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 |
| Arax Advisory Partners | 0.24% | Reduce -81.2% | 121,308 | $3.7M |
| Avior Wealth Management, LLC | 0.14% | Reduce -9.3% | 120,076 | $3.7M |
| Redwood Park Advisors LLC | 2.95% | Add +2.3% | 115,133 | $3.5M |
| TCI Wealth Advisors, Inc. | 0.28% | Add +30.8% | 113,655 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +8.0% | 112,827 | $3.4M |
| American Investment Services, Inc. | 0.60% | Add +21.9% | 112,161 | $3.4M |
| Elevate Wealth Advisory, Inc. | 2.37% | Add +2.9% | 109,656 | $3.4M |
| Bfsg, LLC | 0.41% | Add +15.3% | 109,625 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1069.2% | 108,123 | $3.3M |
| Pinney & Scofield, Inc. | 2.24% | Add +26.4% | 101,051 | $3.1M |
| GEM Asset Management, LLC | 1.73% | Add +10.9% | 101,008 | $3.1M |
| Vantage Point Financial LLC | 1.53% | Add +8.4% | 99,403 | $3.0M |
| Envision Financial Planning, LLC | 1.53% | Add +1.8% | 97,898 | $3.0M |
| Eastern Bank | 0.06% | Reduce -89.3% | 97,858 | $3.0M |
| Gradient Capital Advisors, LLC | 0.95% | Add +19.7% | 94,786 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +93.7% | 94,088 | $2.9M |
| First Financial Group Corp | 3.16% | Add +6.8% | 91,424 | $2.8M |
| Sprinkle Financial Consultants LLC | 1.77% | Add +27.7% | 91,168 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.90% | No change | 91,657 | $2.8M |
| Collective Family Office LLC | 0.73% | Add +15.6% | 87,867 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.80% | Add +10.4% | 87,382 | $2.7M |
| CLG LLC | 0.92% | Add +3.9% | 86,999 | $2.7M |
| Mills Wealth Advisors LLC | 1.30% | Add +10.9% | 80,301 | $2.5M |
| Strategent Financial, LLC | 2.20% | Add +29.2% | 79,572 | $2.4M |
| BluePointe Capital Management, LLC | 0.91% | Add +133.4% | 77,809 | $2.4M |
| Investmark Advisory Group LLC | 1.17% | Add +0.2% | 77,653 | $2.4M |
| Pine Harbor Wealth Management, LLC | 0.93% | Add +2.5% | 75,780 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +13.6% | 75,623 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -21.5% | 73,822 | $2.3M |
| Vannoy Advisory Group, Inc. | 1.65% | Reduce -0.6% | 72,826 | $2.2M |
| Mraz, Amerine & Associates, Inc. | 0.38% | Reduce -2.3% | 72,827 | $2.2M |
| Porter White Investment Advisors, Inc. | 1.07% | Add +10.1% | 71,012 | $2.2M |
| Compass Financial Group, Inc. | 1.11% | Add +15.6% | 70,718 | $2.2M |
| BIP Wealth, LLC | 0.14% | Add +28.2% | 69,754 | $2.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -1.3% | 66,590 | $2.0M |
| Factor Wealth Management LTD | 0.56% | Add +0.6% | 59,332 | $1.8M |
| Morris Financial Concepts, Inc. | 0.76% | Add +11.7% | 59,079 | $1.8M |
| Creative Planning | 0.00% | Add +5.9% | 57,883 | $1.8M |
| GEN Financial Management, INC. | 1.19% | Reduce -18.5% | 57,572 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | No change | 56,423 | $1.7M |
| DBK Financial Counsel, LLC | 1.72% | Add +2.7% | 56,184 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.4% | 55,013 | $1.7M |
| Vance Wealth, LLC | 0.62% | New | 54,063 | $1.7M |
| Retirement Guys Formula LLC | 0.82% | Reduce -16.5% | 53,727 | $1.6M |
| Trinity Financial Advisors LLC | 0.59% | Reduce -3.2% | 55,817 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.83% | Add +32.7% | 51,046 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.31% | Add +8.4% | 50,962 | $1.6M |
| McMill Wealth Management | 0.52% | Add +22.8% | 47,529 | $1.5M |
| L.K. Benson & Company, P.C. | 1.00% | Add +0.4% | 47,321 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -10.3% | 47,028 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +20.2% | 46,828 | $1.4M |
| Plancorp, LLC | 0.06% | New | 45,531 | $1.4M |
| City State Bank | 0.44% | Add +94.5% | 44,085 | $1.3M |
| Vestia Personal Wealth Advisors | 1.02% | Add +19.3% | 42,326 | $1.3M |
| Disciplined Investors, L.L.C. | 1.16% | Add +16.0% | 41,949 | $1.3M |
