DFLV · Dimensional US Large Cap Value ETF ETF
$42.05
-0.15 (-0.36%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $159,553,862
Total Shares: 4,035,252
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2023Top Holder
82.2%
+39.4 pts
Top 5
100.0%
+22.2 pts
Top 10
100.0%
+6.8 pts
HHI
7,076
Highly concentrated+4,829
Quarterly Activity
vs Mar 31, 2023
New
2
Increased
1
Decreased
0
Sold Out
33
Unchanged
0
Holder count:
-31
Institutional value:
-16.1%
Shares held:
-47.9%
Top Buyers
vs Mar 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +2,468,592 | 3,318,287 |
Top Sellers
vs Mar 31, 2023No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small TOBIAS FINANCIAL ADVISORS, INC. | 715,031 | $28,272,325 | |
| Mid Parkside Financial Bank & Trust | 1,934 | $76,470 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid PATHSTONE FAMILY OFFICE, LLC | 3,313,702 | $81,414,344 | |
| Large EP Wealth Advisors, LLC | 1,017,187 | $24,991,267 | |
| Micro FinDec Wealth Services, Inc. | 445,831 | $10,953,621 | |
| Micro WPWealth LLP | 401,095 | $9,854,503 | |
| Mid RFG Advisory, LLC | 396,893 | $9,751,264 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFLV | $131,205,067 | 82.23% | 3,318,287 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. DFLV | $28,272,325 | 17.72% | 715,031 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank DFLV | $76,470 | 0.05% | 1,934 | Shares | 2026-09-04 |