We are live on ! Find out more
DFLV icon

Dimensional US Large Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

29% more capital invested

Capital invested by funds: $1.06B → $1.37B (+$308M)

9% more funds holding

Funds holding: 161175 (+14)

2.95% less ownership

Funds ownership: 82.36%79.41% (-2.9%)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$109M +$11.4M +409,013 +13%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$98.3M +$1.3M +46,453 +1%
MFWP
3
Mosaic Family Wealth Partners
Missouri
$68.6M +$5.69M +203,896 +10%
EWA
4
EP Wealth Advisors
California
$68.5M +$9.62M +344,757 +18%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$56.1M -$295K -10,587 -0.6%
TI
6
Truepoint Inc
Ohio
$53.9M +$10.3M +367,554 +26%
CHP
7
Cable Hill Partners
Oregon
$37.1M
OIA
8
OneDigital Investment Advisors
Kansas
$34.6M +$10.4M +373,042 +48%
W
9
WPWealth
Texas
$34.3M +$3.99M +143,108 +14%
NA
10
NewEdge Advisors
Louisiana
$29.4M +$22.4M +801,375 +446%
EFP
11
EnRich Financial Partners
Wisconsin
$28.6M +$1.07M +38,469 +4%
EB
12
Eastern Bank
Massachusetts
$26.3M +$24.4M +875,907 New
LPL Financial
13
LPL Financial
California
$25.4M +$1.3M +46,497 +6%
SFS
14
Summit Financial Strategies
Ohio
$24.6M +$4.73M +169,663 +26%
TH
15
Team Hewins
California
$21.7M +$525K +18,812 +3%
MG
16
Mather Group
Illinois
$21.4M +$446 +16 +0%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$21.4M +$2.94M +105,326 +17%
BPA
18
Beacon Pointe Advisors
California
$20.7M +$1.57M +56,432 +9%
IFA
19
Index Fund Advisors
California
$20.6M +$2.3M +82,414 +14%
GOCP
20
Great Oak Capital Partners
Massachusetts
$20.4M +$2.63M +94,115 +16%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$19.9M +$1.07M +38,515 +6%
PFM
22
Phillips Financial Management
Indiana
$19.6M +$3.37M +120,964 +23%
AAP
23
Arax Advisory Partners
Colorado
$19.4M +$709K +25,402 +4%
LFP
24
Lakeshore Financial Planning
Michigan
$18.1M -$207K -7,435 -1%
AIM
25
Acropolis Investment Management
Missouri
$18M +$1.46M +52,386 +10%

DFLV Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q1 2024, worth a combined $1.37B — up 29% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFLV positions and 8 closed out — a net gain of 16 holders — while 104 added to existing stakes and 24 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $24.4M. The largest seller was Jane Street, exiting entirely with an estimated $3.76M sold.

  • 175 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.37B of Dimensional US Large Cap Value ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 24 funds opened new Dimensional US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +16 holders.
  • The largest Dimensional US Large Cap Value ETF buyer in Q1 2024 was Eastern Bank, an estimated $24.4M added.
  • The largest Dimensional US Large Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2024.