| FineMark National Bank & Trust | 0.05% | Reduce -4.7% | 41,779 | $1.3M |
| SOL Capital Management CO | 0.14% | Add +126.0% | 41,341 | $1.3M |
| Citadel Advisors | 0.00% | New | 41,110 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +368.6% | 39,488 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +40.5% | 38,715 | $1.2M |
| Builder Investment Group Inc. | 0.33% | Add +10.2% | 38,503 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +299.5% | 37,661 | $1.2M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -11.3% | 35,982 | $1.1M |
| Emprise Bank | 0.56% | Reduce -10.6% | 34,492 | $1.1M |
| LJI Wealth Management, LLC | 0.20% | Add +81.1% | 33,232 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.8% | 32,563 | $995K |
| Berger Financial Group, Inc | 0.07% | Add +7.3% | 31,185 | $953K |
| Cowa, LLC | 0.39% | New | 29,486 | $901K |
| Zhang Financial LLC | 0.05% | Add +0.3% | 28,659 | $876K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +53.5% | 27,891 | $853K |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.4% | 27,815 | $850K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 27,104 | $829K |
| Goldman Sachs Group Inc. | 0.00% | New | 27,027 | $826K |
| Samalin Investment Counsel, LLC | 0.33% | Add +191.5% | 26,512 | $810K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +17.4% | 26,298 | $804K |
| Aire Advisors, LLC | 0.16% | Add +7.7% | 24,995 | $764K |
| Sterling Financial Planning, Inc. | 0.28% | Add +14.4% | 24,989 | $764K |
| Bridgewater Advisors Inc. | 0.06% | New | 25,470 | $741K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +25.5% | 22,963 | $702K |
| Staley Capital Advisers Inc. | 0.03% | Add +11.0% | 22,200 | $679K |
| Spire Wealth Management | 0.02% | Add +16.7% | 21,729 | $664K |
| Oceanside Advisors LLC | 0.45% | Add +6.5% | 20,276 | $620K |
| Drucker Wealth 3.0, LLC | 0.14% | New | 20,062 | $613K |
| Townsquare Capital LLC | 0.01% | New | 20,062 | $613K |
| Aegis Wealth Management LLC | 0.36% | Add +74.1% | 20,039 | $613K |
| Infinity Wealth Counsel, LLC | 0.66% | Add +7.7% | 19,988 | $611K |
| MML Investors Services, LLC | 0.00% | Add +26.6% | 19,765 | $604K |
| Forum Financial Management, LP | 0.01% | Reduce -9.2% | 19,085 | $583K |
| Optima Capital LLC | 0.36% | No change | 18,500 | $566K |
| Melfa Wealth Management, Inc. | 0.38% | Reduce -15.1% | 18,337 | $561K |
| Curio Wealth, LLC | 0.28% | Reduce -99.8% | 42 | $540K |
| Naples Global Advisors, LLC | 0.05% | No change | 16,788 | $513K |
| Perigon Wealth Management, LLC | 0.01% | New | 16,619 | $508K |
| McGrath & Associates, Inc. | 0.92% | Add +2.6% | 16,475 | $504K |
| IFP Advisors, Inc | 0.02% | No change | 16,316 | $499K |
| Foundation Wealth Management, LLC\PA | 0.24% | Add +61.2% | 16,281 | $498K |
| Parkshore Wealth Management, Inc. | 0.29% | Reduce -1.9% | 16,156 | $494K |
| Formidable Asset Management, LLC | 0.08% | Add +6.7% | 15,865 | $485K |
| Clark Asset Management, LLC | 0.08% | No change | 15,444 | $472K |
| Tortoise Investment Management, LLC | 0.05% | Add +31.0% | 15,437 | $472K |
| Choreo, LLC | 0.01% | Add +34.8% | 14,623 | $447K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 14,605 | $446K |
| Wingate Wealth Advisors, Inc. | 0.50% | Add +0.4% | 14,309 | $437K |
| Sensible Money, LLC | 0.19% | Reduce -0.1% | 14,275 | $436K |
| Asset Dedication, LLC | 0.04% | Add +0.4% | 14,275 | $436K |
| Seneschal Advisors, LLC | 0.37% | Add +5.0% | 14,124 | $432K |
| Werba Rubin Papier Wealth Management | 0.09% | Reduce -44.0% | 13,693 | $419K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +1.5% | 12,804 | $391K |
| TAGStone Capital, Inc. | 0.19% | Reduce -0.1% | 12,769 | $390K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2811.4% | 12,752 | $390K |
| Warner Financial, Inc. | 0.17% | Add +0.4% | 12,601 | $385K |
| SYM FINANCIAL Corp | 0.05% | No change | 12,574 | $384K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -1.8% | 12,183 | $372K |
