Dim US Large Cap Value ETFDFLVETF
13F holders, Q1 2025 (March 31)272holders +8
23new positions
11sold out
1famous investor
$30.51avg. 13F price*
At the end of Q1 2025, 272 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 8 from Q4 2024. 23 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($286.1M), EP Wealth Advisors, LLC ($197.9M) and Corient Private Wealth LP ($164.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2025)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $31.0M |
| Exits | 11 | $11.1M |
All 13F filers, Q4 2024 → Q1 2025: 12,798,433 shares bought and 2,302,889 shares sold, net +10,495,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Savant Capital, LLC | 2.42% | Add +36.8% | 9,358,535 | $286.1M |
| EP Wealth Advisors, LLC | 1.58% | Add +27.6% | 6,473,128 | $197.9M |
| Corient Private Wealth LP | 0.27% | Add +12.5% | 5,366,692 | $164.1M |
| Foster Group, Inc. | 3.90% | Add +1.5% | 3,411,049 | $104.3M |
| Mosaic Family Wealth Partners, LLC | 12.26% | Add +7.0% | 2,818,433 | $86.2M |
| Truepoint, Inc. | 2.27% | Add +22.4% | 2,742,906 | $83.9M |
| Pathstone Holdings, LLC | 0.34% | Add +0.6% | 2,601,644 | $79.5M |
| Summit Financial Strategies, Inc. | 5.60% | Add +8.2% | 1,816,827 | $55.5M |
| DiNuzzo Private Wealth, Inc. | 6.88% | Reduce -0.6% | 1,788,213 | $54.7M |
| Avantax Advisory Services, Inc. | 0.32% | Add +30.7% | 1,726,716 | $52.8M |
| Cable Hill Partners, LLC | 5.04% | Add +4.3% | 1,774,258 | $51.6M |
| HighTower Advisors, LLC | 0.07% | Add +8.1% | 1,616,155 | $49.4M |
| WPWealth LLP | 9.06% | Reduce -3.2% | 1,501,248 | $45.9M |
| LPL Financial LLC | 0.02% | Add +20.5% | 1,293,677 | $39.5M |
| Phillips Financial Management, LLC | 2.92% | Add +8.6% | 1,236,631 | $37.8M |
| Quent Capital, LLC | 3.70% | Add +12.5% | 1,152,876 | $35.2M |
| Mather Group, Llc. | 0.37% | Add +28.5% | 1,048,333 | $32.0M |
| Bank of Montreal | 0.02% | Add +9.0% | 1,045,415 | $32.0M |
| Index Fund Advisors, Inc. | 1.86% | Add +6.7% | 981,161 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +15.2% | 969,107 | $29.6M |
| EnRich Financial Partners LLC | 9.90% | Reduce -0.7% | 964,769 | $29.5M |
| Corrigan Financial, Inc. | 5.97% | Add +52.5% | 948,486 | $29.0M |
| Destiny Wealth Partners, LLC | 4.57% | Add +2.3% | 942,845 | $28.8M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -12.6% | 939,074 | $28.7M |
| Total Wealth Planning, LLC | 4.12% | Add +7.7% | 881,072 | $26.9M |
| Cerity Partners LLC | 0.05% | Add +47.7% | 845,838 | $25.9M |
| Team Hewins, LLC | 9.81% | Add +3.0% | 826,087 | $25.3M |
| Tumwater Wealth Management, LLC | 12.95% | Add +1.8% | 812,329 | $24.8M |
| Great Oak Capital Partners, LLC | 8.13% | No change | 805,545 | $24.3M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +5.4% | 787,822 | $24.1M |
| Tilson Financial Group, Inc. | 9.14% | Add +22.3% | 755,688 | $23.1M |
| Acropolis Investment Management, LLC | 1.36% | Add +3.6% | 751,285 | $23.0M |
| Jentner Corp | 6.69% | Reduce -0.3% | 730,768 | $22.3M |
| NewEdge Advisors, LLC | 0.12% | Reduce -20.2% | 682,123 | $20.9M |
| Apella Capital, LLC | 0.71% | Add +168.1% | 719,582 | $20.8M |
| Acorn Creek Capital LLC | 9.45% | Add +2.3% | 619,527 | $18.9M |
| Diversified Portfolios, Inc. | 1.97% | Add +13.4% | 614,131 | $18.8M |
| Bank of America Corp. | 0.00% | Add +90.4% | 610,399 | $18.7M |
| Lakeshore Financial Planning, Inc. | 7.61% | Add +2.3% | 597,822 | $18.3M |
| Wealth Architects, LLC | 1.98% | Add +0.9% | 587,281 | $18.0M |
| Hill Island Financial LLC | 5.12% | Add +10.7% | 571,433 | $17.5M |
| Exencial Wealth Advisors, LLC | 0.65% | Add +18.2% | 570,745 | $17.4M |
| Wescott Financial Advisory Group, LLC | 1.66% | Add +6.9% | 522,864 | $16.0M |
| Betterment LLC | 0.04% | Add +14.5% | 501,309 | $15.3M |
| Stage Harbor Financial, LLC | 12.72% | Add +13.0% | 491,275 | $15.0M |
