Dim US Large Cap Value ETFDFLVETF
13F holders, Q1 2024 (March 31)175holders
$29.84avg. 13F price*
At the end of Q1 2024, 175 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings. The largest holders were Corient Private Wealth LP ($108.8M), Pathstone Holdings, LLC ($98.3M) and Mosaic Family Wealth Partners, LLC ($68.6M).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2024)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $46.7M |
| Exits | 8 | $10.4M |
Ownership 175 holders
| Corient Private Wealth LP | 0.19% | Add +12.7% | 3,627,171 | $108.8M |
| Pathstone Holdings, LLC | 0.46% | Add +1.4% | 3,276,236 | $98.3M |
| Mosaic Family Wealth Partners, LLC | 11.30% | Add +9.8% | 2,287,521 | $68.6M |
| EP Wealth Advisors, LLC | 0.80% | Add +17.8% | 2,284,982 | $68.5M |
| DiNuzzo Private Wealth, Inc. | 7.57% | Reduce -0.6% | 1,871,365 | $56.1M |
| Truepoint, Inc. | 1.53% | Add +25.7% | 1,796,037 | $53.9M |
| Cable Hill Partners, LLC | 4.55% | No change | 1,377,120 | $37.1M |
| OneDigital Investment Advisors LLC | 0.54% | Add +47.7% | 1,154,705 | $34.6M |
| WPWealth LLP | 8.87% | Add +14.3% | 1,144,178 | $34.3M |
| NewEdge Advisors, LLC | 0.26% | Add +445.6% | 981,210 | $29.4M |
| EnRich Financial Partners LLC | 10.71% | Add +4.2% | 953,781 | $28.6M |
| Eastern Bank | 1.09% | New | 875,907 | $26.3M |
| LPL Financial LLC | 0.01% | Add +5.8% | 847,485 | $25.4M |
| Summit Financial Strategies, Inc. | 3.43% | Add +26.1% | 820,037 | $24.6M |
| Team Hewins, LLC | 8.72% | Add +2.7% | 722,230 | $21.7M |
| Mather Group, Llc. | 0.34% | Add +0.0% | 791,918 | $21.4M |
| Bank of Montreal | 0.01% | Add +17.3% | 713,063 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +8.9% | 689,615 | $20.7M |
| Index Fund Advisors, Inc. | 1.14% | Add +13.6% | 688,098 | $20.6M |
| Great Oak Capital Partners, LLC | 9.08% | Add +16.0% | 681,849 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +6.2% | 661,986 | $19.9M |
| Phillips Financial Management, LLC | 1.61% | Add +22.7% | 654,144 | $19.6M |
| Arax Advisory Partners | 2.04% | Add +4.1% | 646,112 | $19.4M |
| Lakeshore Financial Planning, Inc. | 9.14% | Reduce -1.2% | 602,086 | $18.1M |
| Acropolis Investment Management, LLC | 1.18% | Add +9.6% | 599,730 | $18.0M |
| Quent Capital, LLC | 2.03% | Add +207.4% | 579,822 | $17.4M |
| Total Wealth Planning, LLC | 2.96% | Add +16.0% | 574,832 | $17.2M |
| HighTower Advisors, LLC | 0.03% | Add +17.6% | 539,808 | $16.2M |
| Acorn Creek Capital LLC | 9.93% | Add +4.5% | 525,021 | $15.7M |
| Jentner Corp | 5.42% | Add +31.1% | 514,553 | $15.4M |
| Corrigan Financial, Inc. | 3.23% | Add +64.4% | 421,865 | $12.7M |
| Tilson Financial Group, Inc. | 6.73% | Add +26.2% | 417,525 | $12.5M |
| Liberty Wealth Management LLC | 2.28% | Reduce -1.8% | 388,681 | $11.7M |
| Wealth Architects, LLC | 1.50% | Add +19.4% | 379,597 | $11.4M |
| Sachem Hill LLC | 2.48% | Add +16.4% | 352,625 | $10.6M |
| Cardiff Park Advisors, LLC | 0.95% | Add +0.6% | 332,566 | $10.0M |
| VeraBank, N.A. | 3.12% | Add +9.6% | 333,409 | $10.0M |
| Larson Financial Group LLC | 0.77% | Reduce -8.7% | 332,892 | $10.0M |
| Evanson Asset Management, LLC | 0.74% | Add +63.4% | 332,084 | $10.0M |
| Stage Harbor Financial, LLC | 8.85% | Add +17.1% | 324,643 | $9.7M |
| Tobias Financial Advisors, Inc. | 2.17% | Add +12.2% | 320,040 | $9.6M |
| Wescott Financial Advisory Group, LLC | 1.19% | Add +36.5% | 317,986 | $9.5M |
| FinDec Wealth Services, Inc. | 5.91% | Reduce -2.3% | 313,686 | $9.4M |
| Avantax Advisory Services, Inc. | 0.08% | Add +586.2% | 283,946 | $8.5M |
| RFG Advisory, LLC | 0.29% | Add +1.3% | 281,124 | $8.4M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +75.4% | 275,528 | $8.3M |
| Chicago Partners Investment Group LLC | 0.34% | Add +14.7% | 278,202 | $8.1M |
| Monograph Wealth Advisors, LLC | 1.13% | Add +11.4% | 256,525 | $7.7M |
| Savant Capital, LLC | 0.08% | Reduce -23.9% | 246,680 | $7.4M |
| Austin Asset Management Co Inc | 1.59% | Add +3.0% | 241,954 | $7.3M |
| BOS Asset Management, LLC | 3.77% | New | 239,137 | $7.2M |
| Betterment LLC | 0.02% | Add +708.1% | 221,883 | $6.7M |
| Diversified Portfolios, Inc. | 0.92% | Add +78.9% | 218,551 | $6.6M |
| Lauer Wealth, LLC | 5.67% | No change | 222,700 | $6.5M |
| Sax Wealth Advisors, LLC | 0.64% | Add +39.0% | 183,978 | $5.5M |
| Francis Financial, Inc. | 1.73% | Add +18.4% | 178,440 | $5.4M |
| LRI Investments, LLC | 1.29% | — | 169,978 | $5.1M |
| Gemmer Asset Management LLC | 0.57% | Add +5.0% | 163,950 | $4.9M |
| Advisory Services & Investments, LLC | 3.03% | Add +17.1% | 146,565 | $4.4M |
| Modera Wealth Management, LLC | 0.07% | Add +26.8% | 145,293 | $4.4M |
| Avantax Planning Partners, Inc. | 0.13% | New | 133,307 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.0% | 129,550 | $3.9M |
| Legacy Financial Group, Inc. | 1.49% | Add +19.2% | 125,858 | $3.8M |
| Ruedi Wealth Management, Inc. | 1.58% | Add +12.3% | 125,438 | $3.8M |
| Disciplined Investments, LLC | 1.87% | Add +12.8% | 114,554 | $3.4M |
| Vawter Financial, Ltd. | 2.37% | Add +5.3% | 109,110 | $3.3M |
| Blue Trust, Inc. | 0.04% | Add +37.8% | 104,136 | $3.1M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +459.3% | 96,930 | $2.9M |
| Peninsula Wealth, LLC | 0.57% | Reduce -7.4% | 96,021 | $2.9M |
| Elevate Wealth Advisory, Inc. | 2.47% | Add +18.4% | 94,548 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.02% | Add +5.7% | 90,777 | $2.7M |
| Pine Harbor Wealth Management, LLC | 1.64% | Reduce -16.1% | 86,759 | $2.6M |
| Cordant, Inc. | 1.46% | Add +66.9% | 83,811 | $2.5M |
| American Investment Services, Inc. | 0.43% | Add +5.1% | 80,056 | $2.4M |
| Mraz, Amerine & Associates, Inc. | 0.44% | Add +178.0% | 78,395 | $2.4M |
| Studio Investment Management LLC | 0.55% | Add +9.8% | 77,568 | $2.3M |
| Vannoy Advisory Group, Inc. | 1.80% | Reduce -1.2% | 76,833 | $2.3M |
| Mustard Seed Financial, LLC | 2.30% | Add +77.4% | 76,780 | $2.3M |
| Sandy Spring Bank | 0.10% | Add +41.0% | 76,689 | $2.3M |
| Envision Financial Planning, LLC | 1.83% | Add +18.4% | 75,387 | $2.3M |
| Retirement Guys Formula LLC | 1.10% | Reduce -32.9% | 75,153 | $2.3M |
| Trinity Financial Advisors LLC | 0.95% | Add +2.4% | 70,039 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.06% | New | 68,738 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.52% | New | 67,643 | $2.0M |
| Investmark Advisory Group LLC | 1.09% | Add +51.6% | 66,509 | $2.0M |
| Bfsg, LLC | 0.26% | Add +9.4% | 65,953 | $2.0M |
| Porter White Investment Advisors, Inc. | 1.02% | Add +22.2% | 64,276 | $1.9M |
| Maryland Capital Advisors Inc. | 1.19% | Add +11.0% | 64,189 | $1.9M |
| Level Financial Advisors | 0.82% | Add +110.2% | 60,497 | $1.8M |
| Criterion Capital Advisors, LLC | 1.12% | Add +14.1% | 56,170 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.16% | Add +28.1% | 53,917 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.41% | Add +0.7% | 53,151 | $1.6M |
| Mills Wealth Advisors LLC | 1.14% | Add +44.2% | 51,965 | $1.6M |
| Collective Family Office LLC | 0.50% | Reduce -1.4% | 51,792 | $1.6M |
| Sterling Wealth Management, Inc. | 0.75% | Add +69.5% | 50,302 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +71.2% | 44,808 | $1.3M |
| Sprinkle Financial Consultants LLC | 1.15% | Add +2.3% | 44,799 | $1.3M |
| DBK Financial Counsel, LLC | 1.39% | Add +94.6% | 44,205 | $1.3M |
| Emprise Bank | 0.89% | — | 44,086 | $1.3M |
| Compass Financial Group, Inc. | 0.69% | Add +13.3% | 43,026 | $1.3M |
"% 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.