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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

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$28.54
-0.15 (-0.52%)
(As of 05/1/2024 ET)
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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)
122
Total
Institutional Inflows
(last 12 months)
$665.20M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$25.64M
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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
5/1/2024Blue Trust Inc.104,136$3.12M0.0%+37.8%0.174%
5/1/2024 Envision Financial Planning LLC75,387$2.26M1.8%+18.4%0.126%
4/30/2024 Private Advisor Group LLC33,884$1.02M0.0%+27.8%0.056%
4/29/2024Commonwealth Equity Services LLC129,550$3.89M0.0%+15.0%0.216%
4/29/2024 PBMares Wealth Management LLC7,345$220K0.1%N/A0.012%
4/27/2024 Glass Jacobson Investment Advisors llc90,777$2.72M1.0%+5.7%0.151%
4/27/2024 Austin Asset Management Co Inc241,954$7.26M1.6%+3.0%0.403%
4/26/2024 RCS Financial Planning LLC12,214$366K0.2%-3.1%0.020%
4/26/2024 Chicago Partners Investment Group LLC278,202$8.09M0.3%+14.7%0.464%
4/26/2024 Sprinkle Financial Consultants LLC44,799$1.34M1.1%+2.3%0.075%
4/25/2024 Tilson Financial Group Inc.417,525$12.52M6.7%+26.2%0.696%
4/24/2024 Zhang Financial LLC31,252$937K0.1%+3.3%0.052%
4/24/2024 Acorn Creek Capital LLC525,021$15.75M9.9%+4.5%0.875%
4/24/2024 Gemmer Asset Management LLC163,950$4.92M0.6%+5.0%0.273%
4/24/2024 Essex Financial Services Inc.42,303$1.27M0.1%-6.2%0.071%
4/23/2024 Bfsg LLC65,953$1.98M0.3%+9.4%0.110%
4/23/2024 Warner Financial Inc.12,381$371K0.2%+32.4%0.021%
4/22/2024 Corrigan Financial Inc.421,865$12.65M3.2%+64.4%0.703%
4/19/2024 Level Financial Advisors60,497$1.81M0.8%+110.2%0.101%
4/19/2024 Retirement Guys Formula LLC75,153$2.25M1.1%-32.9%0.125%
4/18/2024 Total Wealth Planning LLC574,832$17.24M3.0%+16.0%1.949%
4/18/2024 Morris Financial Concepts Inc.26,826$805K0.4%+6.2%0.091%
4/18/2024 Francis Financial Inc.178,440$5.35M1.7%+18.4%0.605%
4/18/2024 Advisory Services & Investments LLC146,565$4.40M3.0%+17.1%0.497%
4/17/2024 Gradient Capital Advisors LLC41,524$1.25M0.5%+15.3%0.141%
4/17/2024 Annapolis Financial Services LLC1,178$35K0.0%-94.5%0.004%
4/17/2024 Family CFO Inc8,460$254K0.2%+91.5%0.029%
4/17/2024 Trinity Financial Advisors LLC70,039$2.10M0.9%+2.4%0.237%
4/17/2024 Criterion Capital Advisors LLC56,170$1.69M1.1%+14.1%0.190%
4/16/2024 Wealth Enhancement Advisory Services LLC661,986$19.85M0.1%+6.2%2.244%
4/15/2024 Disciplined Investments LLC114,554$3.44M1.9%+12.8%0.388%
4/15/2024 Schoolcraft Capital LLC352,625$10.58M2.5%+16.3%1.195%
4/13/2024 Evanson Asset Management LLC332,084$9.96M0.8%+63.4%1.126%
4/11/2024 Maryland Capital Advisors Inc.64,189$1.93M1.2%+11.0%0.218%
4/11/2024 RFG Advisory LLC281,124$8.43M0.3%+1.3%0.953%
4/9/2024 Collective Family Office LLC51,792$1.55M0.5%-1.4%0.176%
