DFLV icon

Dimensional US Large Cap Value ETF

102 hedge funds and large institutions have $508M invested in Dimensional US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+21
Holders Change %
+25.93%
% of All Funds
1.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
28
Increased
56
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFO
1
Pathstone Family Office
New Jersey
$76.3M 3,003,044 -310,658 -9%
Corient Private Wealth
2
Corient Private Wealth
Florida
$55M 2,165,087 +1,315,392 +155%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$52.2M 2,056,944 +108,110 +6%
TI
4
Truepoint Inc
Ohio
$24.5M 962,743 +205,967 +27%
RWG
5
Regal Wealth Group
California
$20.4M 812,528 +611,581 +304%
EWA
6
EP Wealth Advisors
California
$19.5M 1,017,187
MG
7
Mather Group
Illinois
$16.4M 645,781 +276,544 +75%
TH
8
Team Hewins
California
$15.8M 623,391 +623,391 New
W
9
WPWealth
Texas
$12.7M 501,621 +100,526 +25%
FWS
10
FinDec Wealth Services
California
$12.1M 475,126 +29,295 +7%
AIM
11
Acropolis Investment Management
Missouri
$12M 474,099 +119,920 +34%
RRC
12
Relaxing Retirement Coach
Massachusetts
$11.3M 443,282 +118,856 +37%
LWM
13
Liberty Wealth Management
California
$10.1M 397,934 -64,164 -14%
RA
14
RFG Advisory
Alabama
$9.88M 389,082 -7,811 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$8.96M 351,969 +79,079 +29%
BPA
16
Beacon Pointe Advisors
California
$8.84M 348,158 +139,890 +67%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.15M 320,729 +302,894 +1,698%
CHP
18
Cable Hill Partners
Oregon
$7.96M 313,534 +141,145 +82%
PFM
19
Phillips Financial Management
Indiana
$6.5M 256,032 +246,842 +2,686%
TWP
20
Total Wealth Planning
Ohio
$6.43M 253,315 +134,498 +113%
LFG
21
Larson Financial Group
Missouri
$6.27M 246,757 +108,843 +79%
V
22
VeraBank
Texas
$6.07M 238,852 +189,858 +388%
CPIG
23
Chicago Partners Investment Group
Illinois
$5.23M 200,211 +73,063 +57%
NA
24
NewEdge Advisors
Louisiana
$5.13M 201,885 +101,976 +102%
AAM
25
Austin Asset Management
Texas
$4.96M 195,413 +56,291 +40%