Dim US Large Cap Value ETFDFLVETF
13F holders, Q2 2025 (June 30)295holders +23
33new positions
11sold out
4famous investors
$31.05avg. 13F price*
At the end of Q2 2025, 295 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 23 from Q1 2025. 33 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($405.6M), EP Wealth Advisors, LLC ($241.6M) and Corient Private Wealth LP ($174.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2025)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $83.4M |
| Exits | 11 | $13.8M |
All 13F filers, Q1 2025 → Q2 2025: 13,766,231 shares bought and 2,219,941 shares sold, net +11,546,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| Savant Capital, LLC | 2.91% | Add +39.7% | 13,075,978 | $405.6M |
| EP Wealth Advisors, LLC | 1.59% | Add +20.3% | 7,789,534 | $241.6M |
| Corient Private Wealth LP | 0.23% | Add +4.7% | 5,618,856 | $174.3M |
| Foster Group, Inc. | 3.91% | Add +8.1% | 3,686,352 | $114.4M |
| Mosaic Family Wealth Partners, LLC | 11.48% | Add +3.0% | 2,901,838 | $90.0M |
| Truepoint, Inc. | 2.18% | Add +2.8% | 2,820,890 | $87.5M |
| Pathstone Holdings, LLC | 0.32% | Add +0.7% | 2,620,224 | $81.3M |
| HighTower Advisors, LLC | 0.08% | Add +21.1% | 1,956,955 | $60.7M |
| Summit Financial Strategies, Inc. | 5.49% | Add +5.3% | 1,913,371 | $59.4M |
| Coldstream Capital Management Inc. | 0.93% | New | 1,830,037 | $56.8M |
| DiNuzzo Private Wealth, Inc. | 6.70% | Add +1.7% | 1,818,553 | $56.4M |
| Avantax Advisory Services, Inc. | 0.30% | Add +2.7% | 1,773,795 | $55.0M |
| LPL Financial LLC | 0.01% | Add +6.5% | 1,377,603 | $42.7M |
| Phillips Financial Management, LLC | 2.96% | Add +6.3% | 1,314,950 | $40.8M |
| Bank of Montreal | 0.02% | Add +11.7% | 1,167,915 | $36.2M |
| Premier Financial Group | 9.88% | — | 1,125,404 | $35.6M |
| WPWealth LLP | 6.36% | Reduce -24.3% | 1,136,750 | $35.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +12.6% | 1,091,263 | $34.6M |
| Mather Group, Llc. | 0.37% | Add +5.5% | 1,106,184 | $34.3M |
| Index Fund Advisors, Inc. | 1.86% | Add +8.9% | 1,068,530 | $33.1M |
| Quent Capital, LLC | 3.17% | Reduce -8.2% | 1,058,596 | $32.8M |
| Apella Capital, LLC | 0.83% | Add +36.2% | 980,236 | $30.8M |
| Total Wealth Planning, LLC | 3.87% | Add +12.0% | 986,879 | $30.6M |
| Root Financial Partners, LLC | 2.94% | Add +105.1% | 981,440 | $30.4M |
| Cerity Partners LLC | 0.05% | Add +14.6% | 969,393 | $30.1M |
| Destiny Wealth Partners, LLC | 3.95% | Add +0.5% | 947,175 | $29.4M |
| EnRich Financial Partners LLC | 8.93% | Reduce -2.8% | 937,615 | $29.1M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -3.5% | 906,069 | $28.1M |
| Great Oak Capital Partners, LLC | 7.65% | Add +5.1% | 846,779 | $26.7M |
| Tumwater Wealth Management, LLC | 12.28% | Add +4.9% | 852,008 | $26.4M |
| Bank of America Corp. | 0.00% | Add +39.2% | 849,607 | $26.4M |
| Team Hewins, LLC | 9.39% | Add +1.6% | 839,232 | $26.0M |
| Jentner Corp | 6.95% | Add +14.4% | 835,891 | $25.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +2.4% | 806,797 | $25.0M |
