Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$32.59 +0.02 (+0.06%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$32.59 0.00 (0.00%)
As of 08/28/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$139.37M
Get DFLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFLV Institutional Buying and Selling by Quarter

Dimensional US Large Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 6,487$201K0.0%-49.1%0.005%
8/15/2025 Corient Private Wealth LLC5,629,872$174.64M0.2%+4.9%4.637%
8/15/2025 Captrust Financial Advisors41,368$1.28M0.0%+4.8%0.034%
8/15/2025 Seneschal Advisors LLC20,765$644K0.5%+47.0%0.017%
8/15/2025 MML Investors Services LLC39,034$1.21M0.0%+97.5%0.032%
8/15/2025 EP Wealth Advisors LLC7,789,534$241.63M1.6%+20.3%6.416%
8/15/2025 Envision Financial Planning LLC86,284$2.68M1.3%-11.9%0.071%
8/15/2025 Bank of America Corp DE849,607$26.36M0.0%+39.2%0.700%
8/15/2025 Ameriprise Financial Inc.6,971$216K0.0%N/A0.006%
8/14/2025 CLG LLC88,832$2.76M0.9%+2.1%0.073%
8/14/2025 Jane Street Group LLC18,826$584K0.0%+3.4%0.016%
8/14/2025 Raymond James Financial Inc.91,193$2.83M0.0%-3.1%0.075%
8/14/2025 Betterment LLC603,824$18.73M0.0%+20.4%0.497%
8/14/2025 Quantinno Capital Management LP25,556$793K0.0%+124.4%0.021%
8/14/2025 NewEdge Advisors LLC612,943$19.01M0.1%-10.1%0.505%
8/14/2025 Qube Research & Technologies Ltd5,105$158K0.0%+471.0%0.004%
8/14/2025 Cerity Partners LLC969,393$30.07M0.1%+14.6%0.799%
8/13/2025 Vance Wealth LLC155,473$4.82M1.6%+187.6%0.128%
8/13/2025 M Holdings Securities Inc.35,694$1.10M0.2%N/A0.029%
8/13/2025 Parkworth Wealth Management Inc.4,848$150K0.1%N/A0.004%
8/13/2025 Beacon Pointe Advisors LLC806,797$25.03M0.3%+2.4%0.665%
8/13/2025 Momentous Wealth Management Inc.203,671$6.32M4.1%+6.3%0.168%
8/13/2025 Lido Advisors LLC69,887$2.17M0.0%N/A0.058%
8/13/2025 Tobias Financial Advisors Inc.457,843$14.20M2.4%-3.4%0.377%
8/13/2025 Northwestern Mutual Wealth Management Co.3,242$101K0.0%+214.5%0.003%
8/13/2025 Choreo LLC25,273$784K0.0%+72.8%0.021%
8/12/2025 Steward Partners Investment Advisory LLC2,907$90K0.0%-92.3%0.002%
8/12/2025 Burk Holdings LLC308,361$9.57M6.0%N/A0.254%
8/12/2025 Coldstream Capital Management Inc.1,830,037$56.77M0.9%N/A1.507%
8/12/2025 Legacy Financial Group Inc.228,760$7.10M2.1%+12.7%0.188%
8/12/2025 Cowa LLC29,854$926K0.4%+1.2%0.025%
8/12/2025 Tableaux LLC10,159$315K0.0%N/A0.008%
8/12/2025 JPMorgan Chase & Co.432,023$13.40M0.0%+9.1%0.356%
8/11/2025 FineMark National Bank & Trust58,609$1.82M0.1%+40.3%0.049%
8/11/2025 Diversified Portfolios Inc.652,553$20.24M1.9%+6.3%0.545%
8/11/2025 Wescott Financial Advisory Group LLC561,403$17.42M1.7%+7.4%0.469%
8/11/2025 Root Financial Partners LLC981,440$30.44M2.9%+105.1%0.820%
8/11/2025 Mosaic Family Wealth Partners LLC2,901,838$90.02M11.5%+3.0%2.425%
8/8/2025 Tortoise Investment Management LLC11,807$366K0.0%-23.5%0.010%
