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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$42.21 +0.28 (+0.67%)
As of 02:59 PM Eastern
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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)
282
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$247.21M
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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
8/27/2026 Corient Private Wealth LP3,318,287$131.21M0.2%-51.0%1.997%
8/25/2026 Tobias Financial Advisors Inc.715,031$28.27M3.4%+3.4%0.430%
8/23/2026 Studio Investment Management LLC184,091$7.28M1.2%+8.4%0.111%
8/22/2026 Lakeshore Financial Planning Inc.767,113$30.33M9.8%-17.7%0.462%
8/22/2026 Concurrent Investment Advisors LLC19,946$789K0.0%N/A0.012%
8/21/2026 WorthPointe LLC19,139$757K0.2%+19.2%0.012%
7/10/2026 DiNuzzo Private Wealth Inc.1,758,222$69.52M6.9%-2.6%1.082%
7/10/2026 Canvas Wealth Advisors LLC10,913$432K0.1%+10.1%0.007%
7/10/2026 Fiduciary Financial Group LLC300,749$11.89M1.3%+20.9%0.185%
7/10/2026 Wealthcare Advisory Partners LLC102,930$4.07M0.1%+4.3%0.063%
7/9/2026 CPA Asset Management Group LLC205,170$8.11M2.3%N/A0.126%
7/9/2026 Everhart Financial Group Inc.6,661$263K0.0%-52.0%0.004%
7/9/2026 Sax Wealth Advisors LLC311,098$12.30M0.5%+8.0%0.191%
7/9/2026 West Financial Advisors LLC471,407$18.64M2.8%-17.6%0.290%
7/8/2026 Sprinkle Financial Consultants LLC124,514$4.92M1.9%-2.1%0.077%
7/8/2026 Strategic Investment Solutions Inc. IL80,610$3.19M0.7%+6.9%0.050%
7/8/2026 Factor Wealth Management LTD67,402$2.67M0.4%-11.7%0.041%
7/8/2026 Twin Cities Retirement Group LLC10,401$411K0.4%-3.2%0.006%
7/8/2026 Apella Capital LLC1,536,111$61.26M0.9%+4.9%0.945%
7/8/2026 Evanson Financial LLC611,465$24.18M1.2%N/A0.377%
7/8/2026 Eclectic Associates Inc. ADV1,032,580$40.83M4.6%+54.2%0.636%
7/7/2026 180 Wealth Advisors LLC14,566$576K0.1%N/A0.009%
7/7/2026 Foster Group Inc.4,003,590$158.30M4.2%-1.4%2.465%
7/7/2026 Dynamic Advisor Solutions LLC10,135$401K0.0%+12.5%0.006%
7/7/2026 Trinity Financial Advisors LLC471,031$18.63M4.8%+1.8%0.290%
7/2/2026 Collective Family Office LLC110,012$4.35M0.9%+0.8%0.068%
7/1/2026 Eastern Bank15,764$623K0.0%-17.7%0.010%
6/18/2026 Western Wealth Management LLC6,490$232K0.0%N/A0.004%
6/3/2026 DBK Financial Counsel LLC129,154$4.61M3.5%+15.7%0.083%
6/3/2026 NewEdge Advisors LLC181,585$6.48M0.0%-7.9%0.117%
6/1/2026 Keel Point LLC12,382$442K0.0%N/A0.008%
5/22/2026 Segall Bryant & Hamill LLC9,531$342K0.0%N/A0.006%
5/19/2026 Western Wealth Management LLC6,490$232K0.0%N/A0.004%
5/19/2026 NewEdge Advisors LLC181,387$6.48M0.1%-8.0%0.117%
5/19/2026 Bank of America Corp DE958,442$34.23M0.0%-0.8%0.617%
5/18/2026 Royal Bank of Canada147,534$5.27M0.0%+543.5%0.095%
5/18/2026 Envision Financial Planning LLC95,430$3.41M1.2%+1.1%0.061%
5/16/2026 Quantinno Capital Management LP103,757$3.71M0.0%+106.6%0.067%
5/15/2026 Cardiff Park Advisors LLC27,034$965K0.1%-6.3%0.017%
5/15/2026 Everest Financial Group LLC17,264$616K0.1%N/A0.011%
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5/15/2026 Vawter Financial Ltd.139,619$4.99M2.1%+0.3%0.090%
5/15/2026 Waverly Advisors LLC225,065$8.04M0.1%+17.9%0.145%
5/14/2026 Renaissance Technologies LLC74,900$2.68M0.0%N/A0.048%
5/14/2026 Hilltop Holdings Inc.8,206$293K0.0%-38.3%0.005%
5/14/2026 Compound Planning Inc.10,193$364K0.0%N/A0.007%
5/14/2026 CLG LLC112,713$4.03M1.0%+8.2%0.073%
5/14/2026 Lido Advisors LLC63,619$2.27M0.0%-45.5%0.041%
5/14/2026 Monograph Wealth Advisors LLC295,228$10.54M1.0%+13.9%0.190%
