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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$30.84 -0.45 (-1.44%)
Closing price 08/1/2025 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)
239
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$132.36M
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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
8/1/2025PCA Investment Advisory Services Inc.52,746$1.64M0.7%+3.3%0.044%
8/1/2025Zhang Financial LLC56,975$1.77M0.1%+98.8%0.048%
8/1/2025Redwood Park Advisors LLC123,896$3.84M2.6%+7.6%0.104%
8/1/2025Advisory Alpha LLC356,569$11.06M0.3%+5.4%0.298%
8/1/2025Liberty Wealth Management LLC397,919$12.35M1.9%-1.9%0.333%
8/1/2025Fort Vancouver Investment Management LLC206,564$6.41M4.4%+26.5%0.173%
8/1/2025Envestnet Asset Management Inc.181,941$5.64M0.0%+18.9%0.152%
7/31/2025 Schoolcraft Capital LLC389,986$12.10M2.5%-16.2%0.326%
7/31/2025 BIP Wealth LLC80,638$2.50M0.2%+15.6%0.067%
7/31/2025 City State Bank48,540$1.51M0.5%+10.1%0.041%
7/31/2025 Focus Partners Advisor Solutions LLC95,156$2.95M0.0%+102.3%0.080%
7/31/2025 Curio Wealth LLC20,219$627K0.3%+48,040.5%0.017%
7/31/2025 Glass Jacobson Investment Advisors llc90,229$2.80M1.1%-1.6%0.075%
7/31/2025 LJI Wealth Management LLC32,130$997K0.2%-3.3%0.027%
7/30/2025 EnRich Financial Partners LLC937,615$29.09M8.9%-2.8%0.784%
7/30/2025 Forum Financial Management LP18,721$581K0.0%-1.9%0.016%
7/30/2025 Exencial Wealth Advisors LLC673,910$20.91M0.7%+18.1%0.563%
7/30/2025 Phillips Financial Management LLC1,314,950$40.79M3.0%+6.3%1.099%
7/30/2025 Studio Investment Management LLC145,873$4.53M0.9%+3.4%0.122%
7/30/2025 Clune & Associates LTD.63,554$1.97M0.5%+7.1%0.053%
7/30/2025 Mills Wealth Advisors LLC102,309$3.17M1.5%+27.4%0.086%
7/29/2025 Chicago Partners Investment Group LLC396,169$12.66M0.4%+0.4%0.331%
7/29/2025 Disciplined Investments LLC314,162$9.75M4.1%+24.2%0.263%
7/29/2025 Signature Estate & Investment Advisors LLC56,831$1.76M0.0%+21.4%0.047%
7/29/2025 Stratos Wealth Partners LTD.7,283$226K0.0%N/A0.006%
7/29/2025 Stratos Wealth Advisors LLC32,709$1.02M0.1%+24.4%0.027%
7/29/2025 Aire Advisors LLC55,006$1.71M0.3%+120.1%0.046%
7/28/2025 Morris Financial Concepts Inc.66,652$2.07M0.8%+12.8%0.056%
7/28/2025 EQ Wealth Advisors LLC14,831$460K0.3%-90.0%0.012%
7/28/2025 Strategent Financial LLC90,903$2.82M2.2%+14.2%0.076%
7/28/2025 Sterling Financial Planning Inc.31,344$972K0.3%+25.4%0.026%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.11,410$354K0.1%+44.6%0.010%
7/28/2025 RFG Advisory LLC316,789$9.83M0.2%-31.9%0.265%
7/25/2025 Wealth Architects LLC575,555$17.85M1.8%-2.0%0.481%
7/25/2025 Ruedi Wealth Management Inc.226,261$7.02M2.1%-29.2%0.189%
7/25/2025 Index Fund Advisors Inc.1,068,530$33.15M1.9%+8.9%0.893%
7/25/2025 Acorn Creek Capital LLC749,894$23.26M9.7%+21.0%0.627%
7/25/2025 LRI Investments LLC197,594$6.13M0.5%-1.2%0.165%
7/25/2025 CWM LLC5,507$171K0.0%+243.1%0.005%
7/24/2025 Drucker Wealth 3.0 LLC54,333$1.71M0.3%+170.8%0.045%
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7/24/2025 Eastern Bank75,007$2.33M0.0%-23.4%0.063%
7/24/2025 FinDec Wealth Services Inc.373,645$11.59M12.1%-4.4%0.312%
7/24/2025 Blue Trust Inc.157,093$4.87M0.1%+2.0%0.131%
7/24/2025 Cyndeo Wealth Partners LLC115,715$3.59M0.2%+2.6%0.097%
7/24/2025 Vantage Point Financial LLC100,250$3.11M1.4%+0.9%0.084%
7/24/2025 IFP Advisors Inc14,364$446K0.0%-12.0%0.012%
7/23/2025 Austin Asset Management Co Inc403,310$12.51M2.5%+16.8%0.337%
7/23/2025 Clear Creek Financial Management LLC36,744$1.14M0.1%+2.1%0.031%
7/23/2025 Sax Wealth Advisors LLC256,989$7.97M0.5%+16.1%0.215%
7/23/2025 First Financial Group Corp107,322$3.33M3.3%+17.4%0.090%
7/23/2025 Wealth Management Nebraska10,636$329K0.0%N/A0.009%
7/23/2025 Pillar Financial Advisors LLC256,140$7.95M5.5%+5.9%0.214%
7/23/2025 Mraz Amerine & Associates Inc.63,699$1.98M0.3%-12.5%0.053%
7/22/2025 Capital Advisors Inc. OK7,844$243K0.0%N/A0.007%
7/22/2025 Merit Financial Group LLC162,652$5.05M0.1%-13.5%0.136%
7/22/2025 Gemmer Asset Management LLC243,224$7.55M0.7%+2.9%0.203%
7/22/2025 Wealthcare Advisory Partners LLC100,936$3.13M0.1%+261.9%0.084%
7/22/2025 Hill Island Financial LLC566,242$17.57M4.9%-0.9%0.473%