4/9/2024 Foster Group Inc.10,791$324K0.0%N/A0.037%
4/8/2024Emprise Bank44,086$1.32M0.9%N/A0.149%
2/28/2024EP Wealth Advisors LLC1,940,225$52.48M0.7%+34.3%6.577%
2/26/2024 Great Oak Capital Partners LLC587,734$15.90M8.5%N/A1.992%
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2/23/2024Regal Wealth Group Inc.822,968$22.12M13.6%-0.4%2.790%
2/23/2024 Chicago Partners Investment Group LLC242,570$6.54M0.3%+13.2%0.822%
2/16/2024Studio Investment Management LLC70,639$1.91M0.5%+0.8%0.239%
2/14/2024Pathstone Holdings LLC3,229,783$87.37M0.5%N/A10.948%
2/14/2024Elevate Wealth Advisory Inc.79,869$2.16M2.0%N/A0.271%
2/14/2024Wescott Financial Advisory Group LLC232,975$6.30M0.9%+20.6%0.790%
2/14/2024CFS Investment Advisory Services LLC14,605$395K0.1%N/A0.050%
2/13/2024Exencial Wealth Advisors LLC157,082$4.25M0.2%+118.3%0.532%
2/13/2024Vawter Financial Ltd.103,607$2.80M2.2%+76.5%0.351%
2/13/2024 Advisory Services & Investments LLC125,207$3.39M2.5%+23.9%0.424%
2/13/2024Legacy Financial Group Inc.105,562$2.86M1.2%+60.3%0.358%
2/13/2024Summit Financial Strategies Inc.650,374$17.59M2.7%N/A2.205%
2/13/2024Vannoy Advisory Group Inc.77,731$2.10M1.7%N/A0.263%
2/12/2024American Investment Services Inc.76,189$2.06M0.4%+171.5%0.258%
2/12/2024 Sprinkle Financial Consultants LLC43,807$1.19M1.2%N/A0.148%
2/12/2024 Keb Asset Management LLC13,311$360K0.1%N/A0.045%
2/9/2024Team Hewins LLC703,418$19.03M2.9%+8.8%2.384%
2/9/2024FineMark National Bank & Trust12,036$326K0.0%N/A0.041%
2/9/2024EverSource Wealth Advisors LLC2,545$69K0.0%N/A0.009%
2/9/2024Corient Private Wealth LLC3,218,158$87.05M0.2%+14.3%10.909%
2/8/2024Beacon Pointe Advisors LLC633,183$17.13M0.2%+15.4%2.146%
2/7/2024Avantax Advisory Services Inc.41,380$1.12M0.0%N/A0.140%
2/7/2024FinDec Wealth Services Inc.320,971$8.68M5.8%-33.2%1.088%
2/6/2024 Private Advisor Group LLC26,514$717K0.0%+128.0%0.090%
2/6/2024 Wealthcare Advisory Partners LLC9,011$244K0.0%N/A0.031%
2/6/2024TCI Wealth Advisors Inc.42,099$1.14M0.1%+93.6%0.143%
2/6/2024SYM FINANCIAL Corp13,072$354K0.1%N/A0.044%
2/6/2024VeraBank N.A.304,354$8.23M2.8%+20.1%1.032%
2/6/2024SRS Capital Advisors Inc.620,710$16.79M1.9%+5.0%2.104%
2/6/2024 Trinity Financial Advisors LLC68,417$1.85M0.9%+8.7%0.232%
2/6/2024DiNuzzo Private Wealth Inc.1,881,952$50.91M7.2%N/A6.379%
2/6/2024 Essex Financial Services Inc.45,108$1.22M0.1%-33.5%0.153%
2/5/2024Savant Capital LLC324,222$8.77M0.1%-20.5%1.099%
2/5/2024 Mather Group LLC.791,902$21.42M0.3%+12.4%2.684%
2/5/2024 Total Wealth Planning LLC495,687$13.41M2.4%+34.5%1.680%
2/2/2024McClarren Financial Advisors Inc.10,989$297K0.2%+59.0%0.037%
2/2/2024Compass Financial Group Inc.37,966$1.03M0.6%+17.7%0.129%
2/2/2024 Bfsg LLC60,299$1.63M0.2%N/A0.204%
2/1/2024Larson Financial Group LLC364,644$9.86M0.9%+16.6%1.236%
2/1/2024SC&H Financial Advisors Inc.52,791$1.43M0.4%+3.8%0.179%
2/1/2024 Cable Hill Partners LLC1,377,120$37.11M4.5%+12.6%4.668%
