DFLV

Dimensional - US Large Cap Value ETF
$35.50+0.14 (+0.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$5.980001590621417e+246T

% of Float

Price History

$26.90$29.48$32.06$34.65$37.23Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Savant Capital, LLC17,497,390$598.0M3.40%Share
2Corient Private Wealth LLC5,796,140$159.1M0.21%Share
3Foster Group, Inc.4,143,117$141.7M4.28%Share
4Truepoint, Inc.3,410,368$116.7M2.63%Share
5EP Wealth Advisors, LLC3,117,441$106.0M0.55%Share
6MOSAIC FAMILY WEALTH PARTNERS, LLC2,957,759$101.2M11.09%Share
7Root Financial Partners, LLC2,744,210$93.9M4.80%Share
8Vise Technologies, Inc.2,580,784$88.0M1.72%Share
9Pathstone Holdings, LLC2,559,158$87.0M0.34%Share
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO247,706$85.0M0.05%Share
11Cetera Investment Advisers2,321,233$79.0M0.09%Share
12COLDSTREAM CAPITAL MANAGEMENT INC2,223,392$76.0M0.98%Share
13Summit Financial Strategies, Inc.2,201,232$75.3M6.19%Share
14COLDSTREAM CAPITAL MANAGEMENT INC2,217,209$75.0M0.97%Share
15HighTower Advisors, LLC2,162,734$73.0M0.08%Share
16Beacon Pointe Advisors, LLC2,075,239$70.0M0.49%Share
17DiNuzzo Private Wealth, Inc.1,815,396$62.1M6.76%Share
18Cerity Partners LLC1,735,653$59.0M0.09%Share
19LPL Financial LLC1,588,108$54.0M0.01%Share
20PHILLIPS FINANCIAL MANAGEMENT, LLC1,464,846$50.1M3.23%Share
21BANK OF MONTREAL /CAN/1,373,880$47.0M0.02%Share
22Quent Long Short Global Small Cap Fund, LP1,326,195$45.4M3.68%Share
23Quent Capital, LLC1,326,195$45.4M3.27%Share
24Apella Capital, LLC1,318,903$45.1M0.89%Share
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,205,696$42.7M0.06%Share
26Index Fund Advisors, Inc.1,205,736$41.2M1.94%Share
27MATHER GROUP, LLC.1,180,027$40.4M0.42%Share
28Premier Financial Group1,135,825$39.0M10.18%Share
29Destiny Wealth Partners, LLC1,035,634$37.0M4.24%Share
30CWM, LLC968,394$33.1M0.09%Share
31EXENCIAL WEALTH ADVISORS, LLC945,906$32.4M1.02%Share
32OneDigital Investment Advisors LLC935,581$32.0M0.31%Share
33EnRich Financial Partners LLC934,046$32.0M8.71%Share
34Team Hewins, LLC915,237$31.3M10.09%Share
35GREAT OAK CAPITAL PARTNERS, LLC893,483$30.9M7.76%Share
36Acropolis Investment Management, LLC897,676$30.7M1.38%Share
37Tumwater Wealth Management, LLC891,486$30.5M12.43%Share
38WPWealth LLP886,730$30.3M4.75%Share
39Mariner, LLC866,346$29.0M0.03%Share
40ACORN CREEK CAPITAL LLC793,178$27.1M9.75%Share
41Diversified Portfolios, Inc.768,137$26.3M2.19%Share
42Tilson Financial Group, Inc.764,535$26.2M8.05%Share
43Fort Vancouver Investment Management, LLC742,632$25.4M13.58%Share
44Betterment LLC740,678$25.3M0.05%Share
45Wescott Financial Advisory Group, LLC679,626$23.2M2.03%Share
46Wealth Architects, LLC661,399$22.6M2.04%Share
47STAGE HARBOR FINANCIAL, LLC632,635$21.6M14.59%Share
48RAYMOND JAMES FINANCIAL INC625,491$21.0M0.01%Share
49TOBIAS FINANCIAL ADVISORS, INC.599,978$20.5M2.90%Share
50Three Arch Wealth Management LLC598,695$20.5M3.84%Share