| Root Financial Partners, LLC | 1.56% | New | 478,614 | $14.6M |
| Tobias Financial Advisors, Inc. | 2.81% | Add +9.0% | 474,044 | $14.5M |
| RFG Advisory, LLC | 0.38% | Add +34.5% | 465,464 | $14.2M |
| Sachem Hill LLC | 2.79% | Add +4.5% | 465,294 | $14.2M |
| Mariner, LLC | 0.02% | Add +976.6% | 464,910 | $14.2M |
| VeraBank, N.A. | 3.73% | Add +7.3% | 436,834 | $13.4M |
| Evanson Asset Management, LLC | 0.94% | Add +4.8% | 432,790 | $13.2M |
| Francis Financial, Inc. | 3.08% | Add +11.0% | 414,651 | $12.7M |
| Liberty Wealth Management LLC | 2.37% | Reduce -1.5% | 405,425 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 395,876 | $12.1M |
| FinDec Wealth Services, Inc. | 11.81% | Add +40.0% | 390,773 | $11.9M |
| Chicago Partners Investment Group LLC | 0.38% | Add +3.0% | 394,604 | $11.5M |
| Kelly Financial Group LLC | 3.35% | Add +8.9% | 350,315 | $10.7M |
| Austin Asset Management Co Inc | 2.31% | Add +1.1% | 345,251 | $10.6M |
| BOS Asset Management, LLC | 3.60% | Add +7.4% | 341,169 | $10.4M |
| Advisory Alpha, LLC | 0.35% | Add +14.7% | 338,216 | $10.3M |
| Ruedi Wealth Management, Inc. | 3.06% | Add +9.1% | 319,777 | $9.8M |
| Monograph Wealth Advisors, LLC | 1.21% | Reduce -1.5% | 291,473 | $8.9M |
| Blue Oak Capital, LLC | 4.56% | Reduce -7.2% | 270,225 | $8.3M |
| Martin Worley Group | 4.65% | Add +17.9% | 266,363 | $8.1M |
| Burk Holdings LLC | 6.06% | Add +4.0% | 262,418 | $8.0M |
| Allworth Financial LP | 0.04% | Add +24.0% | 267,905 | $7.8M |
| Linscomb Wealth, Inc. | 0.39% | Add +149.5% | 253,982 | $7.8M |
| Disciplined Investments, LLC | 3.55% | Add +47.3% | 253,036 | $7.7M |
| Lauer Wealth, LLC | 5.80% | Add +13.0% | 258,150 | $7.5M |
| Pillar Financial Advisors, LLC | 5.51% | Add +8.2% | 241,888 | $7.4M |
| Gemmer Asset Management LLC | 0.72% | Add +1.1% | 236,379 | $7.2M |
| Larson Financial Group LLC | 0.34% | Reduce -6.3% | 234,908 | $7.2M |
| Sax Wealth Advisors, LLC | 0.48% | Add +6.8% | 221,292 | $6.8M |
| Level Financial Advisors | 2.24% | Add +9.7% | 215,908 | $6.6M |
| Maryland Capital Advisors Inc. | 2.83% | Add +32.3% | 209,944 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +30.1% | 209,810 | $6.4M |
| Legacy Financial Group, Inc. | 1.99% | Add +7.6% | 203,058 | $6.2M |
| LRI Investments, LLC | 0.59% | Reduce -5.2% | 199,943 | $6.1M |
| Waverly Advisors, LLC | 0.07% | Add +3.0% | 197,044 | $6.0M |
| Fiduciary Financial Group, LLC | 1.28% | Add +10.6% | 210,764 | $5.9M |
| Momentous Wealth Management, Inc. | 4.15% | Add +9.5% | 191,579 | $5.9M |
| Merit Financial Group, LLC | 0.09% | New | 188,109 | $5.8M |
| Golden Bell Financial Planning LLC | 5.55% | Add +7.5% | 186,982 | $5.7M |
| Longview Financial Advisors LLC | 3.71% | Add +4.0% | 183,730 | $5.6M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.7% | 172,675 | $5.3M |
| Fort Vancouver Investment Management, LLC | 3.83% | Add +103.9% | 163,245 | $5.0M |
| Blue Trust, Inc. | 0.06% | Add +2.6% | 154,020 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +59.0% | 152,994 | $4.7M |
| Cordant, Inc. | 2.43% | Reduce -1.5% | 152,655 | $4.7M |
| Mustard Seed Financial, LLC | 3.73% | Add +6.9% | 151,728 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +148.6% | 148,959 | $4.6M |
| Eq Wealth Advisors, LLC | 3.61% | Add +36.0% | 148,141 | $4.5M |
| Sandy Spring Bank | 0.19% | Add +6.7% | 145,271 | $4.4M |
| Focus Partners Wealth | 0.01% | Reduce -0.0% | 144,780 | $4.4M |
| Eclectic Associates Inc. | 1.16% | Add +82.2% | 141,445 | $4.3M |
| Studio Investment Management LLC | 0.89% | Add +15.9% | 141,075 | $4.3M |
| Strategic Investment Solutions, Inc. | 1.23% | Add +29.0% | 138,516 | $4.2M |
| Avantax Planning Partners, Inc. | 0.14% | Add +0.7% | 133,712 | $4.1M |
| Vawter Financial, Ltd. | 2.12% | Add +0.2% | 123,912 | $3.8M |
"% 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.