2/1/2024 Criterion Capital Advisors LLC49,215$1.33M1.0%N/A0.167%
2/1/2024 Gradient Capital Advisors LLC36,029$975K0.4%+107.5%0.122%
2/1/2024 Annapolis Financial Services LLC21,521$582K0.1%+45.7%0.073%
1/31/2024 Zhang Financial LLC30,244$818K0.1%N/A0.103%
1/31/2024 Family CFO Inc4,418$120K0.1%N/A0.015%
1/31/2024 Fonville Wealth Management LLC7,450$202K0.1%N/A0.025%
1/31/2024Mraz Amerine & Associates Inc.28,201$763K0.2%N/A0.096%
1/30/2024Diversified Portfolios Inc.122,179$3.31M0.5%+21.4%0.414%
1/30/2024 Warner Financial Inc.9,350$253K0.1%N/A0.032%
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1/29/2024Aire Advisors LLC19,252$521K0.1%+40.0%0.065%
1/29/2024 Schoolcraft Capital LLC303,074$8.20M2.1%+68.8%1.027%
1/29/2024 Morris Financial Concepts Inc.25,262$683K0.4%+74.5%0.086%
1/29/2024 Tilson Financial Group Inc.330,781$8.95M5.8%+94.5%1.121%
1/29/2024Mosaic Family Wealth Partners LLC2,083,625$56.36M9.7%-5.7%7.063%
1/26/2024Sandy Spring Bank54,393$1.47M0.1%+819.6%0.184%
1/26/2024Financial Counselors Inc.62,938$1.70M0.0%+164.8%0.213%
1/25/2024 RFG Advisory LLC277,469$7.51M0.3%-32.3%0.941%
1/25/2024Ruedi Wealth Management Inc.111,676$3.02M1.4%+219.1%0.379%
1/25/2024 Phillips Financial Management LLC533,180$14.42M1.3%+24.9%1.807%
(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, 132 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.91B), Pathstone Holdings LLC ($87.37M), Corient Private Wealth LLC ($87.05M), Pathstone Family Office LLC ($70.53M), Mosaic Family Wealth Partners LLC ($56.36M), EP Wealth Advisors LLC ($52.48M), and DiNuzzo Private Wealth Inc. ($50.91M).Learn more on DFLV's institutional investors.

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

Of the 131 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: Pathstone Family Office LLC ($3.50M), Pathstone Holdings LLC ($3.23M), Mosaic Family Wealth Partners LLC ($2.06M), EP Wealth Advisors LLC ($1.94M), DiNuzzo Private Wealth Inc. ($1.88M), Cable Hill Partners LLC ($1.38M), and Truepoint Inc. ($1.19M).

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

Institutional investors have bought a total of 34,752,358 shares in the last 24 months. This purchase volume represents approximately $888.18M in transactions.

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

Of the 17 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 Family Office LLC ($160.23K), FinDec Wealth Services Inc. ($159.44K), RFG Advisory LLC ($140.38K), Mosaic Family Wealth Partners LLC ($126.66K), Mutual Advisors LLC ($101.97K), Savant Capital LLC ($99.00K), and Vawter Financial Ltd. ($48.55K).

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

Institutional investors have sold a total of 970,942 shares in the last 24 months. This volume of shares sold represents approximately $25.64M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 5/2/2024 by MarketBeat.com Staff

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