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Dimensional US Large Cap Value ETF
DFLV

Overview Fund Activity

175 hedge funds and large institutions have $1.37B invested in Dimensional US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.54%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.32%
New
24
Increased
104
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$26.3M
2
NA
2
NewEdge Advisors
Louisiana
$29.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$109M
4
QC
4
Quent Capital
New York
$17.4M
5
OIA
5
OneDigital Investment Advisors
Kansas
$34.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
SC
3
Savant Capital
Illinois
$7.4M
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$109M 3,627,171 +409,013 +13%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$98.3M 3,276,236 +46,453 +1%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$68.6M 2,287,521 +203,896 +10%
EWA
4
EP Wealth Advisors
California
$68.5M 2,284,982 +344,757 +18%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$56.1M 1,871,365 -10,587 -0.6%
TI
6
Truepoint Inc
Ohio
$53.9M 1,796,037 +367,554 +26%
CHP
7
Cable Hill Partners
Oregon
$37.1M 1,377,120 – –
OIA
8
OneDigital Investment Advisors
Kansas
$34.6M 1,154,705 +373,042 +48%
W
9
WPWealth
Texas
$34.3M 1,144,178 +143,108 +14%
NA
10
NewEdge Advisors
Louisiana
$29.4M 981,210 +801,375 +446%
EFP
11
EnRich Financial Partners
Wisconsin
$28.6M 953,781 +38,469 +4%
EB
12
Eastern Bank
Massachusetts
$26.3M 875,907 +875,907 New
LPL Financial
13
LPL Financial
California
$25.4M 847,485 +46,497 +6%
SFS
14
Summit Financial Strategies
Ohio
$24.6M 820,037 +169,663 +26%
TH
15
Team Hewins
California
$21.7M 722,230 +18,812 +3%
MG
16
Mather Group
Illinois
$21.4M 791,918 +16 +0%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$21.4M 713,063 +105,326 +17%
BPA
18
Beacon Pointe Advisors
California
$20.7M 689,615 +56,432 +9%
IFA
19
Index Fund Advisors
California
$20.6M 688,098 +82,414 +14%
GOCP
20
Great Oak Capital Partners
Massachusetts
$20.4M 681,849 +94,115 +16%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$19.9M 661,986 +38,515 +6%
PFM
22
Phillips Financial Management
Indiana
$19.6M 654,144 +120,964 +23%
AAP
23
Arax Advisory Partners
Colorado
$19.4M 646,112 +25,402 +4%
LFP
24
Lakeshore Financial Planning
Michigan
$18.1M 602,086 -7,435 -1%
AIM
25
Acropolis Investment Management
Missouri
$18M 599,730 +52,386 +10%
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