Free Trial
→ This red-hot crypto opportunity could slam shut soon (From Wealthpin Pro) (Ad) Free DFLV Stock Alerts

Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

$31.23 +0.22 (+0.71%)
As of 01/17/2025 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)
155
Total
Institutional Inflows
(last 12 months)
$751.94M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$36.70M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC132,408$3.98M0.1%+84.9%0.206%
1/17/2025 Mustard Seed Financial LLC141,900$4.26M3.5%+14.6%0.221%
1/17/2025 Melfa Wealth Management Inc.21,587$648K0.4%+21.2%0.034%
1/17/2025 Global Trust Asset Management LLC1,054$32K0.0%-48.7%0.002%
1/17/2025 Advisory Alpha LLC294,884$8.86M0.3%+0.2%0.459%
1/16/2025 Gemmer Asset Management LLC233,749$7.02M0.7%+17.3%0.364%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.7,862$236K0.0%N/A0.012%
1/16/2025 Zhang Financial LLC28,564$858K0.0%-3.8%0.044%
1/16/2025 Evanson Asset Management LLC412,948$12.40M0.9%+19.8%0.643%
1/15/2025 Sax Wealth Advisors LLC207,196$6.22M0.5%-5.3%0.323%
1/15/2025 Wealthcare Advisory Partners LLC18,169$546K0.0%+29.6%0.028%
1/15/2025 Great Oak Capital Partners LLC805,545$24.34M8.1%+1.4%1.255%
1/15/2025 Total Wealth Planning LLC818,031$24.57M3.8%+11.2%1.274%
1/15/2025 Lauer Wealth LLC228,450$6.86M4.5%+0.2%0.356%
1/15/2025 Cordant Inc.155,004$4.66M2.4%+5.6%0.241%
1/14/2025 Builder Investment Group Inc. ADV34,952$1.05M0.3%+8.0%0.054%
1/14/2025 Apella Capital LLC268,367$8.06M0.3%+1,001.2%0.418%
1/14/2025 Acropolis Investment Management LLC725,152$21.78M1.3%+5.3%1.130%
1/14/2025 Park Avenue Securities LLC35,288$1.06M0.0%+120.1%0.055%
1/14/2025 Fiduciary Financial Group LLC190,519$5.69M1.2%+5.5%0.297%
1/14/2025 PCA Investment Advisory Services Inc.38,466$1.16M0.5%+80.7%0.060%
1/13/2025 AdvisorNet Financial Inc3,135$94K0.0%+291.9%0.005%
1/13/2025 Eastern Bank911,316$27.37M0.5%+0.2%1.419%
1/13/2025 Corrigan Financial Inc.621,907$18.68M4.3%+18.0%0.969%
1/13/2025 Emprise Bank38,572$1.16M0.7%-3.0%0.060%
1/13/2025 DBK Financial Counsel LLC54,717$1.64M1.7%+5.9%0.085%
1/13/2025 City State Bank22,660$680K0.2%+41.8%0.035%
1/10/2025 Trinity Financial Advisors LLC57,659$1.73M0.7%-16.1%0.090%
1/8/2025 Collective Family Office LLC76,036$2.28M0.6%+7.2%0.118%
1/7/2025 Strathmore Capital Advisors Inc.10,025$301K0.2%N/A0.016%
12/26/2024JPMorgan Chase & Co.36,194$1.12M0.0%+4,576.2%0.056%
11/19/2024McIlrath & Eck LLC2,334$72K0.0%N/A0.004%
11/18/2024RB Capital Management LLC7,748$239K0.1%N/A0.012%
11/15/2024LRI Investments LLC197,600$6.31M0.5%+6.4%0.308%
11/15/2024Glass Jacobson Investment Advisors llc96,619$2.98M1.0%-5.9%0.150%
11/15/2024MML Investors Services LLC11,934$368K0.0%+26.5%0.019%
11/15/2024EP Wealth Advisors LLC3,462,912$106.69M0.9%+29.9%5.394%
11/15/2024Jane Street Group LLC55,993$1.73M0.0%-8.6%0.087%
11/15/2024Quantinno Capital Management LP11,389$351K0.0%N/A0.018%
11/15/2024Investmark Advisory Group LLC73,741$2.27M1.1%+4.3%0.115%
Outperform BTC without owning any crypto? (Ad)

