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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$32.49 +0.09 (+0.26%)
As of 10:12 AM 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)
254
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$139.37M
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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
9/4/2025Osaic Holdings Inc.184,001$5.71M0.0%+23.5%0.152%
8/15/2025Tower Research Capital LLC TRC 6,487$201K0.0%-49.1%0.005%
8/15/2025Corient Private Wealth LLC5,629,872$174.64M0.2%+4.9%4.637%
8/15/2025Captrust Financial Advisors41,368$1.28M0.0%+4.8%0.034%
8/15/2025Seneschal Advisors LLC20,765$644K0.5%+47.0%0.017%
8/15/2025MML Investors Services LLC39,034$1.21M0.0%+97.5%0.032%
8/15/2025EP Wealth Advisors LLC7,789,534$241.63M1.6%+20.3%6.416%
8/15/2025Envision Financial Planning LLC86,284$2.68M1.3%-11.9%0.071%
8/15/2025Bank of America Corp DE849,607$26.36M0.0%+39.2%0.700%
8/15/2025Ameriprise Financial Inc.6,971$216K0.0%N/A0.006%
8/14/2025CLG LLC88,832$2.76M0.9%+2.1%0.073%
8/14/2025Jane Street Group LLC18,826$584K0.0%+3.4%0.016%
8/14/2025Raymond James Financial Inc.91,193$2.83M0.0%-3.1%0.075%
8/14/2025Betterment LLC603,824$18.73M0.0%+20.4%0.497%
8/14/2025Quantinno Capital Management LP25,556$793K0.0%+124.4%0.021%
8/14/2025NewEdge Advisors LLC612,943$19.01M0.1%-10.1%0.505%
8/14/2025Qube Research & Technologies Ltd5,105$158K0.0%+471.0%0.004%
8/14/2025Cerity Partners LLC969,393$30.07M0.1%+14.6%0.799%
8/13/2025Vance Wealth LLC155,473$4.82M1.6%+187.6%0.128%
8/13/2025M Holdings Securities Inc.35,694$1.10M0.2%N/A0.029%
8/13/2025Parkworth Wealth Management Inc.4,848$150K0.1%N/A0.004%
8/13/2025Beacon Pointe Advisors LLC806,797$25.03M0.3%+2.4%0.665%
8/13/2025Momentous Wealth Management Inc.203,671$6.32M4.1%+6.3%0.168%
8/13/2025Lido Advisors LLC69,887$2.17M0.0%N/A0.058%
8/13/2025Tobias Financial Advisors Inc.457,843$14.20M2.4%-3.4%0.377%
8/13/2025Northwestern Mutual Wealth Management Co.3,242$101K0.0%+214.5%0.003%
8/13/2025Choreo LLC25,273$784K0.0%+72.8%0.021%
8/12/2025Steward Partners Investment Advisory LLC2,907$90K0.0%-92.3%0.002%
8/12/2025Burk Holdings LLC308,361$9.57M6.0%N/A0.254%
8/12/2025Coldstream Capital Management Inc.1,830,037$56.77M0.9%N/A1.507%
8/12/2025Legacy Financial Group Inc.228,760$7.10M2.1%+12.7%0.188%
8/12/2025Cowa LLC29,854$926K0.4%+1.2%0.025%
8/12/2025Tableaux LLC10,159$315K0.0%N/A0.008%
8/12/2025JPMorgan Chase & Co.432,023$13.40M0.0%+9.1%0.356%
8/11/2025FineMark National Bank & Trust58,609$1.82M0.1%+40.3%0.049%
8/11/2025Diversified Portfolios Inc.652,553$20.24M1.9%+6.3%0.545%
8/11/2025Wescott Financial Advisory Group LLC561,403$17.42M1.7%+7.4%0.469%
8/11/2025Root Financial Partners LLC981,440$30.44M2.9%+105.1%0.820%
8/11/2025Mosaic Family Wealth Partners LLC2,901,838$90.02M11.5%+3.0%2.425%
8/8/2025Tortoise Investment Management LLC11,807$366K0.0%-23.5%0.010%
8/8/2025Pinney & Scofield Inc.109,168$3.39M2.3%+8.0%0.091%
8/8/2025Avantax Advisory Services Inc.1,773,795$55.02M0.3%+2.7%1.482%
8/8/2025Creative Planning37,544$1.17M0.0%-35.1%0.031%
8/8/2025Truepoint Inc.2,820,890$87.50M2.2%+2.8%2.358%
8/8/2025RAM Investment Partners LLC9,351$290K0.1%-7.5%0.008%
8/8/2025Francis Financial Inc.351,879$10.92M2.5%-15.1%0.294%
8/8/2025Austin Wealth Management LLC24,209$758K0.1%N/A0.020%
8/8/2025VeraBank N.A.512,211$15.89M3.2%+17.3%0.428%
8/7/2025Samalin Investment Counsel LLC27,213$844K0.3%+2.6%0.023%
8/7/2025Vise Technologies Inc.7,536$234K0.0%N/A0.006%
8/7/2025Allworth Financial LP280,243$8.69M0.0%+4.6%0.234%
8/7/2025Addison Advisors LLC1,810$56K0.0%-52.2%0.002%
8/7/2025Fidelis Capital Partners LLC14,251$443K0.0%N/A0.012%
8/6/2025Disciplined Investors L.L.C.45,134$1.40M1.1%+7.6%0.038%
8/6/2025Cannon Financial Strategists Inc.44,000$1.37M0.2%N/A0.037%
8/6/2025AE Wealth Management LLC1,742$54K0.0%N/A0.001%
8/6/2025Longview Financial Advisors LLC191,161$5.93M3.7%+4.0%0.160%
8/6/2025Savant Capital LLC13,169,045$408.50M2.5%+39.3%11.006%
8/6/2025Modera Wealth Management LLC175,123$5.43M0.1%+1.4%0.146%
8/6/2025Summit Wealth Group LLC97,288$3.02M0.8%N/A0.081%
8/6/2025Atlantic Union Bankshares Corp163,099$5.06M0.1%+1,451.0%0.136%
8/6/2025Cloud Capital Management LLC11,678$363K0.2%+351.8%0.010%
8/5/2025Bridgewater Advisors Inc.29,434$936K0.1%+15.6%0.025%
8/5/2025Golden Bell Financial Planning LLC207,073$6.42M6.0%+10.7%0.173%
8/5/2025Bank of Montreal Can1,167,915$36.23M0.0%+11.7%0.976%
8/4/2025Linscomb Wealth Inc.277,873$8.62M0.4%+9.4%0.232%
8/4/2025Spire Wealth Management17,310$537K0.0%-20.3%0.014%
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%
7/31/2025Schoolcraft Capital LLC389,986$12.10M2.5%-16.2%0.326%
7/31/2025BIP Wealth LLC80,638$2.50M0.2%+15.6%0.067%
7/31/2025City State Bank48,540$1.51M0.5%+10.1%0.041%
7/31/2025Focus Partners Advisor Solutions LLC95,156$2.95M0.0%+102.3%0.080%
7/31/2025Curio Wealth LLC20,219$627K0.3%+48,040.5%0.017%
7/31/2025Glass Jacobson Investment Advisors llc90,229$2.80M1.1%-1.6%0.075%
7/31/2025LJI Wealth Management LLC32,130$997K0.2%-3.3%0.027%
7/30/2025EnRich Financial Partners LLC937,615$29.09M8.9%-2.8%0.784%
7/30/2025Forum Financial Management LP18,721$581K0.0%-1.9%0.016%
7/30/2025Exencial Wealth Advisors LLC673,910$20.91M0.7%+18.1%0.563%
7/30/2025Phillips Financial Management LLC1,314,950$40.79M3.0%+6.3%1.099%
7/30/2025Studio Investment Management LLC145,873$4.53M0.9%+3.4%0.122%
7/30/2025Clune & Associates LTD.63,554$1.97M0.5%+7.1%0.053%
7/30/2025Mills Wealth Advisors LLC102,309$3.17M1.5%+27.4%0.086%
7/29/2025Chicago Partners Investment Group LLC396,169$12.66M0.4%+0.4%0.331%
7/29/2025Disciplined Investments LLC314,162$9.75M4.1%+24.2%0.263%
7/29/2025Signature Estate & Investment Advisors LLC56,831$1.76M0.0%+21.4%0.047%
7/29/2025Stratos Wealth Partners LTD.7,283$226K0.0%N/A0.006%
7/29/2025Stratos Wealth Advisors LLC32,709$1.02M0.1%+24.4%0.027%
7/29/2025Aire Advisors LLC55,006$1.71M0.3%+120.1%0.046%
7/28/2025Morris Financial Concepts Inc.66,652$2.07M0.8%+12.8%0.056%
7/28/2025EQ Wealth Advisors LLC14,831$460K0.3%-90.0%0.012%
7/28/2025Strategent Financial LLC90,903$2.82M2.2%+14.2%0.076%
7/28/2025Sterling Financial Planning Inc.31,344$972K0.3%+25.4%0.026%
7/28/2025Mitchell Mcleod Pugh & Williams Inc.11,410$354K0.1%+44.6%0.010%
7/28/2025RFG Advisory LLC316,789$9.83M0.2%-31.9%0.265%
(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, 292 institutional investors and hedge funds held shares of Dimensional US Large Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($408.50M), EP Wealth Advisors LLC ($241.63M), Corient Private Wealth LLC ($174.64M), Foster Group Inc. ($114.35M), Mosaic Family Wealth Partners LLC ($90.02M), Truepoint Inc. ($87.50M), 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 282 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 ($7.43M), EP Wealth Advisors LLC ($6.77M), Foster Group Inc. ($3.69M), Pathstone Holdings LLC ($3.23M), DiNuzzo Private Wealth Inc. ($1.91M), Coldstream Capital Management Inc. ($1.83M), and Corient Private Wealth LLC ($1.77M).

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

Institutional investors have bought a total of 40,332,178 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

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

Of the 80 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 ($387.06K), 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 4,557,866 shares in the last 24 months. This volume of shares sold represents approximately $139.37M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 9/10/2025 by MarketBeat.com Staff
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