Who Owns DFLV?
Dimensional - US Large Cap Value ETF — Institutional Ownership & 13F Holdings
$37.50
+0.06 (+0.16%)
Market Cap
$5.4B
Shares Outstanding
143,068,184
Institutional Holders
261
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+159
Institutional data as of Q1 2025
New Positions
76
Closed Positions
21
Increased
134
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Savant Capital, LLC | $289.1M | 9,456,789 |
| 2 | Foster Group, Inc. | $104.3M | 3,411,049 |
| 3 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $86.2M | 2,818,433 |
| 4 | Truepoint, Inc. | $83.9M | 2,742,906 |
| 5 | Summit Financial Strategies, Inc. | $55.5M | 1,816,827 |
| 6 | DiNuzzo Private Wealth, Inc. | $54.7M | 1,788,213 |
| 7 | Cable Hill Partners, LLC | $51.6M | 1,774,258 |
| 8 | HighTower Advisors, LLC | $49.4M | 1,616,155 |
| 9 | Wealth Architects, LLC | $44.6M | 200,740 |
| 10 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $37.8M | 1,236,631 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Savant Capital, LLC | +2.6M | $289.1M |
| Foster Group, Inc. | +49K | $104.3M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +185K | $86.2M |
| Truepoint, Inc. | +502K | $83.9M |
| Summit Financial Strategies, Inc. | +138K | $55.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EASTERN BANK | -813K | $3.0M |
| Arax Advisory Partners | -522K | $3.7M |
| Wealth Architects, LLC | -381K | $44.6M |
| Advisory Alpha, LLC | -287K | $255K |
| NewEdge Advisors, LLC | -173K | $20.9M |
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Frequently Asked Questions
How many institutional investors hold DFLV?
As of Q1 2025, 261 institutional investors report holding DFLV (Dimensional - US Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most DFLV?
The largest institutional holder of DFLV is Savant Capital, LLC with $289.1M in shares.
Are institutions buying or selling DFLV?
This quarter, 76 institutions opened new positions in DFLV and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.