Dim US Large Cap Value ETFDFLVETF
13F holders, Q2 2026 (June 30)397holders +30
49new positions
16sold out
2famous investors
$39.55avg. 13F price*
At the end of Q2 2026, 397 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 30 from Q1 2026. 49 opened new positions and 16 sold out. The largest holders were Savant Capital, LLC ($1.0B), Root Financial Partners, LLC ($186.4M) and Vise Technologies, Inc. ($181.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2026)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $91.4M |
| Exits | 16 | $14.7M |
All 13F filers, Q1 2026 → Q2 2026: 17,071,706 shares bought and 9,229,057 shares sold, net +7,842,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| Savant Capital, LLC | 2.97% | Add +23.6% | 25,486,113 | $1.0B |
| Root Financial Partners, LLC | 7.24% | Add +49.9% | 4,713,950 | $186.4M |
| Vise Technologies, Inc. | 2.06% | Add +78.0% | 4,593,828 | $181.6M |
| Cetera Investment Advisers | 0.16% | Add +20.6% | 4,424,238 | $174.9M |
| Foster Group, Inc. | 4.21% | Reduce -1.4% | 4,003,590 | $158.3M |
| Truepoint, Inc. | 2.76% | Reduce -6.8% | 3,343,050 | $132.2M |
| Corient Private Wealth LP | 0.18% | Reduce -51.0% | 3,318,287 | $131.2M |
| Mosaic Family Wealth Partners, LLC | 8.40% | Add +4.8% | 3,140,205 | $124.2M |
| Cerity Partners LLC | 0.14% | Add +32.8% | 2,877,128 | $113.8M |
| EP Wealth Advisors, LLC | 0.41% | Reduce -2.2% | 2,732,777 | $108.1M |
| Pathstone Holdings, LLC | 0.30% | Add +1.3% | 2,586,574 | $102.3M |
| Summit Financial Strategies, Inc. | 6.89% | Add +3.0% | 2,481,330 | $98.1M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -49.1% | 2,337,885 | $92.4M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +5.5% | 2,312,335 | $91.4M |
| HighTower Advisors, LLC | 0.09% | Add +4.0% | 2,247,684 | $88.9M |
| LPL Financial LLC | 0.02% | Add +5.5% | 1,908,901 | $75.5M |
| DiNuzzo Private Wealth, Inc. | 6.88% | Reduce -2.6% | 1,758,222 | $69.5M |
| Bank of Montreal | 0.02% | Add +7.0% | 1,567,008 | $62.0M |
| Apella Capital, LLC | 0.87% | Add +4.9% | 1,536,111 | $61.3M |
| Quent Capital, LLC | 3.73% | Add +4.0% | 1,534,807 | $60.7M |
| Index Fund Advisors, Inc. | 2.27% | Add +5.7% | 1,446,042 | $57.2M |
| Phillips Financial Management, LLC | 3.95% | Reduce -3.4% | 1,363,899 | $53.9M |
| Mather Group, Llc. | 0.44% | Add +2.8% | 1,279,784 | $50.6M |
| Premier Financial Group | 9.05% | Reduce -0.1% | 1,138,364 | $45.0M |
| Mariner, LLC | 0.04% | Reduce -5.1% | 1,077,734 | $42.6M |
| Two Sigma Investments, LP | 0.03% | New | 1,056,800 | $41.8M |
| Eclectic Associates Inc. | 4.65% | Add +54.2% | 1,032,580 | $40.8M |
| Diversified Portfolios, Inc. | 2.94% | Add +11.8% | 1,024,846 | $40.5M |
| Bank of America Corp. | 0.00% | Add +6.9% | 1,024,753 | $40.5M |
| Destiny Wealth Partners, LLC | 5.67% | Reduce -2.6% | 988,557 | $40.2M |
| Team Hewins, LLC | 10.12% | Reduce -0.9% | 935,378 | $37.0M |
| Great Oak Capital Partners, LLC | 7.99% | Add +1.0% | 922,973 | $37.0M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -1.4% | 923,950 | $36.5M |
| Raymond James Financial Inc. | 0.01% | Add +17.3% | 920,376 | $36.4M |
| Acropolis Investment Management, LLC | 1.43% | Add +1.3% | 918,156 | $36.3M |
| Tumwater Wealth Management, LLC | 12.97% | Add +1.3% | 906,834 | $35.9M |
| Linscomb Wealth, Inc. | 1.49% | Add +3.5% | 866,940 | $34.3M |
| EnRich Financial Partners LLC | 8.01% | Reduce -6.1% | 852,592 | $33.7M |
| Betterment LLC | 0.06% | Add +4.0% | 843,473 | $33.4M |
| Wescott Financial Advisory Group, LLC | 2.46% | Add +5.3% | 802,407 | $31.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +14.7% | 787,192 | $31.5M |
| Tilson Financial Group, Inc. | 8.57% | Add +0.9% | 788,526 | $31.2M |
| Fort Vancouver Investment Management, LLC | 14.32% | Reduce -0.8% | 775,331 | $30.7M |
| Lakeshore Financial Planning, Inc. | 9.76% | Reduce -17.7% | 767,113 | $30.3M |
| WPWealth LLP | 4.43% | Reduce -8.6% | 754,491 | $29.8M |
| Acorn Creek Capital LLC | 9.88% | Reduce -5.5% | 747,506 | $29.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 736,899 | $29.1M |
| Tobias Financial Advisors, Inc. | 3.59% | Add +3.5% | 715,031 | $28.3M |
| VeraBank, N.A. | 4.65% | Add +28.2% | 710,583 | $28.1M |
| Stage Harbor Financial, LLC | 16.08% | Add +5.5% | 703,973 | $27.8M |
| Wealth Architects, LLC | 2.14% | Reduce -1.4% | 686,834 | $27.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +77.8% | 676,365 | $26.7M |
| Three Arch Wealth Management LLC | 3.96% | Add +5.7% | 652,830 | $25.8M |
| Evanson Financial, LLC | 1.18% | — | 611,465 | $24.2M |
| Creative Planning | 0.01% | Add +3.9% | 604,791 | $23.9M |
| Compass Advisory Group LLC | 5.28% | Add +1.3% | 561,619 | $22.2M |
| Clearstead Advisors, LLC | 0.21% | Add +3.4% | 550,562 | $21.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +83.0% | 497,099 | $19.7M |
| Foundry Financial LLC | 6.37% | Add +11.9% | 477,912 | $18.9M |
| West Financial Advisors, LLC | 2.83% | Reduce -17.6% | 471,407 | $18.6M |
| Trinity Financial Advisors LLC | 4.79% | Add +1.9% | 471,031 | $18.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +5.3% | 464,937 | $18.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 448,487 | $17.8M |
| Austin Asset Management Co Inc | 2.44% | Reduce -0.0% | 432,061 | $17.1M |
| Kelly Financial Group LLC | 3.75% | Add +1.3% | 427,276 | $16.9M |
| Disciplined Investments, LLC | 5.45% | Add +7.3% | 426,625 | $16.9M |
| Sachem Hill LLC | 2.99% | Reduce -0.4% | 425,503 | $16.8M |
| Burk Holdings LLC | 5.81% | Add +8.2% | 397,202 | $15.7M |
| Advisory Alpha, LLC | 0.38% | Add +6.0% | 394,851 | $15.6M |
| Sterling Wealth Management, Inc. | 3.76% | Add +0.7% | 382,903 | $15.1M |
| BOS Asset Management, LLC | 3.52% | Add +0.1% | 381,679 | $15.1M |
| Equita Financial Network, Inc. | 4.18% | Add +4.9% | 381,015 | $15.1M |
| Chicago Partners Investment Group LLC | 0.30% | Reduce -0.3% | 372,554 | $15.0M |
| Allworth Financial LP | 0.06% | Add +6.0% | 377,908 | $14.9M |
| Maryland Capital Advisors Inc. | 4.61% | — | 363,491 | $14.4M |
| Liberty Wealth Management LLC | 1.71% | No change | 382,353 | $13.7M |
| RFG Advisory, LLC | 0.21% | Add +2.5% | 340,059 | $13.4M |
| McKinley Carter Wealth Services, Inc. | 0.69% | Add +8.3% | 338,555 | $13.4M |
| Navigate Wealth Management, LLC | 7.88% | Add +9.3% | 318,313 | $12.7M |
| Focus Partners Wealth | 0.01% | Add +10.6% | 321,136 | $12.7M |
| Pillar Financial Advisors, LLC | 6.64% | Add +7.2% | 321,024 | $12.7M |
| Modera Wealth Management, LLC | 0.14% | Add +81.1% | 320,229 | $12.7M |
| Monograph Wealth Advisors, LLC | 1.03% | Add +7.9% | 318,423 | $12.6M |
| TCI Wealth Advisors, Inc. | 0.53% | Add +4.2% | 307,093 | $12.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +27.9% | 305,126 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +37.8% | 304,563 | $12.0M |
| Legacy Financial Group, Inc. | 2.81% | Add +6.1% | 304,363 | $12.0M |
| Level Financial Advisors | 2.67% | Add +4.0% | 302,324 | $12.0M |
| Fiduciary Financial Group, LLC | 1.35% | Add +20.9% | 300,749 | $11.9M |
| Gemmer Asset Management LLC | 0.80% | Add +5.6% | 300,648 | $11.9M |
| Golden Bell Financial Planning LLC | 8.23% | Add +2.8% | 282,956 | $11.2M |
| Sax Wealth Advisors, LLC | 0.45% | Add +8.0% | 311,098 | $11.1M |
| FinDec Wealth Services, Inc. | 12.92% | Reduce -3.0% | 276,532 | $10.9M |
| Private Advisory Group LLC | 0.60% | New | 272,639 | $10.8M |
| WJ Wealth Management, LLC | 4.14% | Add +11.2% | 265,332 | $10.5M |
| Prudent Man Investment Management, Inc. | 3.52% | Reduce -1.0% | 301,855 | $10.3M |
| Mustard Seed Financial, LLC | 5.33% | Add +16.5% | 259,655 | $10.3M |
| Atlantic Union Bankshares Corp | 0.17% | Add +10.5% | 257,927 | $10.2M |
| Ruedi Wealth Management, Inc. | 2.37% | Reduce -1.9% | 255,378 | $10.1M |
| MML Investors Services, LLC | 0.02% | Add +10.3% | 250,031 | $9.9M |
"% of holder's portfolio" is DFLV's weight in each manager's 13F, not the share of Dim US Large Cap Value ETF the manager owns.