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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$28.24 +0.08 (+0.28%)
Closing price 04/17/2025 04:10 PM Eastern
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$28.30 +0.06 (+0.21%)
As of 04/17/2025 04:42 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)
205
Total
Institutional Inflows
(last 12 months)
$953.91M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$65.96M
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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
4/18/2025Bfsg LLC109,625$3.35M0.4%+15.3%0.103%
4/17/2025Sprinkle Financial Consultants LLC91,168$2.79M1.8%+27.7%0.085%
4/17/2025GEM Asset Management LLC101,008$3.08M1.7%+10.9%0.095%
4/17/2025Cyndeo Wealth Partners LLC112,827$3.45M0.2%+8.0%0.106%
4/17/2025Acropolis Investment Management LLC751,285$22.97M1.4%+3.6%0.704%
4/16/2025 Wealth Enhancement Advisory Services LLC969,107$29.63M0.1%+15.2%0.908%
4/16/2025 Matauro LLC6,603$202K0.0%N/A0.006%
4/16/2025 Kelly Financial Group LLC350,315$10.71M1.8%+8.9%0.328%
4/16/2025 Schoolcraft Capital LLC465,294$14.22M2.8%+4.5%0.436%
4/16/2025 GEN Financial Management INC.57,572$1.76M1.2%-18.5%0.054%
4/15/2025 Total Wealth Planning LLC881,072$26.93M4.1%+7.7%0.826%
4/15/2025 Trinity Financial Advisors LLC55,817$1.71M0.3%-3.2%0.052%
4/15/2025 Corrigan Financial Inc.948,486$29.00M6.0%+52.5%0.889%
4/15/2025 Fiduciary Financial Group LLC210,764$5.88M1.2%+10.6%0.198%
4/15/2025 Wealthcare Advisory Partners LLC27,891$853K0.0%+53.5%0.026%
4/14/2025 Farther Finance Advisors LLC66,590$2.03M0.1%-1.3%0.062%
4/14/2025 Destiny Wealth Partners LLC942,845$28.82M4.6%+2.3%0.884%
4/14/2025 Pillar Financial Advisors LLC241,888$7.40M5.5%+8.2%0.227%
4/14/2025 Gemmer Asset Management LLC236,379$7.23M0.7%+1.1%0.222%
4/11/2025 Strategent Financial LLC79,572$2.43M2.2%+29.2%0.075%
4/11/2025 City State Bank44,085$1.35M0.4%+94.5%0.041%
4/11/2025 Disciplined Investments LLC253,036$7.74M3.6%+47.3%0.237%
4/11/2025 Foster Group Inc.3,411,049$104.28M3.9%+1.5%3.197%
4/10/2025 Eclectic Associates Inc. ADV141,445$4.32M1.2%+82.2%0.133%
4/10/2025 McGrath & Associates Inc.16,475$504K0.9%+2.6%0.015%
4/10/2025 Apella Capital LLC719,582$20.77M0.7%+168.1%0.674%
4/10/2025 DBK Financial Counsel LLC56,184$1.72M1.7%+2.7%0.053%
4/10/2025 Level Financial Advisors215,908$6.60M2.2%+9.7%0.202%
4/9/2025 RFG Advisory LLC465,464$14.23M0.4%+34.5%0.436%
4/9/2025 Merit Financial Group LLC188,109$5.75M0.1%N/A0.176%
4/8/2025 Advisory Alpha LLC8,343$255K0.0%-97.2%0.008%
4/4/2025 Quent Capital LLC1,152,876$35.24M3.7%+12.5%1.080%
4/3/2025 Collective Family Office LLC87,867$2.69M0.7%+15.6%0.084%
4/1/2025 Emprise Bank34,492$1.05M0.6%-10.6%0.033%
3/17/2025 Wealth Enhancement Advisory Services LLC841,429$25.27M0.0%+15.6%1.311%
3/7/2025Aegis Wealth Management LLC11,508$346K0.2%N/A0.018%
3/3/2025American Investment Services Inc.91,972$2.76M0.5%+8.2%0.143%
