Dim US Large Cap Value ETFDFLVETF
13F holders, Q2 2024 (June 30)200holders +25
30new positions
8sold out
1famous investor
$28.82avg. 13F price*
At the end of Q2 2024, 200 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 25 from Q1 2024. 30 opened new positions and 8 sold out. The largest holders were Corient Private Wealth LP ($113.9M), Pathstone Holdings, LLC ($98.6M) and Foster Group, Inc. ($95.1M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2024)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $53.6M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 11,664,793 shares bought and 355,736 shares sold, net +11,309,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Corient Private Wealth LP | 0.20% | Add +8.7% | 3,941,332 | $113.9M |
| Pathstone Holdings, LLC | 0.45% | Add +4.1% | 3,410,402 | $98.6M |
| Foster Group, Inc. | 3.74% | Add +30372.3% | 3,288,263 | $95.1M |
| EP Wealth Advisors, LLC | 0.82% | Add +16.6% | 2,665,035 | $77.0M |
| Mosaic Family Wealth Partners, LLC | 10.92% | Add +2.7% | 2,349,376 | $67.9M |
| Truepoint, Inc. | 1.58% | Add +6.4% | 1,911,511 | $55.3M |
| DiNuzzo Private Wealth, Inc. | 7.23% | Reduce -1.0% | 1,852,077 | $53.5M |
| Cable Hill Partners, LLC | 4.61% | Add +6.8% | 1,470,112 | $42.5M |
| Summit Financial Strategies, Inc. | 4.73% | Add +60.6% | 1,316,900 | $38.1M |
| WPWealth LLP | 8.97% | Add +12.3% | 1,284,599 | $37.1M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -7.9% | 1,063,189 | $30.7M |
| HighTower Advisors, LLC | 0.05% | Add +92.6% | 1,039,877 | $30.1M |
| NewEdge Advisors, LLC | 0.21% | Add +4.0% | 1,019,956 | $29.5M |
| EnRich Financial Partners LLC | 10.18% | Add +0.7% | 960,044 | $27.8M |
| Savant Capital, LLC | 0.27% | Add +272.6% | 919,054 | $26.6M |
| Eastern Bank | 1.05% | Add +2.8% | 900,762 | $26.0M |
| LPL Financial LLC | 0.01% | Add +5.7% | 896,030 | $25.9M |
| Mather Group, Llc. | 0.31% | Add +7.0% | 847,485 | $25.4M |
| Destiny Wealth Partners, LLC | 4.40% | New | 847,063 | $24.5M |
| Bank of Montreal | 0.01% | Add +11.3% | 793,336 | $23.1M |
| Avantax Advisory Services, Inc. | 0.16% | Add +180.3% | 796,039 | $23.0M |
| Great Oak Capital Partners, LLC | 8.55% | Add +14.5% | 780,824 | $22.7M |
| Phillips Financial Management, LLC | 1.82% | Add +16.5% | 762,303 | $22.0M |
| Index Fund Advisors, Inc. | 1.24% | Add +10.6% | 761,165 | $22.0M |
| Quent Capital, LLC | 2.42% | Add +31.2% | 760,655 | $22.0M |
| Team Hewins, LLC | 8.77% | Add +1.1% | 729,839 | $21.1M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +3.6% | 714,447 | $20.7M |
| Total Wealth Planning, LLC | 3.36% | Add +17.6% | 676,289 | $20.5M |
| Acropolis Investment Management, LLC | 1.25% | Add +14.5% | 686,944 | $19.9M |
| Arax Advisory Partners | 1.80% | Reduce -1.1% | 639,205 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.6% | 638,316 | $18.5M |
| Jentner Corp | 5.91% | Add +19.6% | 615,603 | $17.8M |
| Lakeshore Financial Planning, Inc. | 8.35% | Reduce -1.7% | 591,839 | $17.1M |
| Acorn Creek Capital LLC | 9.35% | Add +3.2% | 541,838 | $15.7M |
| Tilson Financial Group, Inc. | 12.97% | Add +6.4% | 444,082 | $12.8M |
| Sachem Hill LLC | 2.73% | Add +24.6% | 439,443 | $12.7M |
| Corrigan Financial, Inc. | 3.23% | No change | 421,865 | $12.7M |
| Wealth Architects, LLC | 1.49% | Add +10.9% | 420,951 | $12.2M |
| Tobias Financial Advisors, Inc. | 2.50% | Add +25.4% | 401,317 | $11.6M |
| Liberty Wealth Management LLC | 2.11% | Add +79.2% | 696,549 | $11.5M |
| Wescott Financial Advisory Group, LLC | 1.28% | Add +20.1% | 382,067 | $11.0M |
| Diversified Portfolios, Inc. | 1.41% | Add +69.7% | 370,885 | $10.7M |
| Evanson Asset Management, LLC | 0.77% | Add +8.6% | 360,529 | $10.4M |
| Stage Harbor Financial, LLC | 9.90% | Add +9.2% | 354,448 | $10.2M |
| VeraBank, N.A. | 3.08% | Add +2.8% | 342,700 | $9.9M |
| Cardiff Park Advisors, LLC | 0.93% | Add +0.3% | 333,381 | $9.6M |
| Exencial Wealth Advisors, LLC | 0.36% | Add +20.5% | 331,967 | $9.6M |
| Chicago Partners Investment Group LLC | 0.36% | Add +10.9% | 308,543 | $9.3M |
| Austin Asset Management Co Inc | 1.96% | Add +31.5% | 318,223 | $9.2M |
| FinDec Wealth Services, Inc. | 5.80% | Add +1.3% | 317,691 | $9.2M |
| Larson Financial Group LLC | 0.61% | Reduce -6.8% | 310,169 | $9.0M |
| RFG Advisory, LLC | 0.27% | Add +3.6% | 291,307 | $8.4M |
| Advisory Alpha, LLC | 0.32% | New | 284,174 | $8.2M |
| BOS Asset Management, LLC | 3.80% | Add +18.3% | 282,993 | $8.2M |
| Monograph Wealth Advisors, LLC | 1.14% | Add +5.2% | 269,950 | $7.8M |
| Betterment LLC | 0.02% | Add +10.7% | 245,605 | $7.1M |
| Lauer Wealth, LLC | 5.21% | Add +0.7% | 224,200 | $6.6M |
| Francis Financial, Inc. | 1.87% | Add +19.1% | 212,558 | $6.1M |
| Ruedi Wealth Management, Inc. | 2.35% | Add +64.3% | 206,084 | $6.0M |
| Sax Wealth Advisors, LLC | 0.57% | Add +11.8% | 205,647 | $5.9M |
| Gemmer Asset Management LLC | 0.59% | Add +16.2% | 190,580 | $5.5M |
| Waverly Advisors, LLC | 0.11% | New | 186,789 | $5.4M |
| LRI Investments, LLC | 0.61% | Add +9.3% | 185,752 | $5.4M |
| Cerity Partners LLC | 0.01% | New | 166,322 | $4.8M |
| Modera Wealth Management, LLC | 0.07% | Add +13.6% | 165,054 | $4.8M |
| Fiduciary Financial Group, LLC | 1.14% | — | 156,329 | $4.7M |
| Advisory Services & Investments, LLC | 3.25% | Add +10.5% | 161,937 | $4.7M |
| Legacy Financial Group, Inc. | 1.61% | Add +16.8% | 147,031 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 134,788 | $3.9M |
| Avantax Planning Partners, Inc. | 0.12% | No change | 133,307 | $3.9M |
| Allworth Financial LP | 0.02% | Add +14676.8% | 126,489 | $3.8M |
| Disciplined Investments, LLC | 1.96% | Add +10.9% | 127,028 | $3.7M |
| Cordant, Inc. | 2.00% | Add +47.6% | 123,673 | $3.6M |
| Vawter Financial, Ltd. | 2.28% | Add +5.2% | 114,792 | $3.3M |
| Sandy Spring Bank | 0.14% | Add +42.5% | 109,253 | $3.2M |
| Blue Trust, Inc. | 0.04% | No change | 104,136 | $3.1M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +10.4% | 106,976 | $3.1M |
| Peninsula Wealth, LLC | 0.57% | Add +8.2% | 103,888 | $3.1M |
| Bank of America Corp. | 0.00% | Add +270.7% | 104,577 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.08% | Add +13.1% | 102,648 | $3.0M |
| Elevate Wealth Advisory, Inc. | 2.36% | Add +6.5% | 100,702 | $2.9M |
| Mustard Seed Financial, LLC | 2.66% | Add +25.4% | 96,304 | $2.8M |
| Level Financial Advisors | 1.19% | Add +56.7% | 94,789 | $2.7M |
| Pine Harbor Wealth Management, LLC | 1.48% | Add +0.0% | 86,779 | $2.5M |
| American Investment Services, Inc. | 0.43% | Add +6.0% | 84,836 | $2.5M |
| Studio Investment Management LLC | 0.56% | Add +9.2% | 84,693 | $2.4M |
| Sterling Wealth Management, Inc. | 1.14% | Add +65.3% | 83,142 | $2.4M |
| Envision Financial Planning, LLC | 1.78% | Add +6.8% | 80,531 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.47% | Reduce -0.0% | 78,362 | $2.3M |
| Essex Financial Services, Inc. | 0.17% | Add +82.1% | 77,043 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.71% | — | 72,395 | $2.2M |
| Vannoy Advisory Group, Inc. | 1.70% | Reduce -1.4% | 75,784 | $2.2M |
| Bfsg, LLC | 0.26% | Add +9.7% | 72,330 | $2.1M |
| Trinity Financial Advisors LLC | 0.92% | Add +2.0% | 71,447 | $2.1M |
| Investmark Advisory Group LLC | 1.09% | Add +6.3% | 70,734 | $2.0M |
| Retirement Guys Formula LLC | 0.97% | Reduce -6.5% | 70,303 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.19% | Add +28.1% | 69,064 | $2.0M |
| Maryland Capital Advisors Inc. | 1.07% | Add +7.2% | 68,803 | $2.0M |
| Sprinkle Financial Consultants LLC | 1.54% | Add +50.5% | 67,420 | $1.9M |
| Porter White Investment Advisors, Inc. | 1.00% | Reduce -0.1% | 64,247 | $1.9M |
"% 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.