5/13/2026 Cetera Investment Advisers3,667,210$130.96M0.1%+58.0%2.361%
5/13/2026 American Investment Services Inc.130,052$4.64M1.0%+16.8%0.084%
5/13/2026 Sachem Hill LLC427,260$15.26M3.0%+5.2%0.275%
5/12/2026 Fortis Capital Management LLC28,052$1.00M0.1%+308.4%0.018%
5/8/2026 Wilkerson Advisory Group LLC63,463$2.27M0.8%N/A0.041%
5/7/2026 Earned Wealth Advisors LLC5,915$211K0.0%-4.8%0.004%
5/7/2026 Balefire LLC5,807$207K0.0%N/A0.004%
5/6/2026 Sterling Financial Planning Inc.28,375$1.01M0.3%+4.6%0.018%
5/6/2026 Zhang Financial LLC46,973$1.68M0.1%-2.6%0.030%
5/6/2026 Aire Advisors LLC54,322$1.94M0.4%-1.4%0.035%
5/6/2026 Angeles Wealth Management LLC1,147$41K0.0%N/A0.001%
5/6/2026 Oder Investment Management LLC23,709$847K0.7%+50.6%0.015%
5/5/2026 Golden Bell Financial Planning LLC275,360$9.83M7.8%+5.5%0.177%
5/5/2026 Financial Harvest LLC76,600$2.74M1.6%+20.7%0.049%
5/5/2026 Ferguson Johnson Wealth Management Inc61,598$2.20M1.8%+7.3%0.040%
5/5/2026 Compass Financial Group Inc.96,871$3.46M1.6%+9.3%0.062%
5/5/2026 Sanctuary Advisors LLC66,711$2.38M0.0%+8.9%0.043%
5/5/2026 Cornerstone Advisory LLC5,939$212K0.0%N/A0.004%
5/4/2026 Summit Wealth Group LLC102,082$3.65M0.8%+2.4%0.066%
5/4/2026 Chicago Partners Investment Group LLC373,652$13.96M0.3%-4.5%0.241%
5/4/2026 Ruedi Wealth Management Inc.260,194$9.29M2.4%+11.3%0.168%
5/4/2026 Vantage Point Financial LLC85,625$3.06M1.1%-4.3%0.055%
5/2/2026 Navigate Wealth Management LLC291,137$10.87M7.6%N/A0.187%
5/1/2026 Summit Financial Strategies Inc.2,408,269$86.00M6.8%+9.4%1.562%
5/1/2026 Sequoia Financial Advisors LLC201,543$7.20M0.0%-21.3%0.131%
4/30/2026 Team Hewins LLC944,372$33.72M10.0%+3.2%0.612%
4/30/2026 Valued Wealth Advisors LLC9,880$353K0.1%+164,566.7%0.006%
4/30/2026 Mosaic Family Wealth Partners LLC2,995,202$106.96M10.9%+1.3%1.942%
4/30/2026 Kestra Advisory Services LLC48,601$1.74M0.0%+1.5%0.032%
4/30/2026 Austin Asset Management Co Inc432,188$15.43M2.6%+0.5%0.280%
4/30/2026 CFS Investment Advisory Services LLC12,787$478K0.0%-12.4%0.008%
4/30/2026 Staley Capital Advisers Inc.68,994$2.46M0.1%+29.1%0.045%
4/29/2026 Oceanside Advisors LLC30,235$1.08M0.6%+12.3%0.020%
4/29/2026 Canvas Wealth Advisors LLC9,913$354K0.1%-10.8%0.006%
4/28/2026 Pine Harbor Wealth Management LLC77,770$2.78M0.8%-9.7%0.051%
4/28/2026 Berger Financial Group Inc49,697$1.78M0.1%-3.8%0.032%
4/27/2026 TCI Wealth Advisors Inc.294,720$10.52M0.6%+9.0%0.192%
4/27/2026 Apeiron RIA LLC91,678$3.27M0.8%+4.0%0.060%
4/27/2026 Mustard Seed Financial LLC222,848$7.96M4.8%+10.5%0.145%
4/27/2026 BIP Wealth LLC153,699$5.49M0.2%+18.5%0.100%
4/27/2026 Legacy Financial Group Inc.286,884$10.25M2.7%+4.4%0.186%
4/27/2026 Private Advisor Group LLC126,404$4.51M0.0%+18.6%0.082%
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4/24/2026 Root Financial Partners LLC3,143,873$112.27M5.2%+14.6%2.052%
4/24/2026 Essex Financial Services Inc.65,124$2.33M0.1%+3.6%0.043%
4/24/2026 Acorn Financial Advisory Services Inc. ADV62,659$2.24M0.3%+877.8%0.041%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.10,946$391K0.1%-4.3%0.007%
4/24/2026 Equita Financial Network Inc.363,171$12.97M4.1%+11.8%0.237%
4/24/2026 Johnson Wealth Management LLC174,681$6.24M3.0%+9.5%0.114%
4/23/2026 Master S Wealth Management Inc.161,810$5.78M2.0%+13.3%0.106%
4/23/2026 Drucker Wealth 3.0 LLC57,088$2.04M0.4%-6.6%0.037%
4/23/2026 Formidable Asset Management LLC33,605$1.15M0.2%+3.1%0.022%
4/22/2026 First Financial Group Corp136,991$4.89M4.0%+9.5%0.089%


DFLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 385 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($598.59M), Corient Private Wealth LLC ($214.28M), Foster Group Inc. ($158.30M), Coldstream Capital Management Inc. ($151.91M), Corient Private Wealth LP ($131.21M), Cetera Investment Advisers ($130.96M), and Truepoint Inc. ($116.67M).Learn more on Dimensional US Large Cap Value ETF's institutional investors.

Of the 365 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 ($10.70M), EP Wealth Advisors LLC ($8.25M), Coldstream Capital Management Inc. ($4.44M), Root Financial Partners LLC ($3.14M), Corient Private Wealth LLC ($2.89M), Vise Technologies Inc. ($2.58M), and Cetera Investment Advisers ($1.65M).

Institutional investors have bought a total of 39,524,296 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

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: Corient Private Wealth LP ($3.45M), Total Wealth Planning LLC ($992.75K), NewEdge Advisors LLC ($447.22K), Momentous Wealth Management Inc. ($178.55K), Lakeshore Financial Planning Inc. ($164.48K), WPWealth LLP ($162.71K), and Merit Financial Group LLC ($149.36K).

Institutional investors have sold a total of 6,642,201 shares in the last 24 months. This volume of shares sold represents approximately $247.21M in transactions.


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Institutional ownership data for NYSEARCA:DFLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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