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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$37.98 +0.36 (+0.96%)
As of 04:10 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)
305
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$162.81M
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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
5/5/2026Compass 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%
5/5/2026 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%
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%
4/22/2026 LifeSteps Financial Inc.28,439$1.02M0.6%N/A0.019%
4/22/2026 Vannoy Advisory Group Inc.71,395$2.55M1.6%-2.8%0.047%
4/22/2026 Foundry Financial LLC426,999$15.25M6.5%+50.0%0.279%
4/21/2026 Compass Advisory Group LLC554,370$19.80M5.3%N/A0.363%
4/21/2026 RCS Financial Planning LLC11,633$415K0.2%-16.4%0.008%
4/21/2026 Long Island Wealth Management Inc.22,146$791K0.4%+194.2%0.014%
4/21/2026 Tumwater Wealth Management LLC894,899$31.96M12.9%+0.4%0.586%
4/21/2026 Triangle Securities Wealth Management17,075$610K0.1%+88.7%0.011%
4/20/2026 Factor Wealth Management LTD76,318$2.73M0.5%+3.0%0.050%
4/20/2026 Strategent Financial LLC94,883$3.39M2.3%+0.4%0.062%
4/20/2026 Blue Trust Inc.163,877$5.85M0.1%+6.3%0.107%
4/20/2026 RFG Advisory LLC331,896$11.85M0.2%+2.3%0.217%
4/20/2026 Apella Capital LLC1,464,732$54.71M0.8%+11.1%0.959%
4/18/2026 Vermillion Wealth Management Inc.974$35K0.0%+58.4%0.001%
4/17/2026 Discipline Wealth Solutions LLC6,856$245K0.0%N/A0.004%
4/17/2026 Ocean Park Asset Management LLC21,300$761K0.0%N/A0.014%
4/17/2026 Clark Asset Management LLC15,266$545K0.1%+46.1%0.010%
4/16/2026 Sprinkle Financial Consultants LLC127,214$4.54M2.1%+1.7%0.084%
4/16/2026 Triad Wealth Partners LLC10,886$389K0.0%-23.7%0.007%
4/16/2026 McClarren Financial Advisors Inc.10,948$391K0.2%+406.6%0.007%
3/11/2026 Larry 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%
2/27/2026 Financially in Tune LLC26,299$900K0.8%N/A0.019%
2/26/2026 BDFS Capital LLC109,865$3.76M1.9%N/A0.079%
2/23/2026McMill Wealth Management52,730$1.80M0.5%+5.4%0.038%
2/20/2026SB Capital Management Inc224,042$7.66M2.8%N/A0.161%
2/19/2026Professional Financial Solutions LLC ADV77,990$2.67M2.5%N/A0.056%
2/19/2026 Axxcess Wealth Management LLC18,310$626K0.0%N/A0.013%
2/19/2026Corient Private Wealth LLC5,967,378$204.14M0.1%+15.7%4.281%
2/18/2026Mercer Global Advisors Inc. ADV7,287$249K0.0%+19.0%0.005%
2/18/2026Beacon Pointe Advisors LLC2,075,239$70.99M0.5%+12.0%1.489%
2/18/2026EP Wealth Advisors LLC3,126,872$106.97M0.6%N/A2.243%
2/18/2026NewEdge Advisors LLC197,246$6.75M0.0%-5.7%0.141%
2/18/2026Vance Wealth LLC198,367$6.79M2.0%+16.7%0.142%
2/18/2026Sterling Wealth Management Inc.373,537$12.78M3.6%+13.6%0.268%
2/18/2026 Stage Harbor Financial LLC632,635$21.64M14.6%+4.4%0.454%
2/18/2026Opus Financial Solutions LLC15,782$540K0.5%N/A0.011%
2/17/2026 Redwood Park Advisors LLC151,940$5.20M3.5%+18.6%0.109%
2/17/2026AQR Capital Management LLC13,491$462K0.0%+42.5%0.010%
2/17/2026Cetera Investment Advisers2,321,233$79.41M0.1%+15.1%1.665%
2/17/2026Cardiff Park Advisors LLC28,858$987K0.1%-13.3%0.021%
2/17/2026Envision Financial Planning LLC94,425$3.23M1.2%+4.5%0.068%
2/17/2026Momentous Wealth Management Inc.25,119$859K0.5%-87.5%0.018%
2/17/2026Hilltop Holdings Inc.13,299$455K0.0%-21.2%0.010%
2/17/2026Equitable Holdings Inc.55,510$1.90M0.0%+0.8%0.040%
2/17/2026Wealth Architects LLC661,399$22.63M2.0%+9.1%0.474%
2/17/2026Osaic Holdings Inc.201,915$6.91M0.0%-1.9%0.145%
2/17/2026 Private Advisor Group LLC106,579$3.65M0.0%+3.6%0.076%
2/17/2026Donalies Financial Planning LLC9,112$312K0.3%N/A0.007%
2/17/2026Captrust Financial Advisors43,497$1.49M0.0%+6.6%0.031%
2/17/2026Royal Bank of Canada22,926$784K0.0%-48.2%0.016%
2/16/2026Seneschal Advisors LLC22,377$766K0.6%-2.0%0.016%
2/16/2026Tobias Financial Advisors Inc.599,978$20.53M2.9%+14.3%0.430%
2/16/2026 MML Investors Services LLC193,654$6.63M0.0%+8.2%0.139%
2/16/2026Mariner LLC942,514$32.24M0.0%+23.1%0.676%
2/16/2026Focus Partners Wealth270,266$9.25M0.0%+5.9%0.194%
2/16/2026E6 Portfolios LLC66,611$2.28M2.6%N/A0.048%
2/16/2026Arax Advisory Partners114,365$3.91M0.1%N/A0.082%
2/13/2026 Kestra Advisory Services LLC47,874$1.64M0.0%-1.0%0.034%
2/13/2026Fortis Capital Management LLC6,869$235K0.0%N/A0.005%
2/13/2026Stifel Financial Corp191,938$6.57M0.0%+6.5%0.138%
2/13/2026Smartleaf Asset Management LLC6,210$214K0.0%N/A0.004%
2/13/2026 Mosaic Family Wealth Partners LLC2,957,759$101.19M11.1%-3.1%2.122%


DFLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFLV shares?

During the previous two years, 371 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), Truepoint Inc. ($116.67M), Root Financial Partners LLC ($112.27M), and EP Wealth Advisors LLC ($106.97M).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 355 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 ($8.98M), 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).

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

Institutional investors have bought a total of 53,650,192 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 97 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), Eastern Bank ($879.19K), NewEdge Advisors LLC ($658.02K), Momentous Wealth Management Inc. ($178.55K), Merit Financial Group LLC ($174.81K), WPWealth LLP ($162.71K), 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 5,007,428 shares in the last 24 months. This volume of shares sold represents approximately $162.81M in transactions.


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