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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$31.76 -0.15 (-0.47%)
(As of 11/15/2024 ET)
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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)
148
Total
Institutional Inflows
(last 12 months)
$746.53M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$35.97M
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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
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%
11/15/2024 Quantinno Capital Management LP11,389$351K0.0%N/A0.018%
11/15/2024 Investmark Advisory Group LLC73,741$2.27M1.1%+4.3%0.115%
11/15/2024 HighTower Advisors LLC1,241,079$38.26M0.1%+19.3%1.933%
11/15/2024 Hilltop 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%
11/14/2024 Captrust Financial Advisors9,001$277K0.0%N/A0.014%
11/14/2024 Atlantic Union Bankshares Corp10,516$324K0.0%+6.9%0.016%
11/13/2024 Bank 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%
11/12/2024 Wescott Financial Advisory Group LLC450,176$13.87M1.5%+17.8%0.701%
11/12/2024 Truepoint Inc.2,058,111$63.41M1.7%+7.7%3.206%
11/12/2024 Advisory Services & Investments LLC191,878$5.91M4.0%+18.5%0.299%
11/12/2024 Cerity Partners LLC385,166$11.87M0.0%+131.6%0.600%
11/12/2024 Studio 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%
11/8/2024 BIP Wealth LLC35,204$1.09M0.1%N/A0.055%
11/7/2024 Pathstone Holdings LLC3,373,459$103.94M0.5%-1.1%5.255%
11/7/2024 EnRich Financial Partners LLC977,730$30.12M10.1%+1.8%1.523%
11/7/2024 Phillips Financial Management LLC870,256$26.81M2.1%+14.2%1.356%
11/7/2024 Envision Financial Planning LLC96,377$2.97M1.6%+19.7%0.150%
11/6/2024 SRS Capital Advisors Inc.632,499$19.49M1.7%-1.0%0.985%
11/6/2024 LJI Wealth Management LLC16,873$520K0.1%+40.0%0.026%
11/6/2024 Vawter Financial Ltd.112,844$3.48M2.1%-1.7%0.176%
11/6/2024 Linscomb Wealth Inc.45,827$1.41M0.1%+381.9%0.071%
11/6/2024 Signature Estate & Investment Advisors LLC7,054$217K0.0%N/A0.011%
11/6/2024 BluePointe Capital Management LLC37,136$1.14M0.7%+42.0%0.058%
11/6/2024 OneDigital Investment Advisors LLC1,190,920$36.69M0.4%+12.0%1.855%
11/6/2024 Diversified Portfolios Inc.457,913$14.11M1.6%+23.5%0.713%
11/6/2024 Wealthstream Advisors Inc.7,127$220K0.0%N/A0.011%
11/6/2024 Cable Hill Partners LLC1,647,644$50.76M5.0%+12.1%2.566%
11/5/2024 Compass Financial Group Inc.52,706$1.62M0.8%+14.7%0.082%
11/5/2024 Vestia Personal Wealth Advisors27,132$836K0.7%+10.8%0.042%
11/4/2024 VeraBank N.A.352,676$10.87M3.2%+2.9%0.549%
11/4/2024 Sanctuary Wealth Management L.L.C.67,830$2.09M1.5%+62.3%0.106%
11/4/2024 Disciplined Investments LLC157,614$4.86M2.4%+24.1%0.246%
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11/4/2024 Liberty Wealth Management LLC412,675$12.72M2.2%-40.8%0.643%
11/2/2024 Francis Financial Inc.314,666$9.70M2.6%+48.0%0.490%
11/2/2024 Austin Asset Management Co Inc333,355$10.27M2.1%+4.8%0.519%
11/1/2024 Capital Performance Advisors LLP5,983$184K0.1%N/A0.009%
11/1/2024 Lakeshore Financial Planning Inc.583,329$17.97M7.9%-1.4%0.909%
10/31/2024 Wealth Architects LLC492,397$15.17M1.7%+17.0%0.767%
10/29/2024 Chicago Partners Investment Group LLC360,965$11.20M0.4%+17.0%0.562%
10/29/2024 Farther Finance Advisors LLC55,909$1.72M0.1%+57.3%0.087%
10/29/2024 Oceanside Advisors LLC16,831$519K0.4%-3.2%0.026%
10/25/2024 Voisard Asset Management Group Inc.5,473$169K0.1%N/A0.009%
10/25/2024 S.A. Mason LLC2,853$88K0.0%N/A0.004%
10/25/2024 Fort Vancouver Investment Management LLC28,736$885K0.8%+1,749.2%0.045%