2/28/2025Brooklyn FI LLC108,382$3.42M0.6%N/A0.169%
2/20/2025Forum Financial Management LP21,024$631K0.0%N/A0.033%
2/19/2025Formidable Asset Management LLC14,865$446K0.1%N/A0.023%
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2/19/2025Pinney & Scofield Inc.79,971$2.40M1.9%N/A0.125%
2/18/2025McMill Wealth Management38,709$1.16M0.5%N/A0.060%
2/18/2025Investmark Advisory Group LLC77,468$2.33M1.1%+5.1%0.121%
2/18/2025Legacy Financial Group Inc.188,685$5.67M1.8%+11.9%0.294%
2/18/2025Mosaic Family Wealth Partners LLC2,633,316$79.08M11.4%+4.9%4.102%
2/18/2025Focus Partners Advisor Solutions LLC52,448$1.58M0.0%+119.2%0.082%
2/17/2025Waverly Advisors LLC191,396$5.75M0.1%-1.4%0.298%
2/17/2025Studio Investment Management LLC121,739$3.66M0.8%+21.8%0.190%
2/17/2025Quadcap Wealth Management LLC12,408$373K0.1%+15.9%0.019%
2/17/2025Pathstone Holdings LLC2,586,882$77.68M0.3%-23.3%4.029%
2/17/2025LRI Investments LLC210,960$6.34M0.5%+6.8%0.329%
2/17/2025Focus Partners Wealth144,800$4.35M0.0%+21.3%0.226%
2/17/2025Francis Financial Inc.373,443$11.22M2.6%+18.7%0.582%
2/17/2025D. E. Shaw & Co. Inc.15,577$468K0.0%-18.2%0.024%
2/17/2025EP Wealth Advisors LLC5,072,131$152.32M1.2%+46.5%7.901%
2/17/2025Captrust Financial Advisors8,426$253K0.0%-6.4%0.013%
2/17/2025Cary Street Partners Financial LLC9,256$278K0.0%N/A0.014%
2/17/2025Bank of America Corp DE320,591$9.63M0.0%+101.8%0.499%
2/17/2025BIP Wealth LLC54,404$1.63M0.1%+54.5%0.085%
2/14/2025Mercer Global Advisors Inc. ADV24,323$730K0.0%N/A0.038%
2/14/2025Jane Street Group LLC50,112$1.51M0.0%-10.5%0.078%
2/14/2025Rehmann Capital Advisory Group7,142$214K0.0%N/A0.011%
2/14/2025Parkshore Wealth Management Inc.16,465$494K0.3%N/A0.026%
2/14/2025Beacon Pointe Advisors LLC747,230$22.44M0.2%+2.8%1.164%
2/14/2025Betterment LLC437,930$13.15M0.0%+20.6%0.682%
2/14/2025Berger Financial Group Inc29,060$873K0.1%N/A0.045%
2/14/2025Topsail Wealth Management LLC958$29K0.0%N/A0.001%
2/14/2025OneDigital Investment Advisors LLC1,073,782$32.25M0.4%-9.8%1.673%
2/14/2025WPWealth LLP1,550,210$46.55M9.5%+7.6%2.415%
2/14/2025BOS Asset Management LLC317,734$9.54M3.4%+1.8%0.495%
2/14/2025Forum Financial Management LP21,024$631K0.0%N/A0.033%
2/13/2025Tobias Financial Advisors Inc.434,978$13.06M2.6%+8.5%0.678%
2/13/2025Strategic Investment Solutions Inc. IL107,365$3.16M1.0%+34.0%0.167%
2/13/2025NewEdge Advisors LLC855,266$25.68M0.2%-14.5%1.332%
2/13/2025Mariner LLC43,181$1.30M0.0%+9.5%0.067%
2/13/2025Peninsula Wealth LLC95,133$2.86M0.5%+0.4%0.148%
2/13/2025Keyes Stange & Wooten Wealth Management LLC14,320$430K0.3%N/A0.022%
2/13/2025 Glass Jacobson Investment Advisors llc91,657$2.75M0.9%-5.1%0.143%
2/13/2025Seneschal Advisors LLC13,454$404K0.3%N/A0.021%
2/13/2025EnRich Financial Partners LLC971,854$29.19M9.7%-0.6%1.514%
2/13/2025Redwood Park Advisors LLC112,524$3.38M2.3%N/A0.175%