| Royal Bank of Canada | 0.00% | Add +22.6% | 11,631 | $356K |
| RCS Financial Planning, LLC | 0.18% | No change | 11,419 | $349K |
| Quantinno Capital Management LP | 0.00% | No change | 11,389 | $348K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 10,516 | $321K |
| RAM Investment Partners, LLC | 0.08% | Add +14.6% | 10,113 | $309K |
| RB Capital Management, LLC | 0.08% | Add +25.3% | 10,097 | $309K |
| Hilltop Holdings Inc. | 0.02% | Reduce -5.2% | 9,698 | $296K |
| GeoWealth Management, LLC | 0.01% | New | 9,301 | $284K |
| Aurelius Family Office LLC | 0.14% | Reduce -64.9% | 9,144 | $280K |
| PBMares Wealth Management LLC | 0.05% | Add +2.3% | 8,731 | $267K |
| Canvas Wealth Advisors, LLC | 0.07% | New | 9,389 | $266K |
| Keb Asset Management, LLC | 0.07% | Reduce -27.9% | 8,467 | $259K |
| C M Bidwell & Associates Ltd. | 0.15% | Add +319.3% | 7,925 | $242K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | Add +0.3% | 7,889 | $241K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.0% | 7,865 | $240K |
| Oder Investment Management, LLC | 0.20% | New | 7,848 | $240K |
| Fortress Wealth Management, Inc. | 0.12% | New | 7,484 | $229K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.4% | 7,191 | $220K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,142 | $218K |
| McClarren Financial Advisors, Inc. | 0.14% | Reduce -27.2% | 5,137 | $216K |
| Family CFO Inc | 0.12% | No change | 6,904 | $211K |
| Triad Wealth Partners, LLC | 0.06% | New | 6,745 | $206K |
| Pacific Asset Management, LLC | 0.18% | New | 6,631 | $203K |
| Matauro, LLC | 0.04% | New | 6,603 | $202K |
| Johnson Financial Group, LLC | 0.02% | New | 6,561 | $201K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -33.4% | 6,165 | $188K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 5,811 | $178K |
| Morgan Stanley | 0.00% | Add +12.9% | 4,355 | $133K |
| AlphaCore Capital LLC | 0.01% | New | 3,889 | $119K |
| Addison Advisors LLC | 0.03% | No change | 3,785 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 3,148 | $96K |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 3,100 | $95K |
| Avondale Wealth Management | 0.06% | Add +8.1% | 3,019 | $92K |
| S.A. Mason LLC | 0.05% | No change | 2,853 | $87K |
| Cloud Capital Management, LLC | 0.06% | — | 2,585 | $79K |
| McIlrath & Eck, LLC | 0.01% | Add +0.4% | 2,355 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +90.0% | 2,109 | $64K |
| Paladin Advisory Group, LLC | 0.05% | No change | 2,009 | $61K |
| Ancora Advisors LLC | 0.00% | No change | 1,850 | $57K |
| FMR LLC | 0.00% | Reduce -5.0% | 1,820 | $56K |
| Wells Fargo & Company | 0.00% | Add +40.5% | 1,756 | $54K |
| Cwm, LLC | 0.00% | Add +962.9% | 1,605 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -64.6% | 1,406 | $43K |
| DecisionPoint Financial, LLC | 0.01% | Add +190.8% | 1,207 | $37K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,089 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,031 | $32K |
| Topsail Wealth Management, LLC | 0.01% | No change | 958 | $29K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -11.9% | 929 | $28K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.2% | 894 | $27K |
| Clearstead Advisors, LLC | 0.00% | No change | 727 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 651 | $20K |
| Harbour Investments, Inc. | 0.00% | New | 600 | $18K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 528 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +18.3% | 517 | $16K |
| TruNorth Capital Management, LLC | 0.00% | No change | 359 | $11K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 240 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -73.8% | 164 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -89.8% | 81 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 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.