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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$29.61 -0.06 (-0.21%)
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Institutional Ownership Changes (13F Filings) for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$103.09M
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DFLV Institutional Buying and Selling by Quarter

Dimensional US Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025BOS Asset Management LLC341,169$10.43M3.6%+7.4%0.306%
5/19/2025 Jane Street Group LLC18,200$556K0.0%-63.7%0.016%
5/19/2025 Advisory Alpha LLC338,216$10.34M0.4%+14.7%0.303%
5/19/2025 Trinity Financial Advisors LLC55,817$1.63M0.6%-3.2%0.050%
5/16/2025 Signature Estate & Investment Advisors LLC46,828$1.43M0.0%+20.2%0.043%
5/16/2025 Goldman Sachs Group Inc.27,027$826K0.0%N/A0.025%
5/16/2025 Plancorp LLC45,531$1.39M0.1%N/A0.042%
5/16/2025 NewEdge Advisors LLC682,123$20.85M0.1%-20.2%0.626%
5/16/2025 Jentner Corp730,768$22.34M6.7%-0.3%0.671%
5/15/2025 EP Wealth Advisors LLC6,473,128$197.88M1.6%+27.6%5.941%
5/15/2025 Focus Partners Advisor Solutions LLC47,028$1.44M0.0%-10.3%0.043%
5/15/2025 Royal Bank of Canada11,631$356K0.0%+22.6%0.011%
5/15/2025 Betterment LLC501,309$15.33M0.0%+14.5%0.460%
5/15/2025 Tumwater Wealth Management LLC812,329$24.83M13.0%+1.8%0.746%
5/15/2025 Tortoise Investment Management LLC15,437$472K0.0%+31.0%0.014%
5/14/2025 RB Capital Management LLC10,097$309K0.1%+25.3%0.009%
5/14/2025 Samalin Investment Counsel LLC26,512$810K0.3%+191.5%0.024%
5/14/2025 Envision Financial Planning LLC97,898$2.99M1.5%+1.8%0.090%
5/14/2025 Northwestern Mutual Wealth Management Co.1,031$32K0.0%N/A0.001%
5/14/2025 Sax Wealth Advisors LLC221,292$6.77M0.5%+6.8%0.203%
5/14/2025 Wescott Financial Advisory Group LLC522,864$15.98M1.7%+6.9%0.480%
5/14/2025 Elevate Wealth Advisory Inc.109,656$3.35M2.4%+2.8%0.101%
5/14/2025 Dorsey & Whitney Trust CO LLC22,963$702K0.0%+25.5%0.021%
5/13/2025 Cowa LLC29,486$901K0.4%N/A0.027%
5/13/2025 Oder Investment Management LLC7,848$240K0.2%N/A0.007%
5/13/2025 American Investment Services Inc.112,161$3.43M0.6%+22.0%0.103%
5/13/2025 Francis Financial Inc.414,651$12.68M3.1%+11.0%0.381%
5/13/2025 Infinity Wealth Counsel LLC19,988$611K0.7%+7.7%0.018%
5/13/2025 HighTower Advisors LLC1,616,155$49.41M0.1%+8.1%1.483%
5/12/2025 Mustard Seed Financial LLC151,728$4.64M3.7%+6.9%0.139%
5/12/2025 Staley Capital Advisers Inc.22,200$679K0.0%+11.0%0.020%
5/12/2025 Linscomb Wealth Inc.253,982$7.76M0.4%+149.5%0.233%
5/12/2025 Berger Financial Group Inc31,185$953K0.1%+7.3%0.029%
5/12/2025 Johnson Financial Group LLC6,561$201K0.0%N/A0.006%
5/12/2025 Townsquare Capital LLC20,062$613K0.0%N/A0.018%
5/12/2025 Summit Financial Strategies Inc.1,816,827$55.54M5.6%+8.2%1.668%
5/12/2025 Truepoint Inc.2,742,906$83.85M2.3%+22.4%2.518%
5/12/2025 AlphaCore Capital LLC3,889$119K0.0%N/A0.004%
5/9/2025 Keb Asset Management LLC8,467$259K0.1%-27.8%0.008%
5/9/2025 VeraBank N.A.436,834$13.35M3.7%+7.3%0.401%
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5/9/2025 Chicago Partners Investment Group LLC394,604$11.53M0.4%+3.0%0.362%
5/9/2025 Pinney & Scofield Inc.101,051$3.09M2.2%+26.4%0.093%
5/9/2025 Exencial Wealth Advisors LLC570,745$17.45M0.6%+18.2%0.524%
5/9/2025 McMill Wealth Management47,529$1.45M0.5%+22.8%0.044%
5/9/2025 McClarren Financial Advisors Inc.5,137$157K0.1%-27.2%0.005%
5/9/2025 Cary Street Partners Investment Advisory LLC3,100$95K0.1%N/A0.003%
5/9/2025 Cary Street Partners Financial LLC6,165$188K0.0%-33.4%0.006%
5/9/2025 Strategic Investment Solutions Inc. IL138,516$4.23M1.2%+29.0%0.127%
5/9/2025 Liberty Wealth Management LLC1,244,374$38.04M0.7%+202.4%1.142%
5/8/2025 Momentous Wealth Management Inc.191,579$5.86M4.1%+9.5%0.176%
5/8/2025 Modera Wealth Management LLC172,675$5.28M0.1%-0.7%0.158%
5/8/2025 Aegis Wealth Management LLC20,039$613K0.4%+74.1%0.018%
5/8/2025 Eastern Bank97,858$2.99M0.1%-89.3%0.090%
5/7/2025 Werba Rubin Papier Wealth Management13,693$419K0.1%-44.0%0.013%
5/7/2025 Seneschal Advisors LLC14,124$432K0.4%+5.0%0.013%
5/7/2025 LPL Financial LLC1,293,677$39.55M0.0%+20.5%1.187%
5/7/2025 Panoramic Investment Advisors LLC87,382$2.67M1.8%+10.4%0.080%
5/6/2025 Avantax Advisory Services Inc.1,726,716$52.79M0.3%+30.7%1.585%
5/6/2025 Compass Financial Group Inc.70,718$2.16M1.1%+15.6%0.065%
5/6/2025 Maryland Capital Advisors Inc.209,944$6.42M2.8%+32.3%0.193%
5/6/2025 Redwood Park Advisors LLC115,133$3.52M2.8%+2.3%0.106%
5/6/2025 Golden Bell Financial Planning LLC186,982$5.72M5.6%+7.5%0.172%
5/6/2025 Choreo LLC14,623$447K0.0%+34.8%0.013%
5/5/2025 PCA Investment Advisory Services Inc.51,046$1.56M0.8%+32.7%0.047%
5/5/2025 Aire Advisors LLC24,995$764K0.2%+7.7%0.023%
5/5/2025 Formidable Asset Management LLC15,865$485K0.1%+6.7%0.015%
5/5/2025 Private Advisor Group LLC75,623$2.31M0.0%+13.6%0.069%
5/5/2025 Gradient Capital Advisors LLC94,786$2.90M0.9%+19.7%0.087%
5/2/2025 Forum Financial Management LP19,085$583K0.0%-9.2%0.018%
5/2/2025 Cable Hill Partners LLC1,774,258$51.60M5.0%+4.3%1.629%
5/2/2025 DecisionPoint Financial LLC1,207$37K0.0%+190.8%0.001%
5/2/2025 BIP Wealth LLC69,754$2.13M0.1%+28.2%0.064%
5/2/2025 Bridgewater Advisors Inc.25,470$741K0.1%N/A0.023%
5/2/2025 Larson Financial Group LLC234,908$7.18M0.3%-6.3%0.216%
5/2/2025 Fortress Wealth Management Inc.7,484$229K0.1%N/A0.007%
5/2/2025 Mosaic Family Wealth Partners LLC2,818,433$86.16M12.2%+7.0%2.587%
5/2/2025 Melfa Wealth Management Inc.18,337$561K0.4%-15.1%0.017%
5/2/2025 BluePointe Capital Management LLC77,809$2.38M0.9%+133.4%0.071%
5/2/2025 LJI Wealth Management LLC33,232$1.02M0.2%+81.1%0.031%
5/2/2025 Lauer Wealth LLC258,150$7.51M5.9%+13.0%0.237%
5/1/2025 Legacy Financial Group Inc.203,058$6.21M2.0%+7.6%0.186%
5/1/2025 LRI Investments LLC199,943$6.11M0.5%-5.2%0.184%
5/1/2025 CWM LLC1,605$49K0.0%+962.9%0.001%
4/30/2025 Vestia Personal Wealth Advisors42,326$1.29M1.0%+19.3%0.039%
4/30/2025 Cerity Partners LLC845,838$25.86M0.1%+47.7%0.776%
4/30/2025 Phillips Financial Management LLC1,236,631$37.80M2.9%+8.6%1.135%
4/30/2025 Allworth Financial LP267,905$7.77M0.0%+24.0%0.246%
4/30/2025 Index Fund Advisors Inc.981,161$29.99M1.9%+6.7%0.901%
4/30/2025 Mraz Amerine & Associates Inc.72,827$2.21M0.4%-2.3%0.067%
4/30/2025 Stratos Wealth Advisors LLC26,298$804K0.0%+17.4%0.024%
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4/30/2025 Aurelius Family Office LLC9,144$280K0.1%-64.9%0.008%
4/29/2025 Envestnet Asset Management Inc.152,994$4.68M0.0%+59.0%0.140%
4/29/2025 Cloud Capital Management LLC2,585$79K0.1%N/A0.002%
4/29/2025 Stage Harbor Financial LLC491,275$15.02M12.7%+13.0%0.451%
4/29/2025 Morris Financial Concepts Inc.59,079$1.81M0.8%+11.7%0.054%
4/29/2025 Mills Wealth Advisors LLC80,301$2.46M1.3%+10.9%0.074%
4/29/2025 Tilson Financial Group Inc.755,688$23.10M9.1%+22.3%0.694%
4/29/2025 OneDigital Investment Advisors LLC939,074$28.71M0.3%-12.5%0.862%
4/29/2025 Avantax Planning Partners Inc.133,712$4.09M0.1%+0.7%0.123%
4/29/2025 Sterling Financial Planning Inc.24,989$764K0.3%+14.4%0.023%
(Data available from 1/1/2016 forward)

DFLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFLV shares?

During the previous two years, 264 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($205.41M), EP Wealth Advisors LLC ($197.88M), Corient Private Wealth LLC ($143.29M), Foster Group Inc. ($104.28M), Mosaic Family Wealth Partners LLC ($86.16M), Truepoint Inc. ($83.85M), and Pathstone Holdings LLC ($77.68M).Learn more on DFLV's institutional investors.

Which institutional investors have been buying Dimensional US Large Cap Value ETF stock?

Of the 255 institutional investors that purchased Dimensional US Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($6.47M), Savant Capital LLC ($3.72M), Foster Group Inc. ($3.41M), Pathstone Holdings LLC ($3.23M), DiNuzzo Private Wealth Inc. ($1.88M), Truepoint Inc. ($1.74M), and Summit Financial Strategies Inc. ($1.65M).

How much institutional buying is happening at Dimensional US Large Cap Value ETF?

Institutional investors have bought a total of 61,639,412 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

Which Dimensional US Large Cap Value ETF major shareholders have been selling company stock?

Of the 73 institutional investors that sold Dimensional US Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Holdings LLC ($823.52K), Eastern Bank ($813.46K), NewEdge Advisors LLC ($317.88K), Liberty Wealth Management LLC ($292.20K), Advisory Alpha LLC ($286.54K), OneDigital Investment Advisors LLC ($251.85K), and Pathstone Family Office LLC ($160.23K).

How much institutional selling is happening at Dimensional US Large Cap Value ETF?

Institutional investors have sold a total of 4,414,932 shares in the last 24 months. This volume of shares sold represents approximately $130.22M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 5/23/2025 by MarketBeat.com Staff
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