300% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 2
600% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 4
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
123% more capital invested
Capital invested by funds: $158M → $352M (+$194M)
119% more funds holding
Funds holding: 37 → 81 (+44)
18.06% less ownership
Funds ownership: 97.63% → 79.57% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWP
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
+$49M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$22.8M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$19M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$15.5M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$8.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.04M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$4.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$986K |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$811K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$549K |
DFLV Hedge Fund Activity: Q1 2023 in Review
81 of the 6,283 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 123% from $158M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new DFLV positions and 2 closed out — a net gain of 46 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 Jane Street, cutting an estimated $8.04M.
- 81 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2023, up from 37 in Q4 2022.
- Funds reported $352M of Dimensional US Large Cap Value ETF stock for Q1 2023, up 123% quarter-over-quarter.
- 48 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2023 and 2 closed out, a net change of +46 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 Jane Street, an estimated $8.04M sold.
Based on aggregated 13F filings for Q1 2023.