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 |
| Elevate Wealth Advisory, Inc. | 2.34% | Add +5.9% | 106,622 | $3.1M |
| Linscomb Wealth, Inc. | 0.15% | Add +122.1% | 101,793 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.7% | 96,235 | $2.9M |
| Envision Financial Planning, LLC | 1.49% | Reduce -0.2% | 96,141 | $2.9M |
| Peninsula Wealth, LLC | 0.49% | Add +0.4% | 95,133 | $2.9M |
| Bfsg, LLC | 0.33% | Add +0.7% | 95,112 | $2.9M |
| Essex Financial Services, Inc. | 0.20% | Add +31.8% | 94,016 | $2.8M |
| American Investment Services, Inc. | 0.49% | Add +8.2% | 91,972 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.90% | Reduce -5.1% | 91,657 | $2.8M |
| Vantage Point Financial LLC | 1.48% | — | 91,654 | $2.8M |
| GEM Asset Management, LLC | 1.53% | Add +31.6% | 91,105 | $2.7M |
| TCI Wealth Advisors, Inc. | 0.22% | Add +14.8% | 86,885 | $2.6M |
| First Financial Group Corp | 2.84% | — | 85,622 | $2.6M |
| CLG LLC | 0.90% | — | 83,773 | $2.5M |
| Fort Vancouver Investment Management, LLC | 2.04% | Add +178.6% | 80,055 | $2.4M |
| Pinney & Scofield, Inc. | 1.82% | — | 79,971 | $2.4M |
| Gradient Capital Advisors, LLC | 0.77% | Add +20.6% | 79,161 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.55% | Add +22.9% | 79,154 | $2.4M |
| Eclectic Associates Inc. | 0.69% | Add +154.9% | 77,641 | $2.3M |
| Investmark Advisory Group LLC | 1.14% | Add +5.0% | 77,468 | $2.3M |
| Collective Family Office LLC | 0.63% | Add +7.2% | 76,036 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.40% | Reduce -2.5% | 74,538 | $2.2M |
| Pine Harbor Wealth Management, LLC | 0.89% | Reduce -2.7% | 73,954 | $2.2M |
| Vannoy Advisory Group, Inc. | 1.64% | Reduce -2.5% | 73,248 | $2.2M |
| Mills Wealth Advisors LLC | 1.24% | Add +6.1% | 72,394 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.46% | Add +0.6% | 71,375 | $2.1M |
| GEN Financial Management, INC. | 1.38% | — | 70,604 | $2.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +20.6% | 67,442 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +48.0% | 66,571 | $2.0M |
| Porter White Investment Advisors, Inc. | 0.98% | Add +0.5% | 64,483 | $1.9M |
| Retirement Guys Formula LLC | 0.97% | Reduce -12.0% | 64,343 | $1.9M |
| Criterion Capital Advisors, LLC | 1.17% | No change | 64,193 | $1.9M |
| Strategent Financial, LLC | 1.84% | — | 61,581 | $1.8M |
| Compass Financial Group, Inc. | 0.88% | Add +16.0% | 61,152 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +35.6% | 59,918 | $1.8M |
| Factor Wealth Management LTD | 0.59% | — | 58,988 | $1.8M |
| Trinity Financial Advisors LLC | 0.66% | Reduce -16.1% | 57,659 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | No change | 56,423 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +178.4% | 54,778 | $1.6M |
| DBK Financial Counsel, LLC | 1.66% | Add +5.9% | 54,717 | $1.6M |
| Creative Planning | 0.00% | Reduce -6.0% | 54,663 | $1.6M |
| BIP Wealth, LLC | 0.11% | Add +54.5% | 54,404 | $1.6M |
| Morris Financial Concepts, Inc. | 0.68% | Add +6.7% | 52,901 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +119.2% | 52,448 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -10.5% | 50,112 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 48,571 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 48,465 | $1.5M |
| L.K. Benson & Company, P.C. | 1.00% | — | 47,127 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.29% | Reduce -6.5% | 47,021 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +3.8% | 43,821 | $1.3M |
| Mariner, LLC | 0.00% | Add +9.5% | 43,181 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | New | 40,553 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +452.1% | 38,944 | $1.2M |
