Dim US Large Cap Value ETFDFLVETF
13F holders, Q4 2024 (December 31)264holders +50
21new positions
8sold out
1famous investor
$30.03avg. 13F price*
At the end of Q4 2024, 264 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 50 from Q3 2024. 21 opened new positions and 8 sold out. The largest holders were Savant Capital, LLC ($205.4M), EP Wealth Advisors, LLC ($152.3M) and Corient Private Wealth LP ($143.3M). 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 (Q4 2024)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $31.0M |
| Exits | 8 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 11,289,312 shares bought and 1,357,580 shares sold, net +9,931,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Savant Capital, LLC | 1.61% | Add +63.5% | 6,840,022 | $205.4M |
| EP Wealth Advisors, LLC | 1.24% | Add +46.5% | 5,072,131 | $152.3M |
| Corient Private Wealth LP | 0.24% | Add +10.5% | 4,772,108 | $143.3M |
| Foster Group, Inc. | 3.85% | Add +1.8% | 3,361,578 | $100.9M |
| Mosaic Family Wealth Partners, LLC | 11.42% | Add +4.9% | 2,633,316 | $79.1M |
| Pathstone Holdings, LLC | 0.34% | Reduce -23.3% | 2,586,882 | $77.7M |
| Truepoint, Inc. | 1.80% | Add +8.9% | 2,240,505 | $67.3M |
| DiNuzzo Private Wealth, Inc. | 6.84% | Reduce -1.6% | 1,799,402 | $54.0M |
| Cable Hill Partners, LLC | 5.15% | Add +3.2% | 1,700,656 | $51.1M |
| Summit Financial Strategies, Inc. | 5.57% | Add +10.7% | 1,679,078 | $50.4M |
| WPWealth LLP | 9.51% | Add +7.6% | 1,550,210 | $46.6M |
| HighTower Advisors, LLC | 0.06% | Add +20.5% | 1,495,702 | $44.9M |
| Avantax Advisory Services, Inc. | 0.25% | Add +36.4% | 1,320,933 | $39.7M |
| Phillips Financial Management, LLC | 2.69% | Add +30.8% | 1,138,494 | $34.2M |
| OneDigital Investment Advisors LLC | 0.37% | Reduce -9.8% | 1,073,782 | $32.2M |
| LPL Financial LLC | 0.01% | Add +15.2% | 1,073,735 | $32.2M |
| Quent Capital, LLC | 3.19% | Add +22.1% | 1,025,025 | $30.8M |
| EnRich Financial Partners LLC | 9.72% | Reduce -0.6% | 971,854 | $29.2M |
| Bank of Montreal | 0.01% | Add +8.1% | 959,344 | $28.8M |
| Destiny Wealth Partners, LLC | 4.52% | Add +8.5% | 921,918 | $27.7M |
| Index Fund Advisors, Inc. | 1.49% | Add +5.5% | 919,463 | $27.6M |
| Eastern Bank | 0.51% | Add +0.2% | 911,316 | $27.4M |
| NewEdge Advisors, LLC | 0.15% | Reduce -14.5% | 855,266 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +15.6% | 841,429 | $25.3M |
| Total Wealth Planning, LLC | 3.83% | Add +11.2% | 818,031 | $24.6M |
| Mather Group, Llc. | 0.32% | Add +1.0% | 815,868 | $24.5M |
| Great Oak Capital Partners, LLC | 8.13% | Add +1.4% | 805,545 | $24.3M |
| Team Hewins, LLC | 9.42% | Add +6.5% | 801,741 | $24.1M |
| Tumwater Wealth Management, LLC | 12.57% | — | 798,335 | $24.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +2.8% | 747,230 | $22.4M |
| Jentner Corp | 6.41% | Add +12.6% | 733,334 | $22.0M |
| Acropolis Investment Management, LLC | 1.29% | Add +5.3% | 725,152 | $21.8M |
| Arax Advisory Partners | 1.22% | Add +1.7% | 643,527 | $19.3M |
| Corrigan Financial, Inc. | 4.28% | Add +18.0% | 621,907 | $18.7M |
| Tilson Financial Group, Inc. | 7.57% | Add +6.7% | 617,964 | $18.6M |
| Acorn Creek Capital LLC | 9.34% | Add +4.0% | 605,553 | $18.2M |
| Lakeshore Financial Planning, Inc. | 7.49% | Add +0.2% | 584,486 | $17.6M |
| Wealth Architects, LLC | 1.97% | Add +18.2% | 582,025 | $17.5M |
| Cerity Partners LLC | 0.04% | Add +48.7% | 572,686 | $17.2M |
| Diversified Portfolios, Inc. | 1.77% | Add +18.3% | 541,616 | $16.3M |
| Hill Island Financial LLC | 4.53% | New | 516,274 | $15.5M |
| Wescott Financial Advisory Group, LLC | 1.52% | Add +8.6% | 489,036 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.53% | Add +14.1% | 482,808 | $14.5M |
| Sachem Hill LLC | 2.79% | Add +1.7% | 445,281 | $13.4M |
| Betterment LLC | 0.03% | Add +20.6% | 437,930 | $13.2M |
| Tobias Financial Advisors, Inc. | 2.63% | Add +8.5% | 434,978 | $13.1M |
| Stage Harbor Financial, LLC | 11.36% | Add +12.2% | 434,882 | $13.1M |
| Evanson Asset Management, LLC | 0.85% | Add +19.8% | 412,948 | $12.4M |
| Liberty Wealth Management LLC | 2.06% | Reduce -0.3% | 411,550 | $12.4M |
| VeraBank, N.A. | 3.45% | Add +15.4% | 407,004 | $12.2M |
| Chicago Partners Investment Group LLC | 0.39% | Add +6.2% | 383,282 | $11.6M |
| Francis Financial, Inc. | 2.85% | Add +18.7% | 373,443 | $11.2M |
| RFG Advisory, LLC | 0.29% | Add +5.0% | 346,165 | $10.4M |
| Austin Asset Management Co Inc | 2.14% | Add +2.5% | 341,590 | $10.3M |
| Kelly Financial Group LLC | 3.44% | — | 321,659 | $9.7M |
| Bank of America Corp. | 0.00% | Add +101.8% | 320,591 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +782.8% | 319,523 | $9.6M |
| BOS Asset Management, LLC | 3.44% | Add +1.8% | 317,734 | $9.5M |
| Monograph Wealth Advisors, LLC | 1.17% | No change | 295,840 | $8.9M |
| Advisory Alpha, LLC | 0.32% | Add +0.2% | 294,884 | $8.9M |
| Ruedi Wealth Management, Inc. | 2.78% | Add +16.2% | 293,228 | $8.8M |
| Blue Oak Capital, LLC | 5.31% | — | 291,129 | $8.7M |
| FinDec Wealth Services, Inc. | 5.82% | Reduce -13.3% | 279,153 | $8.4M |
| Apella Capital, LLC | 0.31% | Add +1001.2% | 268,367 | $8.1M |
| Sterling Wealth Management, Inc. | 2.86% | Add +12.5% | 257,992 | $7.7M |
| Burk Holdings LLC | 6.13% | — | 252,243 | $7.6M |
| Larson Financial Group LLC | 0.39% | Reduce -12.1% | 250,622 | $7.5M |
| Gemmer Asset Management LLC | 0.69% | Add +17.3% | 233,749 | $7.0M |
| Lauer Wealth, LLC | 4.59% | Add +0.2% | 228,450 | $6.9M |
| Martin Worley Group | 4.24% | — | 225,972 | $6.8M |
| Allworth Financial LP | 0.04% | Add +101.8% | 216,054 | $6.8M |
| Pillar Financial Advisors, LLC | 5.14% | — | 223,544 | $6.7M |
| LRI Investments, LLC | 0.60% | Add +6.8% | 210,960 | $6.3M |
| Sax Wealth Advisors, LLC | 0.49% | Reduce -5.3% | 207,196 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.26% | New | 198,864 | $6.0M |
| Level Financial Advisors | 2.17% | Add +15.2% | 196,806 | $5.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -1.4% | 191,396 | $5.7M |
| Fiduciary Financial Group, LLC | 1.25% | Add +5.5% | 190,519 | $5.7M |
| Legacy Financial Group, Inc. | 1.82% | Add +11.9% | 188,685 | $5.7M |
| Longview Financial Advisors LLC | 3.56% | — | 176,634 | $5.3M |
| Momentous Wealth Management, Inc. | 4.35% | — | 174,905 | $5.3M |
| Modera Wealth Management, LLC | 0.06% | Add +4.9% | 173,951 | $5.2M |
| Golden Bell Financial Planning LLC | 5.25% | — | 173,922 | $5.2M |
| Disciplined Investments, LLC | 2.54% | Add +9.0% | 171,785 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.2% | 161,336 | $4.8M |
| Maryland Capital Advisors Inc. | 2.21% | Add +74.3% | 158,741 | $4.8M |
| Cordant, Inc. | 2.45% | Add +5.6% | 155,004 | $4.7M |
| Blue Trust, Inc. | 0.06% | Add +56.5% | 150,136 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +21.3% | 144,800 | $4.3M |
| Mustard Seed Financial, LLC | 3.46% | Add +14.6% | 141,900 | $4.3M |
| Sanctuary Wealth Management, L.L.C. | 2.77% | Add +105.8% | 139,588 | $4.2M |
| Sandy Spring Bank | 0.17% | Add +8.9% | 136,099 | $4.1M |
| Avantax Planning Partners, Inc. | 0.14% | Reduce -0.6% | 132,805 | $4.0M |
| Avior Wealth Management, LLC | 0.15% | Add +84.9% | 132,408 | $4.0M |
| Vawter Financial, Ltd. | 2.23% | Add +9.6% | 123,675 | $3.7M |
| Studio Investment Management LLC | 0.78% | Add +21.9% | 121,739 | $3.7M |
| Redwood Park Advisors LLC | 2.88% | — | 112,524 | $3.4M |
| Eq Wealth Advisors, LLC | 3.14% | — | 108,914 | $3.3M |
| Strategic Investment Solutions, Inc. | 1.06% | Add +34.0% | 107,365 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +2.3% | 104,448 | $3.1M |
"% 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.