I want to let you in on what may be the hottest crypto discovery of all time… One that has NOTHING to do with creating a crypto wallet or touching ANY risky coin for that matter. Instead, it’s a way that could let regular folks like you and me target 10X the possible results you’d expect from buying Bitcoin … in just a fraction of the time It sounds nuts… trust me I know that… But just as I would hate for you to jump into any risky crypto asset… That’s exactly how I would hate for you to miss out on what could be a safer and better way to benefit from the crypto bull run of 2024. Which is why I’m giving you an opportunity to get all the details of this iconic crypto discovery with you for the first time ever… completely free…

If you want in, Just Click Here
11/15/2024HighTower Advisors LLC1,241,079$38.26M0.1%+19.3%1.933%
11/15/2024Hilltop Holdings Inc.10,225$315K0.0%-9.1%0.016%
11/14/2024 Acropolis Investment Management LLC688,873$21.22M1.3%+0.3%1.073%
11/14/2024Captrust Financial Advisors9,001$277K0.0%N/A0.014%
11/14/2024Atlantic Union Bankshares Corp10,516$324K0.0%+6.9%0.016%
11/13/2024Bank of Montreal Can887,521$27.32M0.0%+11.9%1.382%
11/12/2024Larson Financial Group LLC285,054$8.78M0.5%-8.1%0.444%
11/12/2024Wescott Financial Advisory Group LLC450,176$13.87M1.5%+17.8%0.701%
11/12/2024Truepoint Inc.2,058,111$63.41M1.7%+7.7%3.206%
11/12/2024Advisory Services & Investments LLC191,878$5.91M4.0%+18.5%0.299%
11/12/2024Cerity Partners LLC385,166$11.87M0.0%+131.6%0.600%
11/12/2024Studio Investment Management LLC99,911$3.08M0.6%+18.0%0.156%
11/8/2024 Avior Wealth Management LLC71,601$2.21M0.1%+490.3%0.112%
11/8/2024BIP Wealth LLC35,204$1.09M0.1%N/A0.055%
11/7/2024Pathstone Holdings LLC3,373,459$103.94M0.5%-1.1%5.255%
11/7/2024EnRich Financial Partners LLC977,730$30.12M10.1%+1.8%1.523%
11/7/2024Phillips Financial Management LLC870,256$26.81M2.1%+14.2%1.356%
11/7/2024Envision Financial Planning LLC96,377$2.97M1.6%+19.7%0.150%
11/6/2024SRS Capital Advisors Inc.632,499$19.49M1.7%-1.0%0.985%
11/6/2024LJI Wealth Management LLC16,873$520K0.1%+40.0%0.026%
11/6/2024Vawter Financial Ltd.112,844$3.48M2.1%-1.7%0.176%
11/6/2024Linscomb Wealth Inc.45,827$1.41M0.1%+381.9%0.071%
11/6/2024Signature Estate & Investment Advisors LLC7,054$217K0.0%N/A0.011%
11/6/2024BluePointe Capital Management LLC37,136$1.14M0.7%+42.0%0.058%
11/6/2024OneDigital Investment Advisors LLC1,190,920$36.69M0.4%+12.0%1.855%
11/6/2024Diversified Portfolios Inc.457,913$14.11M1.6%+23.5%0.713%
11/6/2024Wealthstream Advisors Inc.7,127$220K0.0%N/A0.011%
11/6/2024Cable Hill Partners LLC1,647,644$50.76M5.0%+12.1%2.566%
11/5/2024Compass Financial Group Inc.52,706$1.62M0.8%+14.7%0.082%
11/5/2024Vestia Personal Wealth Advisors27,132$836K0.7%+10.8%0.042%
11/4/2024VeraBank N.A.352,676$10.87M3.2%+2.9%0.549%
11/4/2024Sanctuary Wealth Management L.L.C.67,830$2.09M1.5%+62.3%0.106%
11/4/2024Disciplined Investments LLC157,614$4.86M2.4%+24.1%0.246%
11/4/2024Liberty Wealth Management LLC412,675$12.72M2.2%-40.8%0.643%
11/2/2024Francis Financial Inc.314,666$9.70M2.6%+48.0%0.490%
11/2/2024Austin Asset Management Co Inc333,355$10.27M2.1%+4.8%0.519%
11/1/2024Capital Performance Advisors LLP5,983$184K0.1%N/A0.009%
11/1/2024Lakeshore Financial Planning Inc.583,329$17.97M7.9%-1.4%0.909%
10/31/2024Wealth Architects LLC492,397$15.17M1.7%+17.0%0.767%
10/29/2024Chicago Partners Investment Group LLC360,965$11.20M0.4%+17.0%0.562%
10/29/2024Farther Finance Advisors LLC55,909$1.72M0.1%+57.3%0.087%
10/29/2024Oceanside Advisors LLC16,831$519K0.4%-3.2%0.026%
10/25/2024Voisard Asset Management Group Inc.5,473$169K0.1%N/A0.009%
10/25/2024S.A. Mason LLC2,853$88K0.0%N/A0.004%
10/25/2024Fort Vancouver Investment Management LLC28,736$885K0.8%+1,749.2%0.045%
10/25/2024PBMares Wealth Management LLC8,532$263K0.1%+12.8%0.013%
10/25/2024SC&H Financial Advisors Inc.50,307$1.55M0.3%-5.5%0.078%
10/24/2024TCI Wealth Advisors Inc.75,694$2.33M0.2%+9.6%0.118%
10/24/2024 Lauer Wealth LLC227,950$7.08M5.4%+1.7%0.355%
10/24/2024 Gemmer Asset Management LLC199,292$6.14M0.6%+4.6%0.310%
This red-hot crypto opportunity could slam shut soon (Ad)

