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Dimensional US Large Cap Value ETF
DFLV

161 hedge funds and large institutions have $1.06B invested in Dimensional US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

378% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 18

50% more capital invested

Capital invested by funds: $704M → $1.06B (+$355M)

33% more funds holding

Funds holding: 121 → 161 (+40)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

3.83% more ownership

Funds ownership: 78.53% → 82.36% (+3.8%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
47
Increased
86
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.7M
2
SFS
Summit Financial Strategies
Ohio
+$16.4M
3
EWA
EP Wealth Advisors
California
+$12.5M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$10.1M
5
CPA
Cardiff Park Advisors
California
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$9.19M
2
FWS
FinDec Wealth Services
California
-$4.01M
3
RA
RFG Advisory
Alabama
-$3.34M
4
MFWP
Mosaic Family Wealth Partners
Missouri
-$3.19M
5
SC
Savant Capital
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$87.4M +$81.3M +3,229,783 New
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.1M +$10.1M +402,805 +14%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$56.4M -$3.19M -126,655 -6%
EWA
4
EP Wealth Advisors
California
$52.5M +$12.5M +495,453 +34%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$50.9M +$47.4M +1,881,952 New
TI
6
Truepoint Inc
Ohio
$38.6M +$6.11M +242,940 +20%
CHP
7
Cable Hill Partners
Oregon
$37.1M +$3.87M +153,628 +13%
W
8
WPWealth
Texas
$27.1M +$5.14M +204,462 +26%
EFP
9
EnRich Financial Partners
Wisconsin
$24.8M +$23M +915,312 New
RWG
10
Regal Wealth Group
California
$22.1M -$85.8K -3,411 -0.4%
LPL Financial
11
LPL Financial
California
$21.7M +$2.18M +86,485 +12%
MG
12
Mather Group
Illinois
$21.4M +$2.2M +87,386 +12%
OIA
13
OneDigital Investment Advisors
Kansas
$21.1M +$19.7M +781,663 New
TH
14
Team Hewins
California
$19M +$1.43M +56,786 +9%
SFS
15
Summit Financial Strategies
Ohio
$17.6M +$16.4M +650,374 New
BPA
16
Beacon Pointe Advisors
California
$17.1M +$2.13M +84,533 +15%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$1.5M +59,613 +11%
AAP
18
Arax Advisory Partners
Colorado
$16.8M +$739K +29,375 +5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$16.5M +$4.39M +174,404 +40%
LFP
20
Lakeshore Financial Planning
Michigan
$16.5M -$404K -16,053 -3%
IFA
21
Index Fund Advisors
California
$16.4M +$4.97M +197,584 +48%
GOCP
22
Great Oak Capital Partners
Massachusetts
$15.9M +$14.8M +587,734 New
AIM
23
Acropolis Investment Management
Missouri
$14.8M +$618K +24,576 +5%
PFM
24
Phillips Financial Management
Indiana
$14.4M +$2.67M +106,130 +25%
ACC
25
Acorn Creek Capital
Colorado
$13.6M +$12.6M +502,267 New
1
2 3 4 5

DFLV Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2023, worth a combined $1.06B — up 50% from $704M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFLV positions and 5 closed out — a net gain of 42 holders — while 86 added to existing stakes and 18 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $19.7M. The largest seller was Strategic Investment Solutions, cutting an estimated $9.19M.

  • 161 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2023, up from 121 in Q3 2023.
  • Funds reported $1.06B of Dimensional US Large Cap Value ETF stock for Q4 2023, up 50% quarter-over-quarter.
  • 47 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2023 and 5 closed out, a net change of +42 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $19.7M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $9.19M sold.

Based on aggregated 13F filings for Q4 2023.