7/21/2025 Quent Capital LLC1,058,596$32.84M3.2%-8.2%0.885%
7/21/2025 Triad Wealth Partners LLC14,721$457K0.1%+118.3%0.012%
7/18/2025 GEN Financial Management INC.60,665$1.88M1.5%+5.4%0.050%
7/18/2025 Parkwoods Wealth Partners LLC16,816$522K0.3%N/A0.014%
7/18/2025 PBMares Wealth Management LLC11,766$365K0.1%+34.8%0.010%
7/17/2025 Melfa Wealth Management Inc.15,845$492K0.3%-13.6%0.013%
7/17/2025 Eclectic Associates Inc. ADV248,324$7.70M1.7%+75.6%0.209%
7/17/2025 DiNuzzo Private Wealth Inc.1,818,553$56.41M6.7%+1.7%1.531%
7/17/2025 Summit Financial Strategies Inc.1,913,371$59.35M5.5%+5.3%1.611%
7/17/2025 Elser Financial Planning Inc8,151$253K0.0%N/A0.007%
7/17/2025 Oceanside Advisors LLC25,190$781K0.5%+24.2%0.021%
7/17/2025 Porter White Investment Advisors Inc.66,141$2.05M1.0%-6.9%0.056%
7/17/2025 Mustard Seed Financial LLC169,182$5.25M3.8%+11.5%0.142%
7/17/2025 Willow Creek Wealth Management Inc.32,954$1.02M0.1%+157.4%0.028%
7/17/2025 Avior Wealth Management LLC29,767$923K0.0%-75.2%0.025%
7/17/2025 SC&H Financial Advisors Inc.61,946$1.92M0.3%+21.6%0.052%
7/16/2025 Jentner Corp835,891$25.93M6.9%+14.4%0.704%
7/16/2025 Builder Investment Group Inc. ADV48,802$1.51M0.4%+26.7%0.041%
7/16/2025 Gradient Capital Advisors LLC100,792$3.13M0.9%+6.3%0.085%
7/16/2025 Vestia Personal Wealth Advisors51,131$1.59M1.0%+20.8%0.043%
7/16/2025 Destiny Wealth Partners LLC947,175$29.38M3.9%+0.5%0.798%
7/16/2025 BOS Asset Management LLC351,753$10.91M3.5%+3.1%0.296%
7/16/2025 Strategic Investment Solutions Inc. IL79,853$2.48M0.7%-42.4%0.067%
7/16/2025 TCI Wealth Advisors Inc.187,965$5.83M0.4%+65.4%0.158%
7/16/2025 Blue Oak Capital LLC213,277$6.62M3.5%-21.1%0.180%
7/16/2025 Perigon Wealth Management LLC21,275$660K0.0%+28.0%0.018%
7/16/2025 Plancorp LLC121,657$3.77M0.1%+167.2%0.102%
7/15/2025 Retirement Guys Formula LLC52,829$1.64M0.6%-1.7%0.044%
7/15/2025 Level Financial Advisors217,854$6.76M2.1%+0.9%0.183%
7/15/2025 Great Oak Capital Partners LLC846,779$26.70M7.6%+5.1%0.713%
7/15/2025 Total Wealth Planning LLC986,879$30.61M3.9%+12.0%0.831%
7/15/2025 Mather Group LLC.1,106,184$34.31M0.4%+5.5%0.932%
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7/15/2025 Evanson Asset Management LLC436,327$13.54M0.9%+0.8%0.367%
7/15/2025 Vannoy Advisory Group Inc.75,242$2.33M1.6%+3.3%0.063%
7/15/2025 Kelly Financial Group LLC387,042$12.01M1.9%+10.5%0.326%
7/15/2025 Fortitude Family Office LLC22,512$698K0.2%N/A0.019%
7/15/2025 Cordant Inc.160,938$4.99M2.4%+5.4%0.136%
7/15/2025 Bfsg LLC113,077$3.51M0.4%+3.1%0.095%
7/14/2025 Foster Group Inc.3,686,352$114.35M3.9%+8.1%3.111%
7/14/2025 Acropolis Investment Management LLC755,117$23.42M1.3%+0.5%0.637%
7/14/2025 Sentinel Pension Advisors LLC159,445$4.95M0.8%N/A0.135%
7/14/2025 Financial Harvest LLC36,530$1.13M0.8%N/A0.031%
(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, 276 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 ($197.88M), Corient Private Wealth LLC ($143.29M), Foster Group Inc. ($114.35M), Mosaic Family Wealth Partners LLC ($86.16M), Truepoint Inc. ($83.85M), and Pathstone Holdings LLC ($77.68M).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 265 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: EP Wealth Advisors LLC ($5.46M), Savant Capital LLC ($3.72M), Foster Group Inc. ($3.69M), Pathstone Holdings LLC ($3.23M), DiNuzzo Private Wealth Inc. ($1.91M), Summit Financial Strategies Inc. ($1.74M), and Truepoint Inc. ($1.74M).

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

Institutional investors have bought a total of 33,079,284 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 71 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: Eastern Bank ($836.31K), Pathstone Holdings LLC ($823.52K), NewEdge Advisors LLC ($317.88K), Liberty Wealth Management LLC ($292.51K), Advisory Alpha LLC ($286.54K), OneDigital Investment Advisors LLC ($251.85K), 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 4,332,411 shares in the last 24 months. This volume of shares sold represents approximately $132.36M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 8/2/2025 by MarketBeat.com Staff
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