10/25/2024 PBMares Wealth Management LLC8,532$263K0.1%+12.8%0.013%
10/25/2024 SC&H Financial Advisors Inc.50,307$1.55M0.3%-5.5%0.078%
10/24/2024 TCI 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%
10/24/2024 Modera 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%
10/23/2024 Allworth Financial LP107,060$3.30M0.0%-15.4%0.167%
10/23/2024 Strategic Investment Solutions Inc. IL80,095$2.47M0.7%+10.6%0.125%
10/23/2024 Mraz Amerine & Associates Inc.76,453$2.36M0.4%-2.4%0.119%
10/23/2024 Index Fund Advisors Inc.871,560$26.85M1.4%+14.5%1.358%
10/22/2024 Sprinkle Financial Consultants LLC70,960$2.19M1.6%+5.3%0.111%
10/22/2024 Ruedi Wealth Management Inc.252,259$7.77M2.7%+22.4%0.393%
10/22/2024 Maryland Capital Advisors Inc.91,049$2.81M1.4%+32.3%0.142%
10/22/2024 Private Advisor Group LLC44,991$1.39M0.0%+9.5%0.070%
10/22/2024 Eastern Bank909,558$28.02M0.5%+1.0%1.417%
10/21/2024 Builder Investment Group Inc. ADV32,354$997K0.3%+16.7%0.050%
10/21/2024 Retirement Guys Formula LLC73,125$2.25M1.0%+4.0%0.114%
10/21/2024 Mills Wealth Advisors LLC68,236$2.10M1.4%+22.7%0.106%
10/19/2024Cyndeo Wealth Partners LLC102,126$3.15M0.2%N/A0.159%
10/19/2024Werba Rubin Papier Wealth Management25,286$779K0.2%+15.9%0.039%
10/18/2024Vannoy Advisory Group Inc.75,114$2.31M1.7%-0.9%0.117%
10/18/2024Blue Trust Inc.95,900$2.77M0.0%-7.9%0.149%
10/18/2024Stratos Wealth Advisors LLC16,362$504K0.0%+81.9%0.025%
10/17/2024Sax Wealth Advisors LLC218,800$6.74M0.6%+6.4%0.341%
10/17/2024RFG Advisory LLC329,555$10.15M0.3%+13.1%0.513%
10/17/2024Cordant Inc.146,723$4.52M2.3%+18.6%0.229%
10/17/2024DiNuzzo Private Wealth Inc.1,829,105$56.36M7.0%-1.2%2.849%
10/16/2024 Summit Financial Strategies Inc.1,516,408$46.72M5.3%+15.1%2.362%
10/16/2024 Sensible Money LLC14,290$440K0.2%+15.2%0.022%
10/16/2024 Bfsg LLC94,473$2.91M0.3%+30.6%0.147%
10/16/2024 BOS Asset Management LLC312,064$9.62M3.5%+10.3%0.486%
10/16/2024 Stage Harbor Financial LLC387,640$12.12M10.2%+9.4%0.604%
10/16/2024 Destiny Wealth Partners LLC849,601$26.18M4.6%+0.3%1.323%
10/16/2024 Asset Dedication LLC14,222$438K0.0%+16.0%0.022%
10/16/2024 Acorn Creek Capital LLC582,406$17.94M9.5%+7.5%0.907%
10/15/2024 Zhang Financial LLC29,689$915K0.1%-5.0%0.046%
10/15/2024 Mustard Seed Financial LLC123,834$3.82M3.2%+28.6%0.193%
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10/11/2024 Creative Planning58,122$1.79M0.0%+6.5%0.091%
10/10/2024 City State Bank15,985$492K0.2%+410.7%0.025%
10/10/2024 Total Wealth Planning LLC735,909$22.67M3.5%+8.8%1.146%
10/10/2024 Level Financial Advisors170,862$5.26M2.0%+80.3%0.266%
10/10/2024 Fiduciary Financial Group LLC180,617$5.55M1.3%+15.5%0.281%
10/9/2024 GEM Asset Management LLC69,221$2.13M1.2%+46.1%0.108%
10/8/2024 Great Oak Capital Partners LLC794,526$24.60M8.5%+1.8%1.238%
10/8/2024 Evanson Asset Management LLC344,804$10.62M0.8%-4.4%0.537%
10/8/2024 Mather Group LLC.807,845$24.89M0.3%-4.7%1.258%
10/7/2024 Foster Group Inc.3,303,117$101.77M3.8%+0.5%5.145%
(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, 183 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 176 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 49,739,588 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 44 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 1,615,732 shares in the last 24 months. This volume of shares sold represents approximately $45.29M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 11/17/2024 by MarketBeat.com Staff
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