The situation is clear: Crypto is a HUGE hit with investors. Bitcoin became so outrageously popular that early adopters had a shot at absolutely outrageous 14,510% gains or more over the last decade. And it’s far from the only time traders had a shot at obscene gains on crypto. With Ethereum, lucky traders who put $1,000 in 5 years ago and held through the ups and downs would have seen it turn into a staggering $709,740. And now there is a NEW blockchain seeing rapid adoption…

Get the full story when you click here NOW.
10/24/2024Modera Wealth Management LLC165,790$5.11M0.1%+0.4%0.258%
10/24/2024 Wealth Enhancement Advisory Services LLC728,014$22.43M0.0%+14.1%1.134%
10/23/2024Allworth Financial LP107,060$3.30M0.0%-15.4%0.167%
10/23/2024Strategic Investment Solutions Inc. IL80,095$2.47M0.7%+10.6%0.125%
10/23/2024Mraz Amerine & Associates Inc.76,453$2.36M0.4%-2.4%0.119%
10/23/2024Index Fund Advisors Inc.871,560$26.85M1.4%+14.5%1.358%
10/22/2024Sprinkle Financial Consultants LLC70,960$2.19M1.6%+5.3%0.111%
10/22/2024Ruedi Wealth Management Inc.252,259$7.77M2.7%+22.4%0.393%
10/22/2024Maryland Capital Advisors Inc.91,049$2.81M1.4%+32.3%0.142%
10/22/2024Private Advisor Group LLC44,991$1.39M0.0%+9.5%0.070%
(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, 190 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), EP Wealth Advisors LLC ($106.69M), Pathstone Holdings LLC ($103.94M), Foster Group Inc. ($101.77M), Corient Private Wealth LLC ($87.05M), Pathstone Family Office LLC ($70.53M), and Mosaic Family Wealth Partners LLC ($68.60M).Learn more on DFLV's institutional investors.

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

Of the 184 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), EP Wealth Advisors LLC ($3.46M), Foster Group Inc. ($3.30M), Pathstone Holdings LLC ($3.23M), Mosaic Family Wealth Partners LLC ($2.26M), DiNuzzo Private Wealth Inc. ($1.88M), and Truepoint Inc. ($1.82M).

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

Institutional investors have bought a total of 50,423,299 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

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

Of the 46 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: Liberty Wealth Management LLC ($291.08K), 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), and Savant Capital LLC ($99.00K).

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

Institutional investors have sold a total of 1,641,693 shares in the last 24 months. This volume of shares sold represents approximately $46.07M in transactions.


Related Companies

This page (NYSEARCA:DFLV) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
A deadly mistake in my prediction…
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored