Dim US Large Cap Value ETFDFLVETF
13F holders, Q3 2024 (September 30)214holders +14
24new positions
9sold out
1famous investor
$30.81avg. 13F price*
At the end of Q3 2024, 214 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 14 from Q2 2024. 24 opened new positions and 9 sold out. The largest holders were Corient Private Wealth LP ($133.0M), Savant Capital, LLC ($128.9M) and EP Wealth Advisors, LLC ($106.7M). 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 (Q3 2024)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.6M |
| Exits | 9 | $2.3M |
All 13F filers, Q2 2024 → Q3 2024: 9,327,777 shares bought and 977,865 shares sold, net +8,349,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Corient Private Wealth LP | 0.21% | Add +9.5% | 4,317,298 | $133.0M |
| Savant Capital, LLC | 1.07% | Add +355.3% | 4,184,352 | $128.9M |
| EP Wealth Advisors, LLC | 0.92% | Add +29.9% | 3,462,912 | $106.7M |
| Pathstone Holdings, LLC | 0.47% | Reduce -1.1% | 3,373,459 | $103.9M |
| Foster Group, Inc. | 3.80% | Add +0.5% | 3,303,117 | $101.8M |
| Mosaic Family Wealth Partners, LLC | 11.48% | Add +6.8% | 2,509,698 | $77.3M |
| Truepoint, Inc. | 1.70% | Add +7.7% | 2,058,111 | $63.4M |
| DiNuzzo Private Wealth, Inc. | 6.95% | Reduce -1.2% | 1,829,105 | $56.4M |
| Cable Hill Partners, LLC | 4.99% | Add +12.1% | 1,647,644 | $50.8M |
| Summit Financial Strategies, Inc. | 5.26% | Add +15.2% | 1,516,408 | $46.7M |
| WPWealth LLP | 9.20% | Add +12.2% | 1,441,038 | $44.4M |
| HighTower Advisors, LLC | 0.06% | Add +19.4% | 1,241,079 | $38.3M |
| OneDigital Investment Advisors LLC | 0.42% | Add +12.0% | 1,190,920 | $36.7M |
| NewEdge Advisors, LLC | 0.20% | Reduce -2.0% | 999,999 | $30.8M |
| EnRich Financial Partners LLC | 10.06% | Add +1.8% | 977,730 | $30.1M |
| Avantax Advisory Services, Inc. | 0.20% | Add +21.6% | 968,229 | $29.8M |
| LPL Financial LLC | 0.01% | Add +4.0% | 932,291 | $28.7M |
| Eastern Bank | 0.50% | Add +1.0% | 909,558 | $28.0M |
| Bank of Montreal | 0.01% | Add +11.9% | 887,521 | $27.3M |
| Index Fund Advisors, Inc. | 1.42% | Add +14.5% | 871,560 | $26.9M |
| Phillips Financial Management, LLC | 2.08% | Add +14.2% | 870,256 | $26.8M |
| Destiny Wealth Partners, LLC | 4.59% | Add +0.3% | 849,601 | $26.2M |
| Quent Capital, LLC | 2.63% | Add +10.4% | 839,533 | $25.9M |
| Mather Group, Llc. | 0.32% | Reduce -4.7% | 807,845 | $24.9M |
| Great Oak Capital Partners, LLC | 8.51% | Add +1.8% | 794,526 | $24.6M |
| Team Hewins, LLC | 8.88% | Add +3.2% | 753,055 | $23.2M |
| Total Wealth Planning, LLC | 3.54% | Add +8.8% | 735,909 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +14.1% | 728,014 | $22.4M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +1.7% | 726,802 | $22.4M |
| Acropolis Investment Management, LLC | 1.26% | Add +0.3% | 688,873 | $21.2M |
| Jentner Corp | 6.14% | Add +5.8% | 651,446 | $20.1M |
| Arax Advisory Partners | 1.74% | Reduce -1.1% | 632,499 | $19.5M |
| Lakeshore Financial Planning, Inc. | 7.92% | Reduce -1.4% | 583,329 | $18.0M |
| Acorn Creek Capital LLC | 9.52% | Add +7.5% | 582,406 | $17.9M |
| Tilson Financial Group, Inc. | 7.73% | Add +30.4% | 579,327 | $17.8M |
| Corrigan Financial, Inc. | 3.72% | Add +24.9% | 527,081 | $16.2M |
| Wealth Architects, LLC | 1.72% | Add +17.0% | 492,397 | $15.2M |
| Diversified Portfolios, Inc. | 1.47% | Add +23.5% | 457,913 | $14.1M |
| Wescott Financial Advisory Group, LLC | 1.49% | Add +17.8% | 450,176 | $13.9M |
| Sachem Hill LLC | 2.74% | Reduce -0.4% | 437,775 | $13.5M |
| Exencial Wealth Advisors, LLC | 0.47% | Add +27.5% | 423,123 | $13.0M |
| Liberty Wealth Management LLC | 2.16% | Reduce -40.8% | 412,675 | $12.7M |
| Tobias Financial Advisors, Inc. | 2.48% | Reduce -0.1% | 401,044 | $12.4M |
| Stage Harbor Financial, LLC | 11.04% | Add +9.4% | 387,640 | $12.1M |
| Cerity Partners LLC | 0.03% | Add +131.6% | 385,166 | $11.9M |
| Chicago Partners Investment Group LLC | 0.40% | Add +17.0% | 360,965 | $11.2M |
| Betterment LLC | 0.03% | Add +47.8% | 363,095 | $11.2M |
| VeraBank, N.A. | 3.18% | Add +2.9% | 352,676 | $10.9M |
| Evanson Asset Management, LLC | 0.75% | Reduce -4.4% | 344,804 | $10.6M |
| Austin Asset Management Co Inc | 2.09% | Add +4.8% | 333,355 | $10.3M |
| RFG Advisory, LLC | 0.31% | Add +13.1% | 329,555 | $10.2M |
| FinDec Wealth Services, Inc. | 5.76% | Add +1.3% | 321,917 | $9.9M |
| Francis Financial, Inc. | 2.56% | Add +48.0% | 314,666 | $9.7M |
| BOS Asset Management, LLC | 3.56% | Add +10.3% | 312,064 | $9.6M |
| Monograph Wealth Advisors, LLC | 1.19% | Add +9.6% | 295,840 | $9.1M |
| Advisory Alpha, LLC | 0.32% | Add +3.5% | 294,167 | $9.1M |
| Larson Financial Group LLC | 0.50% | Reduce -8.1% | 285,054 | $8.8M |
| Ruedi Wealth Management, Inc. | 2.67% | Add +22.4% | 252,259 | $7.8M |
| Lauer Wealth, LLC | 5.49% | Add +1.7% | 227,950 | $7.1M |
| Sterling Wealth Management, Inc. | 2.64% | Add +175.9% | 229,393 | $7.1M |
| Sax Wealth Advisors, LLC | 0.60% | Add +6.4% | 218,800 | $6.7M |
| LRI Investments, LLC | 0.61% | Add +6.4% | 197,600 | $6.3M |
| Gemmer Asset Management LLC | 0.61% | Add +4.6% | 199,292 | $6.1M |
| Waverly Advisors, LLC | 0.11% | Add +3.9% | 194,130 | $6.0M |
| Advisory Services & Investments, LLC | 4.02% | Add +18.5% | 191,878 | $5.9M |
| Fiduciary Financial Group, LLC | 1.27% | Add +15.5% | 180,617 | $5.5M |
| Level Financial Advisors | 2.01% | Add +80.3% | 170,862 | $5.3M |
| Legacy Financial Group, Inc. | 1.76% | Add +14.7% | 168,586 | $5.2M |
| Modera Wealth Management, LLC | 0.07% | Add +0.5% | 165,790 | $5.1M |
| Bank of America Corp. | 0.00% | Add +51.9% | 158,830 | $4.9M |
| Disciplined Investments, LLC | 2.40% | Add +24.1% | 157,614 | $4.9M |
| Cordant, Inc. | 2.31% | Add +18.6% | 146,723 | $4.5M |
| Avantax Planning Partners, Inc. | 0.15% | Add +0.3% | 133,653 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.9% | 130,914 | $4.0M |
| Sandy Spring Bank | 0.16% | Add +14.4% | 125,023 | $3.9M |
| Mustard Seed Financial, LLC | 3.17% | Add +28.6% | 123,834 | $3.8M |
| Focus Partners Wealth | 0.01% | New | 119,349 | $3.7M |
| Vawter Financial, Ltd. | 2.12% | Reduce -1.7% | 112,844 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -15.4% | 107,060 | $3.3M |
| Cyndeo Wealth Partners, LLC | 0.22% | New | 102,126 | $3.1M |
| Elevate Wealth Advisory, Inc. | 2.30% | Reduce -0.0% | 100,675 | $3.1M |
| Studio Investment Management LLC | 0.65% | Add +18.0% | 99,911 | $3.1M |
| Peninsula Wealth, LLC | 0.52% | Reduce -8.8% | 94,761 | $3.0M |
| Glass Jacobson Investment Advisors llc | 0.99% | Reduce -5.9% | 96,619 | $3.0M |
| Envision Financial Planning, LLC | 1.56% | Add +19.7% | 96,377 | $3.0M |
| Bfsg, LLC | 0.34% | Add +30.6% | 94,473 | $2.9M |
| Maryland Capital Advisors Inc. | 1.36% | Add +32.3% | 91,049 | $2.8M |
| Blue Trust, Inc. | 0.04% | Reduce -7.9% | 95,900 | $2.8M |
| American Investment Services, Inc. | 0.44% | Add +0.2% | 84,996 | $2.6M |
| Strategic Investment Solutions, Inc. | 0.74% | Add +10.6% | 80,095 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.43% | Reduce -2.4% | 76,453 | $2.4M |
| Pine Harbor Wealth Management, LLC | 1.16% | Reduce -12.4% | 75,985 | $2.3M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +9.6% | 75,694 | $2.3M |
| Vannoy Advisory Group, Inc. | 1.68% | Reduce -0.9% | 75,114 | $2.3M |
| Investmark Advisory Group LLC | 1.10% | Add +4.3% | 73,741 | $2.3M |
| Retirement Guys Formula LLC | 1.05% | Add +4.0% | 73,125 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -7.4% | 71,357 | $2.2M |
| Avior Wealth Management, LLC | 0.09% | Add +490.3% | 71,601 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.56% | Add +5.3% | 70,960 | $2.2M |
| Collective Family Office LLC | 0.59% | Add +23.1% | 70,949 | $2.2M |
"% 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.