| McMill Wealth Management | 0.47% | — | 38,709 | $1.2M |
| Emprise Bank | 0.65% | Reduce -3.0% | 38,572 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.53% | Add +80.7% | 38,466 | $1.2M |
| Disciplined Investors, L.L.C. | 1.05% | — | 36,160 | $1.1M |
| Vestia Personal Wealth Advisors | 0.88% | Add +30.8% | 35,478 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +120.1% | 35,288 | $1.1M |
| Builder Investment Group Inc. | 0.28% | Add +8.0% | 34,952 | $1.0M |
| BluePointe Capital Management, LLC | 0.57% | Reduce -10.2% | 33,343 | $1.0M |
| Berger Financial Group, Inc | 0.06% | New | 29,060 | $873K |
| Zhang Financial LLC | 0.05% | Reduce -3.8% | 28,564 | $858K |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.3% | 27,716 | $832K |
| Equitable Holdings, Inc. | 0.01% | Reduce -32.5% | 27,565 | $828K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -57.5% | 26,427 | $794K |
| Aurelius Family Office LLC | 0.39% | — | 26,066 | $783K |
| Werba Rubin Papier Wealth Management | 0.17% | Reduce -3.3% | 24,445 | $734K |
| Mercer Global Advisors Inc. | 0.00% | New | 24,323 | $730K |
| Aire Advisors, LLC | 0.14% | Add +0.1% | 23,203 | $697K |
| City State Bank | 0.24% | Add +41.8% | 22,660 | $680K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +36.9% | 22,404 | $673K |
| Sterling Financial Planning, Inc. | 0.24% | Add +5.6% | 21,836 | $656K |
| Melfa Wealth Management, Inc. | 0.43% | Add +21.2% | 21,587 | $648K |
| Flow Traders U.S. LLC | 0.03% | New | 21,039 | $632K |
| Forum Financial Management, LP | 0.01% | New | 21,024 | $631K |
| Staley Capital Advisers Inc. | 0.03% | New | 20,000 | $601K |
| Oceanside Advisors LLC | 0.43% | Add +13.1% | 19,035 | $572K |
| Spire Wealth Management | 0.02% | New | 18,626 | $559K |
| Infinity Wealth Counsel, LLC | 0.59% | — | 18,563 | $557K |
| Optima Capital LLC | 0.38% | — | 18,500 | $556K |
| LJI Wealth Management, LLC | 0.11% | Add +8.8% | 18,349 | $551K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +168.9% | 18,296 | $549K |
| SOL Capital Management CO | 0.06% | Add +109.4% | 18,295 | $549K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +29.6% | 18,169 | $546K |
| Curio Wealth, LLC | 0.29% | — | 17,972 | $540K |
| Naples Global Advisors, LLC | 0.05% | New | 16,788 | $504K |
| Parkshore Wealth Management, Inc. | 0.30% | — | 16,465 | $494K |
| IFP Advisors, Inc | 0.02% | Add +987.7% | 16,316 | $490K |
| McGrath & Associates, Inc. | 0.97% | — | 16,057 | $482K |
| MML Investors Services, LLC | 0.00% | Add +30.8% | 15,611 | $469K |
| D. E. Shaw & Co. | 0.00% | Reduce -18.2% | 15,577 | $468K |
| Clark Asset Management, LLC | 0.09% | New | 15,444 | $464K |
| Formidable Asset Management, LLC | 0.07% | New | 14,865 | $446K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 14,605 | $439K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.25% | New | 14,320 | $430K |
| Sensible Money, LLC | 0.19% | No change | 14,290 | $429K |
| Wingate Wealth Advisors, Inc. | 0.42% | — | 14,250 | $428K |
| Asset Dedication, LLC | 0.03% | No change | 14,222 | $427K |
| Seneschal Advisors, LLC | 0.34% | — | 13,454 | $404K |
| TAGStone Capital, Inc. | 0.19% | Reduce -12.5% | 12,781 | $384K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -1.7% | 12,620 | $379K |
| SYM FINANCIAL Corp | 0.05% | No change | 12,574 | $378K |
| Warner Financial, Inc. | 0.16% | Add +0.5% | 12,549 | $377K |
| Quadcap Wealth Management, LLC | 0.05% | Add +15.8% | 12,408 | $373K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,787 | $354K |
| Keb Asset Management, LLC | 0.10% | Reduce -11.8% | 11,735 | $352K |
| Aegis Wealth Management LLC | 0.23% | — | 11,508 | $346K |
| RCS Financial Planning, LLC | 0.18% | Reduce -2.0% | 11,419 | $343K |
| Quantinno Capital Management LP | 0.00% | No change | 11,389 | $342K |
| Choreo, LLC | 0.00% | Add +21.0% | 10,851 | $326K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 10,516 | $316K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,225 | $307K |
| Foundation Wealth Management, LLC\PA | 0.15% | — | 10,100 | $303K |
| Strathmore Capital Advisors, Inc. | 0.22% | — | 10,025 | $301K |
| Royal Bank of Canada | 0.00% | Reduce -69.5% | 9,488 | $285K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +41.5% | 9,428 | $283K |
| Cary Street Partners Financial LLC | 0.01% | — | 9,256 | $278K |
| Stifel Financial Corp. | 0.00% | No change | 9,248 | $278K |
| Samalin Investment Counsel, LLC | 0.12% | New | 9,096 | $273K |
| RAM Investment Partners, LLC | 0.07% | New | 8,828 | $265K |
| PBMares Wealth Management LLC | 0.05% | No change | 8,532 | $256K |
| Scratch Capital LLC | 0.31% | — | 8,521 | $256K |
| Captrust Financial Advisors | 0.00% | Reduce -6.4% | 8,426 | $253K |
| RB Capital Management, LLC | 0.06% | Add +4.0% | 8,061 | $242K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.0% | 7,863 | $236K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | New | 7,862 | $236K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.5% | 7,161 | $215K |
| Rehmann Capital Advisory Group | 0.01% | New | 7,142 | $214K |
| McClarren Financial Advisors, Inc. | 0.59% | Add +23416.7% | 7,055 | $211K |
| Family CFO Inc | 0.11% | Reduce -18.4% | 6,904 | $207K |
| VSM Wealth Advisory, LLC | 0.06% | — | 5,811 | $175K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +234.8% | 3,967 | $119K |
| Morgan Stanley | 0.00% | Reduce -26.4% | 3,856 | $116K |
| Addison Advisors LLC | 0.03% | Add +477.9% | 3,785 | $114K |
| AdvisorNet Financial, Inc | 0.01% | Add +291.9% | 3,135 | $94K |
| S.A. Mason LLC | 0.04% | No change | 2,853 | $86K |
| Avondale Wealth Management | 0.05% | No change | 2,794 | $84K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.7% | 2,499 | $75K |
| McIlrath & Eck, LLC | 0.01% | Add +0.5% | 2,346 | $70K |
| Paladin Advisory Group, LLC | 0.05% | No change | 2,009 | $60K |
| FMR LLC | 0.00% | Reduce -3.4% | 1,915 | $57K |
| C M Bidwell & Associates Ltd. | 0.03% | Add +12.6% | 1,890 | $57K |
| Ancora Advisors LLC | 0.00% | No change | 1,850 | $56K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,827 | $55K |
| Wells Fargo & Company | 0.00% | Reduce -37.0% | 1,250 | $38K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,110 | $33K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,089 | $33K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -48.7% | 1,054 | $32K |
| Topsail Wealth Management, LLC | 0.01% | — | 958 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | Add +875.3% | 790 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 727 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 651 | $20K |
| Concord Wealth Partners | 0.00% | Add +0.5% | 625 | $19K |
| Lam Group, Inc. | 0.01% | Reduce -1.6% | 610 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.9% | 438 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 437 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 415 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 359 | $11K |
| AE Wealth Management LLC | 0.00% | New | 275 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 240 | $7K |
| Cwm, LLC | 0.00% | No change | 151 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 128 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 35 | $1K |
"% 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.