2/13/2025Raymond James Financial Inc.48,571$1.46M0.0%N/A0.076%
2/13/2025Bank of Montreal Can959,344$28.81M0.0%+8.1%1.494%
2/13/2025Cerity Partners LLC572,686$17.20M0.0%+48.7%0.892%
2/13/2025Envestnet Asset Management Inc.96,235$2.89M0.0%+50.7%0.150%
2/13/2025Wells Fargo & Company MN1,250$38K0.0%-37.0%0.002%
2/12/2025Wescott Financial Advisory Group LLC489,036$14.69M1.5%+8.6%0.762%
2/12/2025Martin Worley Group225,972$6.79M4.2%N/A0.352%
2/12/2025Disciplined Investors L.L.C.36,160$1.09M1.1%N/A0.056%
2/12/2025Huntington National Bank3,136$94K0.0%+6,572.3%0.005%
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2/12/2025Sanctuary Wealth Management L.L.C.139,588$4.19M2.8%+105.8%0.217%
2/12/2025Stage Harbor Financial LLC434,882$13.06M11.4%+12.2%0.677%
2/12/2025JPMorgan Chase & Co.319,523$9.60M0.0%+782.8%0.498%
2/12/2025Foundation Wealth Management LLC PA10,100$303K0.1%N/A0.016%
2/12/2025Fort Vancouver Investment Management LLC80,055$2.40M2.0%+178.6%0.125%
2/12/2025Momentous Wealth Management Inc.174,905$5.25M4.4%N/A0.272%
2/11/2025Signature Estate & Investment Advisors LLC38,944$1.17M0.0%+452.1%0.061%
2/11/2025FineMark National Bank & Trust43,821$1.32M0.0%+3.8%0.068%
2/11/2025TAGStone Capital Inc.12,781$384K0.2%-12.5%0.020%
2/11/2025Clune & Associates LTD.58,988$1.77M0.6%N/A0.092%
(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, 249 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($205.41M), EP Wealth Advisors LLC ($152.32M), Corient Private Wealth LLC ($143.29M), Foster Group Inc. ($104.28M), Mosaic Family Wealth Partners LLC ($79.08M), Pathstone Holdings LLC ($77.68M), and Pathstone Family Office LLC ($70.53M).Learn more on DFLV's institutional investors.

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

Of the 239 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: EP Wealth Advisors LLC ($5.07M), Savant Capital LLC ($3.74M), Foster Group Inc. ($3.41M), Pathstone Holdings LLC ($3.23M), Truepoint Inc. ($2.00M), DiNuzzo Private Wealth Inc. ($1.88M), and Cable Hill Partners LLC ($1.54M).

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

Institutional investors have bought a total of 57,792,119 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

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

Of the 61 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 Holdings LLC ($823.52K), Liberty Wealth Management LLC ($292.20K), Advisory Alpha LLC ($286.54K), Pathstone Family Office LLC ($160.23K), FinDec Wealth Services Inc. ($159.44K), NewEdge Advisors LLC ($144.73K), and RFG Advisory LLC ($140.38K).

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

Institutional investors have sold a total of 3,112,267 shares in the last 24 months. This volume of shares sold represents approximately $90.39M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 4/18/2025 by MarketBeat.com Staff
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