8/8/2025 Pinney & Scofield Inc.109,168$3.39M2.3%+8.0%0.091%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
8/8/2025 Avantax Advisory Services Inc.1,773,795$55.02M0.3%+2.7%1.482%
8/8/2025 Creative Planning37,544$1.17M0.0%-35.1%0.031%
8/8/2025 Truepoint Inc.2,820,890$87.50M2.2%+2.8%2.358%
8/8/2025 RAM Investment Partners LLC9,351$290K0.1%-7.5%0.008%
8/8/2025 Francis Financial Inc.351,879$10.92M2.5%-15.1%0.294%
8/8/2025 Austin Wealth Management LLC24,209$758K0.1%N/A0.020%
8/8/2025 VeraBank N.A.512,211$15.89M3.2%+17.3%0.428%
8/7/2025 Samalin Investment Counsel LLC27,213$844K0.3%+2.6%0.023%
8/7/2025 Vise Technologies Inc.7,536$234K0.0%N/A0.006%
8/7/2025 Allworth Financial LP280,243$8.69M0.0%+4.6%0.234%
8/7/2025 Addison Advisors LLC1,810$56K0.0%-52.2%0.002%
8/7/2025 Fidelis Capital Partners LLC14,251$443K0.0%N/A0.012%
8/6/2025 Disciplined Investors L.L.C.45,134$1.40M1.1%+7.6%0.038%
8/6/2025 Cannon Financial Strategists Inc.44,000$1.37M0.2%N/A0.037%
8/6/2025 AE Wealth Management LLC1,742$54K0.0%N/A0.001%
8/6/2025 Longview Financial Advisors LLC191,161$5.93M3.7%+4.0%0.160%
8/6/2025 Savant Capital LLC13,169,045$408.50M2.5%+39.3%11.006%
8/6/2025 Modera Wealth Management LLC175,123$5.43M0.1%+1.4%0.146%
8/6/2025 Summit Wealth Group LLC97,288$3.02M0.8%N/A0.081%
8/6/2025 Atlantic Union Bankshares Corp163,099$5.06M0.1%+1,451.0%0.136%
8/6/2025 Cloud Capital Management LLC11,678$363K0.2%+351.8%0.010%
8/5/2025 Bridgewater Advisors Inc.29,434$936K0.1%+15.6%0.025%
8/5/2025 Golden Bell Financial Planning LLC207,073$6.42M6.0%+10.7%0.173%
8/5/2025 Bank of Montreal Can1,167,915$36.23M0.0%+11.7%0.976%
8/4/2025 Linscomb Wealth Inc.277,873$8.62M0.4%+9.4%0.232%
8/4/2025 Spire Wealth Management17,310$537K0.0%-20.3%0.014%
8/1/2025 PCA Investment Advisory Services Inc.52,746$1.64M0.7%+3.3%0.044%
8/1/2025 Zhang Financial LLC56,975$1.77M0.1%+98.8%0.048%
8/1/2025 Redwood Park Advisors LLC123,896$3.84M2.6%+7.6%0.104%
8/1/2025 Advisory Alpha LLC356,569$11.06M0.3%+5.4%0.298%
8/1/2025 Liberty Wealth Management LLC397,919$12.35M1.9%-1.9%0.333%
8/1/2025 Fort Vancouver Investment Management LLC206,564$6.41M4.4%+26.5%0.173%
8/1/2025 Envestnet Asset Management Inc.181,941$5.64M0.0%+18.9%0.152%
7/31/2025 Schoolcraft Capital LLC389,986$12.10M2.5%-16.2%0.326%
7/31/2025 BIP Wealth LLC80,638$2.50M0.2%+15.6%0.067%
7/31/2025 City State Bank48,540$1.51M0.5%+10.1%0.041%
7/31/2025 Focus Partners Advisor Solutions LLC95,156$2.95M0.0%+102.3%0.080%
7/31/2025 Curio Wealth LLC20,219$627K0.3%+48,040.5%0.017%
7/31/2025 Glass Jacobson Investment Advisors llc90,229$2.80M1.1%-1.6%0.075%
7/31/2025 LJI Wealth Management LLC32,130$997K0.2%-3.3%0.027%
7/30/2025 EnRich Financial Partners LLC937,615$29.09M8.9%-2.8%0.784%
7/30/2025 Forum Financial Management LP18,721$581K0.0%-1.9%0.016%
7/30/2025 Exencial Wealth Advisors LLC673,910$20.91M0.7%+18.1%0.563%
7/30/2025 Phillips Financial Management LLC1,314,950$40.79M3.0%+6.3%1.099%
7/30/2025 Studio Investment Management LLC145,873$4.53M0.9%+3.4%0.122%
7/30/2025 Clune & Associates LTD.63,554$1.97M0.5%+7.1%0.053%
7/30/2025 Mills Wealth Advisors LLC102,309$3.17M1.5%+27.4%0.086%
7/29/2025 Chicago Partners Investment Group LLC396,169$12.66M0.4%+0.4%0.331%
7/29/2025 Disciplined Investments LLC314,162$9.75M4.1%+24.2%0.263%
7/29/2025 Signature Estate & Investment Advisors LLC56,831$1.76M0.0%+21.4%0.047%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
7/29/2025 Stratos Wealth Partners LTD.7,283$226K0.0%N/A0.006%
7/29/2025 Stratos Wealth Advisors LLC32,709$1.02M0.1%+24.4%0.027%
7/29/2025 Aire Advisors LLC55,006$1.71M0.3%+120.1%0.046%
7/28/2025 Morris Financial Concepts Inc.66,652$2.07M0.8%+12.8%0.056%
7/28/2025 EQ Wealth Advisors LLC14,831$460K0.3%-90.0%0.012%
7/28/2025 Strategent Financial LLC90,903$2.82M2.2%+14.2%0.076%
7/28/2025 Sterling Financial Planning Inc.31,344$972K0.3%+25.4%0.026%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.11,410$354K0.1%+44.6%0.010%
7/28/2025 RFG Advisory LLC316,789$9.83M0.2%-31.9%0.265%
7/25/2025 Wealth Architects LLC575,555$17.85M1.8%-2.0%0.481%
(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, 291 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($408.50M), EP Wealth Advisors LLC ($241.63M), Corient Private Wealth LLC ($174.64M), Foster Group Inc. ($114.35M), Mosaic Family Wealth Partners LLC ($90.02M), Truepoint Inc. ($87.50M), and Pathstone Holdings LLC ($77.68M).Learn more on Dimensional US Large Cap Value ETF's institutional investors.

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

Of the 281 institutional investors that purchased Dimensional US Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($7.43M), EP Wealth Advisors LLC ($6.77M), Foster Group Inc. ($3.69M), Pathstone Holdings LLC ($3.23M), DiNuzzo Private Wealth Inc. ($1.91M), Coldstream Capital Management Inc. ($1.83M), and Corient Private Wealth LLC ($1.77M).

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

Institutional investors have bought a total of 40,369,531 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

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

Of the 80 institutional investors that sold Dimensional US Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Eastern Bank ($836.31K), Pathstone Holdings LLC ($823.52K), NewEdge Advisors LLC ($387.06K), Liberty Wealth Management LLC ($292.51K), Advisory Alpha LLC ($286.54K), OneDigital Investment Advisors LLC ($251.85K), and RFG Advisory LLC ($148.68K).

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

Institutional investors have sold a total of 4,557,866 shares in the last 24 months. This volume of shares sold represents approximately $139.37M in transactions.


Related Companies

This page (NYSEARCA:DFLV) was last updated on 8/29/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel