Dimensional US Large Cap Value ETF
DFLV
264 hedge funds and large institutions have $2.38B invested in Dimensional US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 42 reducing their positions, and 8 closing their positions.
663% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 8
226% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 42
60% more funds holding in top 10
Funds holding in top 10: 25 → 40 (+15)
23% more funds holding
Funds holding: 214 → 264 (+50)
17% more capital invested
Capital invested by funds: $2.02B → $2.38B (+$353M)
5.24% more ownership
Funds ownership: 79.75% → 84.98% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$83.1M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$50.3M |
| 3 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
+$16.2M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$14.2M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$24.6M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.53M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$3.66M |
| 4 |
FWS
FinDec Wealth Services
Stockton,
California
|
-$1.34M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.12M |
DFLV Hedge Fund Activity: Q4 2024 in Review
264 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Value ETF (DFLV) for Q4 2024, worth a combined $2.38B — up 17% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DFLV positions and 8 closed out — a net gain of 53 holders — while 137 added to existing stakes and 42 trimmed.
The largest buyer was Savant Capital, adding an estimated $83.1M. The largest seller was Pathstone Holdings, cutting an estimated $24.6M.
- 264 institutional investors held Dimensional US Large Cap Value ETF (DFLV) as of Q4 2024, up from 214 in Q3 2024.
- Funds reported $2.38B of Dimensional US Large Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 61 funds opened new Dimensional US Large Cap Value ETF positions in Q4 2024 and 8 closed out, a net change of +53 holders.
- The largest Dimensional US Large Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $83.1M added.
- The largest Dimensional US Large Cap Value ETF seller in Q4 2024 was Pathstone Holdings, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2024.