Dimensional US Large Cap Value ETF
DFLV
214 hedge funds and large institutions have $2.02B invested in Dimensional US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 125 increasing their positions, 44 reducing their positions, and 9 closing their positions.
184% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 44
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
22% more capital invested
Capital invested by funds: $1.65B → $2.02B (+$369M)
7% more funds holding
Funds holding: 200 → 214 (+14)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
1.56% less ownership
Funds ownership: 81.31% → 79.75% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$97.3M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$23.8M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$11.2M |
| 4 |
Cerity Partners
New York
|
+$6.52M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$9.11M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$8.46M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
-$1.18M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$870K |
DFLV Hedge Fund Activity: Q3 2024 in Review
214 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q3 2024, worth a combined $2.02B — up 22% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DFLV positions and 9 closed out — a net gain of 16 holders — while 125 added to existing stakes and 44 trimmed.
The largest buyer was Savant Capital, adding an estimated $97.3M. The largest seller was Cardiff Park Advisors, cutting an estimated $9.11M.
- 214 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q3 2024, up from 200 in Q2 2024.
- Funds reported $2.02B of Dimensional US Large Cap Value ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 25 funds opened new Dimensional US Large Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +16 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q3 2024 was Savant Capital, an estimated $97.3M added.
- The largest Dimensional US Large Cap Value ETF seller in Q3 2024 was Cardiff Park Advisors, an estimated $9.11M sold.
Based on aggregated 13F filings for Q3 2024.