Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free DFLV Stock Alerts

Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$41.05 -0.01 (-0.02%)
Closing price 04:10 PM Eastern
Extended Trading
$41.05 0.00 (0.00%)
As of 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
288
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$249.87M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Vannoy Advisory Group Inc.67,268$2.70M1.6%-1.1%0.039%
10/13/2026PCA Investment Advisory Services Inc.40,528$1.63M0.4%+2.2%0.023%
10/13/2026Level Financial Advisors305,492$12.27M2.7%+1.0%0.176%
10/13/2026Sax Wealth Advisors LLC346,705$13.93M0.4%+11.4%0.199%
10/9/2026CogentBlue Wealth Advisors LLC13,226$531K0.5%-12.9%0.008%
10/9/2026Sprinkle Financial Consultants LLC124,986$5.02M1.9%+0.4%0.072%
10/9/2026Wedmont Private Capital5,786$236K0.0%N/A0.003%
10/9/2026BOS Asset Management LLC400,058$16.07M3.7%+4.8%0.231%
10/9/2026Eclectic Associates Inc. ADV1,280,833$51.45M5.8%N/A0.741%
10/9/2026Acropolis Investment Management LLC916,824$36.83M1.5%N/A0.530%
10/8/2026Factor Wealth Management LTD63,365$2.55M0.4%-6.0%0.037%
10/8/2026Farther Finance Advisors LLC229,719$9.23M0.1%+10.3%0.133%
10/8/2026Apeiron RIA LLC116,042$4.68M1.1%+20.3%0.067%
10/8/2026Apella Capital LLC1,975,047$80.05M1.0%+28.6%1.142%
10/8/2026Everhart Financial Group Inc.9,067$364K0.0%+36.1%0.005%
10/8/2026Avidian Wealth Enterprises LLC106,965$4.30M0.1%N/A0.062%
10/6/2026Financial Symmetry Inc9,927$399K0.1%N/A0.006%
10/5/2026Eastern Bank15,764$633K0.0%N/A0.009%
10/5/2026Collective Family Office LLC113,466$4.56M1.0%+3.1%0.066%
9/23/2026Envestnet Asset Management Inc.736,899$29.14M0.0%+19.7%0.443%
9/21/2026Premier Financial Group1,138,364$45.01M9.8%-0.1%0.685%
9/18/2026Security National Bank of SO Dak9,955$394K0.2%+15.2%0.006%
9/18/2026Security National Bank of Sioux City Iowa IA24,585$972K0.4%+111.6%0.015%
9/9/2026Sequoia Financial Advisors LLC156,816$6.20M0.0%-22.2%0.094%
9/9/2026Gemmer Asset Management LLC300,648$11.89M0.8%+5.6%0.181%
9/9/2026Summit Financial Strategies Inc.2,481,330$98.11M6.9%+3.0%1.493%
9/9/2026RFG Advisory LLC340,059$13.45M0.2%+2.5%0.205%
9/9/2026NewEdge Advisors LLC175,267$6.93M0.0%-3.5%0.105%
9/9/2026IFP Advisors Inc20,791$822K0.0%-23.7%0.013%
9/9/2026Baird Financial Group Inc.28,845$1.14M0.0%+39.3%0.017%
9/9/2026XY Planning Network Inc.7,347$291K0.0%N/A0.004%
9/8/2026Mraz Amerine & Associates Inc.56,415$2.23M0.3%-2.0%0.034%
9/8/2026Allworth Financial LP377,908$14.94M0.1%+6.1%0.227%
9/8/2026Waverly Advisors LLC221,536$8.76M0.1%-1.6%0.133%
8/27/2026Corient Private Wealth LP3,318,287$131.21M0.2%-51.0%1.997%
8/25/2026Tobias Financial Advisors Inc.715,031$28.27M3.4%+3.4%0.430%
8/23/2026Studio Investment Management LLC184,091$7.28M1.2%+8.4%0.111%
8/22/2026Lakeshore Financial Planning Inc.767,113$30.33M9.8%-17.7%0.462%
8/22/2026Concurrent Investment Advisors LLC19,946$789K0.0%N/A0.012%
8/21/2026WorthPointe LLC19,139$757K0.2%+19.2%0.012%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
7/10/2026DiNuzzo Private Wealth Inc.1,758,222$69.52M6.9%-2.6%1.082%
7/10/2026Canvas Wealth Advisors LLC10,913$432K0.1%+10.1%0.007%
7/10/2026Fiduciary Financial Group LLC300,749$11.89M1.3%+20.9%0.185%
7/10/2026Wealthcare Advisory Partners LLC102,930$4.07M0.1%+4.3%0.063%
7/9/2026CPA Asset Management Group LLC205,170$8.11M2.3%N/A0.126%
7/9/2026Everhart Financial Group Inc.6,661$263K0.0%-52.0%0.004%
7/9/2026Sax Wealth Advisors LLC311,098$12.30M0.5%+8.0%0.191%
7/9/2026West Financial Advisors LLC471,407$18.64M2.8%-17.6%0.290%
7/8/2026Sprinkle Financial Consultants LLC124,514$4.92M1.9%-2.1%0.077%
7/8/2026Strategic Investment Solutions Inc. IL80,610$3.19M0.7%+6.9%0.050%
7/8/2026Factor Wealth Management LTD67,402$2.67M0.4%-11.7%0.041%
7/8/2026Twin Cities Retirement Group LLC10,401$411K0.4%-3.2%0.006%
7/8/2026Apella Capital LLC1,536,111$61.26M0.9%+4.9%0.945%
7/8/2026Evanson Financial LLC611,465$24.18M1.2%N/A0.377%
7/8/2026Eclectic Associates Inc. ADV1,032,580$40.83M4.6%+54.2%0.636%
7/7/2026180 Wealth Advisors LLC14,566$576K0.1%N/A0.009%
7/7/2026Foster Group Inc.4,003,590$158.30M4.2%-1.4%2.465%
7/7/2026Dynamic Advisor Solutions LLC10,135$401K0.0%+12.5%0.006%
7/7/2026Trinity Financial Advisors LLC471,031$18.63M4.8%+1.8%0.290%
7/2/2026Collective Family Office LLC110,012$4.35M0.9%+0.8%0.068%
7/1/2026Eastern 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%
5/5/2026Cornerstone Advisory LLC5,939$212K0.0%N/A0.004%


DFLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 393 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 373 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 Eclectic Associates Inc. ADV ($2.12M).

Institutional investors have bought a total of 42,160,426 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 82 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 ($453.54K), Momentous Wealth Management Inc. ($178.55K), Sequoia Financial Advisors LLC ($178.31K), Lakeshore Financial Planning Inc. ($164.48K), and WPWealth LLP ($162.71K).

Institutional investors have sold a total of 6,709,073 shares in the last 24 months. This volume of shares sold represents approximately $249.87M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel