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Dimensional US Large Cap Value ETF (DFLV) Institutional Ownership

Dimensional US Large Cap Value ETF logo
$31.17 -0.46 (-1.45%)
As of 02/21/2025 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)
205
Total
Institutional Inflows
(last 12 months)
$928.79M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$57.32M
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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
2/20/2025 Forum Financial Management LP21,024$631K0.0%N/A0.033%
2/19/2025 Formidable Asset Management LLC14,865$446K0.1%N/A0.023%
2/19/2025 Pinney & Scofield Inc.79,971$2.40M1.9%N/A0.125%
2/18/2025 McMill Wealth Management38,709$1.16M0.5%N/A0.060%
2/18/2025 Investmark Advisory Group LLC77,468$2.33M1.1%+5.1%0.121%
2/18/2025 Legacy Financial Group Inc.188,685$5.67M1.8%+11.9%0.294%
2/18/2025 Mosaic Family Wealth Partners LLC2,633,316$79.08M11.4%+4.9%4.102%
2/18/2025 Focus Partners Advisor Solutions LLC52,448$1.58M0.0%+119.2%0.082%
2/17/2025 Waverly Advisors LLC191,396$5.75M0.1%-1.4%0.298%
2/17/2025 Studio Investment Management LLC121,739$3.66M0.8%+21.8%0.190%
2/17/2025 Quadcap Wealth Management LLC12,408$373K0.1%+15.9%0.019%
2/17/2025 Pathstone Holdings LLC2,586,882$77.68M0.3%-23.3%4.029%
2/17/2025 LRI Investments LLC210,960$6.34M0.5%+6.8%0.329%
2/17/2025 Focus Partners Wealth144,800$4.35M0.0%+21.3%0.226%
2/17/2025 Francis Financial Inc.373,443$11.22M2.6%+18.7%0.582%
2/17/2025 D. E. Shaw & Co. Inc.15,577$468K0.0%-18.2%0.024%
2/17/2025 EP Wealth Advisors LLC5,072,131$152.32M1.2%+46.5%7.901%
2/17/2025 Captrust Financial Advisors8,426$253K0.0%-6.4%0.013%
2/17/2025 Cary Street Partners Financial LLC9,256$278K0.0%N/A0.014%
2/17/2025 Bank of America Corp DE320,591$9.63M0.0%+101.8%0.499%
2/17/2025 BIP Wealth LLC54,404$1.63M0.1%+54.5%0.085%
2/14/2025 Mercer Global Advisors Inc. ADV24,323$730K0.0%N/A0.038%
2/14/2025 Jane Street Group LLC50,112$1.51M0.0%-10.5%0.078%
2/14/2025 Rehmann Capital Advisory Group7,142$214K0.0%N/A0.011%
2/14/2025 Parkshore Wealth Management Inc.16,465$494K0.3%N/A0.026%
2/14/2025 Beacon Pointe Advisors LLC747,230$22.44M0.2%+2.8%1.164%
2/14/2025 Betterment LLC437,930$13.15M0.0%+20.6%0.682%
2/14/2025 Berger Financial Group Inc29,060$873K0.1%N/A0.045%
2/14/2025 Topsail Wealth Management LLC958$29K0.0%N/A0.001%
2/14/2025 OneDigital Investment Advisors LLC1,073,782$32.25M0.4%-9.8%1.673%
2/14/2025 WPWealth LLP1,550,210$46.55M9.5%+7.6%2.415%
2/14/2025 BOS Asset Management LLC317,734$9.54M3.4%+1.8%0.495%
2/14/2025 Forum Financial Management LP21,024$631K0.0%N/A0.033%
2/13/2025 Tobias Financial Advisors Inc.434,978$13.06M2.6%+8.5%0.678%
2/13/2025 Strategic Investment Solutions Inc. IL107,365$3.16M1.0%+34.0%0.167%
2/13/2025 NewEdge Advisors LLC855,266$25.68M0.2%-14.5%1.332%
2/13/2025 Mariner LLC43,181$1.30M0.0%+9.5%0.067%
2/13/2025 Peninsula Wealth LLC95,133$2.86M0.5%+0.4%0.148%
2/13/2025 Keyes 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%
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2/13/2025 Seneschal Advisors LLC13,454$404K0.3%N/A0.021%
2/13/2025 EnRich Financial Partners LLC971,854$29.19M9.7%-0.6%1.514%
2/13/2025 Redwood Park Advisors LLC112,524$3.38M2.3%N/A0.175%
2/13/2025 Raymond James Financial Inc.48,571$1.46M0.0%N/A0.076%
2/13/2025 Bank of Montreal Can959,344$28.81M0.0%+8.1%1.494%
2/13/2025 Cerity Partners LLC572,686$17.20M0.0%+48.7%0.892%
2/13/2025 Envestnet Asset Management Inc.96,235$2.89M0.0%+50.7%0.150%
2/13/2025 Wells Fargo & Company MN1,250$38K0.0%-37.0%0.002%
2/12/2025 Wescott Financial Advisory Group LLC489,036$14.69M1.5%+8.6%0.762%
2/12/2025 Martin Worley Group225,972$6.79M4.2%N/A0.352%
2/12/2025 Disciplined Investors L.L.C.36,160$1.09M1.1%N/A0.056%
2/12/2025 Huntington National Bank3,136$94K0.0%+6,572.3%0.005%
2/12/2025 Sanctuary Wealth Management L.L.C.139,588$4.19M2.8%+105.8%0.217%
2/12/2025 Stage Harbor Financial LLC434,882$13.06M11.4%+12.2%0.677%
2/12/2025 JPMorgan Chase & Co.319,523$9.60M0.0%+782.8%0.498%
2/12/2025 Foundation Wealth Management LLC PA10,100$303K0.1%N/A0.016%
2/12/2025 Fort Vancouver Investment Management LLC80,055$2.40M2.0%+178.6%0.125%
2/12/2025 Momentous Wealth Management Inc.174,905$5.25M4.4%N/A0.272%
2/11/2025 Signature Estate & Investment Advisors LLC38,944$1.17M0.0%+452.1%0.061%
2/11/2025 FineMark National Bank & Trust43,821$1.32M0.0%+3.8%0.068%
2/11/2025 TAGStone Capital Inc.12,781$384K0.2%-12.5%0.020%
2/11/2025 Clune & Associates LTD.58,988$1.77M0.6%N/A0.092%
2/11/2025 Hill Island Financial LLC516,274$15.50M4.5%N/A0.804%
2/11/2025 LPL Financial LLC1,073,735$32.24M0.0%+15.2%1.672%
2/11/2025 Samalin Investment Counsel LLC9,096$273K0.1%N/A0.014%
2/11/2025 Lakeshore Financial Planning Inc.584,486$17.55M7.5%+0.2%0.910%
2/11/2025 Truepoint Inc.2,240,505$67.28M1.8%+8.9%3.490%
2/11/2025 Elevate Wealth Advisory Inc.106,622$3.12M2.3%+5.9%0.166%
2/11/2025 BluePointe Capital Management LLC33,343$1.00M0.6%-10.2%0.052%
2/11/2025 Sandy Spring Bank136,099$4.09M0.2%+8.9%0.212%
2/11/2025 L.K. Benson & Company P.C.47,127$1.42M1.0%N/A0.073%
2/11/2025 VSM Wealth Advisory LLC5,811$175K0.1%N/A0.009%
2/11/2025 Brooklyn FI LLC108,382$3.42M0.0%N/A0.169%
2/10/2025 Wealth Architects LLC582,025$17.48M2.0%+18.2%0.907%
2/10/2025 Curio Wealth LLC17,972$540K0.3%N/A0.028%
2/10/2025 Corient Private Wealth LLC4,772,108$143.29M0.2%+10.5%7.433%
2/10/2025 Tumwater Wealth Management LLC798,335$23.97M12.6%N/A1.244%
2/10/2025 First Financial Group Corp85,622$2.57M2.8%N/A0.133%
2/10/2025 Phillips Financial Management LLC1,138,494$34.19M2.7%+30.8%1.773%
2/10/2025 Commonwealth Equity Services LLC161,336$4.85M0.0%+23.2%0.251%
2/10/2025 Avantax Advisory Services Inc.1,320,933$39.67M0.2%+36.4%2.058%
2/10/2025 Liberty Wealth Management LLC411,550$12.35M2.1%-0.3%0.641%
2/10/2025 Farther Finance Advisors LLC67,442$2.03M0.1%+20.6%0.105%
2/10/2025 EverSource Wealth Advisors LLC3,967$119K0.0%+234.8%0.006%
2/7/2025 HighTower Advisors LLC1,495,702$44.92M0.1%+20.5%2.330%
2/7/2025 Avantax Planning Partners Inc.132,805$3.99M0.1%-0.6%0.207%
2/7/2025 Staley Capital Advisers Inc.20,000$601K0.0%N/A0.031%
2/7/2025 Keb Asset Management LLC11,735$352K0.1%-11.8%0.018%
2/7/2025 Tilson Financial Group Inc.617,964$18.56M7.6%+6.7%0.963%
2/7/2025 Pillar Financial Advisors LLC223,544$6.71M5.1%N/A0.348%
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2/7/2025 Dorsey & Whitney Trust CO LLC18,296$549K0.0%+168.9%0.028%
2/7/2025 Larson Financial Group LLC250,622$7.53M0.4%-12.1%0.390%
2/6/2025 Raymond James Financial Inc.48,571$1.46M0.0%N/A0.076%
2/6/2025 Disciplined Investments LLC171,785$5.16M2.5%+9.0%0.268%
2/6/2025 Exencial Wealth Advisors LLC482,808$14.50M0.5%+14.1%0.752%
2/6/2025 Steward Partners Investment Advisory LLC9,428$283K0.0%+41.5%0.015%
2/6/2025 Scratch Capital LLC8,521$256K0.3%N/A0.013%
2/6/2025 Kelly Financial Group LLC321,659$9.66M3.4%N/A0.501%
2/6/2025 Modera Wealth Management LLC173,951$5.22M0.1%+4.9%0.271%
2/5/2025 SRS Capital Advisors Inc.643,527$19.33M1.2%+1.7%1.002%
(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, 247 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. ($100.95M), 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 238 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. ($3.36M), Pathstone Holdings LLC ($3.23M), Mosaic Family Wealth Partners LLC ($2.38M), Truepoint Inc. ($2.00M), and DiNuzzo Private Wealth Inc. ($1.88M).

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

Institutional investors have bought a total of 58,736,921 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

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

Of the 58 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), Pathstone Family Office LLC ($160.23K), FinDec Wealth Services Inc. ($159.44K), NewEdge Advisors LLC ($144.73K), RFG Advisory LLC ($140.38K), and Mosaic Family Wealth Partners LLC ($126.66K).

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

Institutional investors have sold a total of 2,805,920 shares in the last 24 months. This volume of shares sold represents approximately $81.03M in transactions.


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This page (NYSEARCA:DFLV) was last updated on 2/22/2025 by MarketBeat.com Staff
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