Dimensional US Large Cap Value ETF
DFLV
121 hedge funds and large institutions have $704M invested in Dimensional US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 11 reducing their positions, and 2 closing their positions.
1,050% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 2
618% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 11
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
39% more capital invested
Capital invested by funds: $508M → $704M (+$196M)
19% more funds holding
Funds holding: 102 → 121 (+19)
2.25% more ownership
Funds ownership: 76.32% → 78.57% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CHP
Cable Hill Partners
Portland,
Oregon
|
+$23.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$18.3M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$16.7M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$15.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$4.11M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.61M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.43M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$282K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$275K |
DFLV Hedge Fund Activity: Q3 2023 in Review
121 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q3 2023, worth a combined $704M — up 39% from $508M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFLV positions and 2 closed out — a net gain of 21 holders — while 79 added to existing stakes and 11 trimmed.
The largest buyer was Cable Hill Partners, adding an estimated $23.3M. The largest seller was Pathstone Family Office, cutting an estimated $4.11M.
- 121 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q3 2023, up from 102 in Q2 2023.
- Funds reported $704M of Dimensional US Large Cap Value ETF stock for Q3 2023, up 39% quarter-over-quarter.
- 23 funds opened new Dimensional US Large Cap Value ETF positions in Q3 2023 and 2 closed out, a net change of +21 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q3 2023 was Cable Hill Partners, an estimated $23.3M added.
- The largest Dimensional US Large Cap Value ETF seller in Q3 2023 was Pathstone Family Office, an estimated $4.11M sold.
Based on aggregated 13F filings for Q3 2023.