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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$39.71 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
306
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$133.24M
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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
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%
6/18/2026Western Wealth Management LLC6,490$232K0.0%N/A0.004%
6/3/2026DBK Financial Counsel LLC129,154$4.61M3.5%+15.7%0.083%
6/3/2026NewEdge Advisors LLC181,585$6.48M0.0%-7.9%0.117%
6/1/2026Keel Point LLC12,382$442K0.0%N/A0.008%
5/22/2026Segall Bryant & Hamill LLC9,531$342K0.0%N/A0.006%
5/19/2026Western Wealth Management LLC6,490$232K0.0%N/A0.004%
5/19/2026NewEdge Advisors LLC181,387$6.48M0.1%-8.0%0.117%
5/19/2026Bank of America Corp DE958,442$34.23M0.0%-0.8%0.617%
5/18/2026Royal Bank of Canada147,534$5.27M0.0%+543.5%0.095%
5/18/2026Envision Financial Planning LLC95,430$3.41M1.2%+1.1%0.061%
5/16/2026Quantinno Capital Management LP103,757$3.71M0.0%+106.6%0.067%
5/15/2026Cardiff Park Advisors LLC27,034$965K0.1%-6.3%0.017%
5/15/2026Everest Financial Group LLC17,264$616K0.1%N/A0.011%
5/15/2026Vawter Financial Ltd.139,619$4.99M2.1%+0.3%0.090%
5/15/2026Waverly Advisors LLC225,065$8.04M0.1%+17.9%0.145%
5/14/2026Renaissance Technologies LLC74,900$2.68M0.0%N/A0.048%
5/14/2026Hilltop Holdings Inc.8,206$293K0.0%-38.3%0.005%
5/14/2026Compound Planning Inc.10,193$364K0.0%N/A0.007%
5/14/2026CLG LLC112,713$4.03M1.0%+8.2%0.073%
5/14/2026Lido Advisors LLC63,619$2.27M0.0%-45.5%0.041%
5/14/2026Monograph Wealth Advisors LLC295,228$10.54M1.0%+13.9%0.190%
5/13/2026Cetera Investment Advisers3,667,210$130.96M0.1%+58.0%2.361%
5/13/2026American Investment Services Inc.130,052$4.64M1.0%+16.8%0.084%
5/13/2026Sachem Hill LLC427,260$15.26M3.0%+5.2%0.275%
5/12/2026Fortis Capital Management LLC28,052$1.00M0.1%+308.4%0.018%
5/8/2026Wilkerson Advisory Group LLC63,463$2.27M0.8%N/A0.041%
5/7/2026Earned Wealth Advisors LLC5,915$211K0.0%-4.8%0.004%
5/7/2026Balefire LLC5,807$207K0.0%N/A0.004%
5/6/2026Sterling Financial Planning Inc.28,375$1.01M0.3%+4.6%0.018%
5/6/2026Zhang Financial LLC46,973$1.68M0.1%-2.6%0.030%
5/6/2026Aire Advisors LLC54,322$1.94M0.4%-1.4%0.035%
5/6/2026Angeles Wealth Management LLC1,147$41K0.0%N/A0.001%
5/6/2026Oder Investment Management LLC23,709$847K0.7%+50.6%0.015%
5/5/2026Golden Bell Financial Planning LLC275,360$9.83M7.8%+5.5%0.177%
5/5/2026Financial Harvest LLC76,600$2.74M1.6%+20.7%0.049%
5/5/2026Ferguson Johnson Wealth Management Inc61,598$2.20M1.8%+7.3%0.040%
5/5/2026Compass Financial Group Inc.96,871$3.46M1.6%+9.3%0.062%
5/5/2026Sanctuary Advisors LLC66,711$2.38M0.0%+8.9%0.043%
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5/5/2026Cornerstone Advisory LLC5,939$212K0.0%N/A0.004%
5/4/2026Summit Wealth Group LLC102,082$3.65M0.8%+2.4%0.066%
5/4/2026Chicago Partners Investment Group LLC373,652$13.96M0.3%-4.5%0.241%
5/4/2026Ruedi Wealth Management Inc.260,194$9.29M2.4%+11.3%0.168%
5/4/2026Vantage Point Financial LLC85,625$3.06M1.1%-4.3%0.055%
5/2/2026Navigate Wealth Management LLC291,137$10.87M7.6%N/A0.187%
5/1/2026Summit Financial Strategies Inc.2,408,269$86.00M6.8%+9.4%1.562%
5/1/2026Sequoia Financial Advisors LLC201,543$7.20M0.0%-21.3%0.131%
4/30/2026Team Hewins LLC944,372$33.72M10.0%+3.2%0.612%
4/30/2026Valued Wealth Advisors LLC9,880$353K0.1%+164,566.7%0.006%
4/30/2026Mosaic Family Wealth Partners LLC2,995,202$106.96M10.9%+1.3%1.942%
4/30/2026Kestra Advisory Services LLC48,601$1.74M0.0%+1.5%0.032%
4/30/2026Austin Asset Management Co Inc432,188$15.43M2.6%+0.5%0.280%
4/30/2026CFS Investment Advisory Services LLC12,787$478K0.0%-12.4%0.008%
4/30/2026Staley Capital Advisers Inc.68,994$2.46M0.1%+29.1%0.045%
4/29/2026Oceanside Advisors LLC30,235$1.08M0.6%+12.3%0.020%
4/29/2026Canvas Wealth Advisors LLC9,913$354K0.1%-10.8%0.006%
4/28/2026Pine Harbor Wealth Management LLC77,770$2.78M0.8%-9.7%0.051%
4/28/2026Berger Financial Group Inc49,697$1.78M0.1%-3.8%0.032%
4/27/2026TCI Wealth Advisors Inc.294,720$10.52M0.6%+9.0%0.192%
4/27/2026Apeiron RIA LLC91,678$3.27M0.8%+4.0%0.060%
4/27/2026Mustard Seed Financial LLC222,848$7.96M4.8%+10.5%0.145%
4/27/2026BIP Wealth LLC153,699$5.49M0.2%+18.5%0.100%
4/27/2026Legacy Financial Group Inc.286,884$10.25M2.7%+4.4%0.186%
4/27/2026Private Advisor Group LLC126,404$4.51M0.0%+18.6%0.082%
4/24/2026Root Financial Partners LLC3,143,873$112.27M5.2%+14.6%2.052%
4/24/2026Essex Financial Services Inc.65,124$2.33M0.1%+3.6%0.043%
4/24/2026Acorn Financial Advisory Services Inc. ADV62,659$2.24M0.3%+877.8%0.041%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.10,946$391K0.1%-4.3%0.007%
4/24/2026Equita Financial Network Inc.363,171$12.97M4.1%+11.8%0.237%
4/24/2026Johnson Wealth Management LLC174,681$6.24M3.0%+9.5%0.114%
4/23/2026Master S Wealth Management Inc.161,810$5.78M2.0%+13.3%0.106%
4/23/2026Drucker Wealth 3.0 LLC57,088$2.04M0.4%-6.6%0.037%
4/23/2026Formidable Asset Management LLC33,605$1.15M0.2%+3.1%0.022%
4/22/2026First Financial Group Corp136,991$4.89M4.0%+9.5%0.089%
4/22/2026LifeSteps Financial Inc.28,439$1.02M0.6%N/A0.019%
4/22/2026Vannoy Advisory Group Inc.71,395$2.55M1.6%-2.8%0.047%
4/22/2026Foundry Financial LLC426,999$15.25M6.5%+50.0%0.279%
4/21/2026Compass Advisory Group LLC554,370$19.80M5.3%N/A0.363%
4/21/2026RCS Financial Planning LLC11,633$415K0.2%-16.4%0.008%
4/21/2026Long Island Wealth Management Inc.22,146$791K0.4%+194.2%0.014%
4/21/2026Tumwater Wealth Management LLC894,899$31.96M12.9%+0.4%0.586%
4/21/2026Triangle Securities Wealth Management17,075$610K0.1%+88.7%0.011%
4/20/2026Factor Wealth Management LTD76,318$2.73M0.5%+3.0%0.050%
4/20/2026Strategent Financial LLC94,883$3.39M2.3%+0.4%0.062%
4/20/2026Blue Trust Inc.163,877$5.85M0.1%+6.3%0.107%
4/20/2026RFG Advisory LLC331,896$11.85M0.2%+2.3%0.217%
4/20/2026Apella Capital LLC1,464,732$54.71M0.8%+11.1%0.959%
4/18/2026Vermillion Wealth Management Inc.974$35K0.0%+58.4%0.001%
4/17/2026Discipline Wealth Solutions LLC6,856$245K0.0%N/A0.004%
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4/17/2026Ocean Park Asset Management LLC21,300$761K0.0%N/A0.014%
4/17/2026Clark Asset Management LLC15,266$545K0.1%+46.1%0.010%
4/16/2026Sprinkle Financial Consultants LLC127,214$4.54M2.1%+1.7%0.084%
4/16/2026Triad Wealth Partners LLC10,886$389K0.0%-23.7%0.007%
4/16/2026McClarren Financial Advisors Inc.10,948$391K0.2%+406.6%0.007%
3/11/2026Larry Mathis Financial Planning LLC15,751$539K0.5%N/A0.011%
3/9/2026Corient Private Wealth LLC6,263,508$214.28M0.2%+21.4%4.493%
2/27/2026Financially in Tune LLC26,299$900K0.8%N/A0.019%
2/26/2026BDFS Capital LLC109,865$3.76M1.9%N/A0.079%
2/23/2026McMill Wealth Management52,730$1.80M0.5%+5.4%0.038%


DFLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 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), Coldstream Capital Management Inc. ($151.91M), Foster Group Inc. ($141.74M), Cetera Investment Advisers ($130.96M), Truepoint Inc. ($116.67M), and Root Financial Partners LLC ($112.27M).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 ($11.37M), EP Wealth Advisors LLC ($8.63M), Coldstream Capital Management Inc. ($4.44M), Foster Group Inc. ($4.13M), Root Financial Partners LLC ($3.14M), Corient Private Wealth LLC ($2.89M), and Vise Technologies Inc. ($2.58M).

Institutional investors have bought a total of 50,942,205 shares in the last 24 months. This purchase volume represents approximately $1.69B in transactions.

Of the 94 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: Total Wealth Planning LLC ($992.75K), NewEdge Advisors LLC ($516.40K), Momentous Wealth Management Inc. ($178.55K), Merit Financial Group LLC ($174.81K), WPWealth LLP ($162.71K), RFG Advisory LLC ($148.68K), and Sequoia Financial Advisors LLC ($133.59K).

Institutional investors have sold a total of 4,022,385 shares in the last 24 months. This volume of shares sold represents approximately $133.24M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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