| Acropolis Investment Management, LLC | 1.29% | Add +0.5% | 755,117 | $23.4M |
| Acorn Creek Capital LLC | 9.66% | Add +21.0% | 749,894 | $23.3M |
| Tilson Financial Group, Inc. | 8.47% | Reduce -4.2% | 723,818 | $22.5M |
| Exencial Wealth Advisors, LLC | 0.74% | Add +18.1% | 673,910 | $20.9M |
| Diversified Portfolios, Inc. | 1.93% | Add +6.3% | 652,553 | $20.2M |
| NewEdge Advisors, LLC | 0.10% | Reduce -10.1% | 612,943 | $19.0M |
| Mariner, LLC | 0.03% | Add +30.1% | 604,958 | $18.8M |
| Betterment LLC | 0.04% | Add +20.4% | 603,824 | $18.7M |
| Stage Harbor Financial, LLC | 14.74% | Add +19.1% | 585,040 | $18.1M |
| Wealth Architects, LLC | 1.81% | Reduce -2.0% | 575,555 | $17.9M |
| Hill Island Financial LLC | 4.90% | Reduce -0.9% | 566,242 | $17.6M |
| Wescott Financial Advisory Group, LLC | 1.67% | Add +7.4% | 561,403 | $17.4M |
| VeraBank, N.A. | 3.19% | Add +17.3% | 512,211 | $15.9M |
| Lakeshore Financial Planning, Inc. | 6.33% | Reduce -15.0% | 507,954 | $15.8M |
| Tobias Financial Advisors, Inc. | 2.43% | Reduce -3.4% | 457,843 | $14.2M |
| Evanson Asset Management, LLC | 0.84% | Add +0.8% | 436,327 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 432,023 | $13.4M |
| Chicago Partners Investment Group LLC | 0.37% | Add +0.4% | 396,169 | $12.7M |
| Austin Asset Management Co Inc | 2.53% | Add +16.8% | 403,310 | $12.5M |
| Liberty Wealth Management LLC | 1.94% | Reduce -1.9% | 397,919 | $12.3M |
| Sachem Hill LLC | 2.47% | Reduce -16.2% | 389,986 | $12.1M |
| Kelly Financial Group LLC | 3.47% | Add +10.5% | 387,042 | $12.0M |
| FinDec Wealth Services, Inc. | 12.12% | Reduce -4.4% | 373,645 | $11.6M |
| Advisory Alpha, LLC | 0.34% | Add +5.4% | 356,569 | $11.1M |
| Francis Financial, Inc. | 2.52% | Reduce -15.1% | 351,879 | $10.9M |
| BOS Asset Management, LLC | 3.50% | Add +3.1% | 351,753 | $10.9M |
| RFG Advisory, LLC | 0.23% | Reduce -31.9% | 316,789 | $9.8M |
| Disciplined Investments, LLC | 4.12% | Add +24.2% | 314,162 | $9.7M |
| Martin Worley Group | 4.69% | Add +16.1% | 309,250 | $9.6M |
| Burk Holdings LLC | 5.99% | Add +17.5% | 308,361 | $9.6M |
| Monograph Wealth Advisors, LLC | 1.11% | No change | 291,473 | $9.0M |
| Sterling Wealth Management, Inc. | 3.04% | — | 287,887 | $8.9M |
| Allworth Financial LP | 0.04% | Add +4.6% | 280,243 | $8.7M |
| Linscomb Wealth, Inc. | 0.40% | Add +9.4% | 277,873 | $8.6M |
| Maryland Capital Advisors Inc. | 3.21% | Add +25.7% | 263,953 | $8.2M |
| Sax Wealth Advisors, LLC | 0.48% | Add +16.1% | 256,989 | $8.0M |
| Pillar Financial Advisors, LLC | 5.49% | Add +5.9% | 256,140 | $7.9M |
| Eclectic Associates Inc. | 1.68% | Add +75.6% | 248,324 | $7.7M |
| Gemmer Asset Management LLC | 0.67% | Add +2.9% | 243,224 | $7.5M |
| Focus Partners Wealth | 0.02% | Add +60.7% | 232,725 | $7.2M |
| Legacy Financial Group, Inc. | 2.10% | Add +12.7% | 228,760 | $7.1M |
| Ruedi Wealth Management, Inc. | 2.08% | Reduce -29.2% | 226,261 | $7.0M |
| Fiduciary Financial Group, LLC | 1.25% | Add +4.2% | 219,547 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 219,399 | $6.8M |
| Level Financial Advisors | 2.10% | Add +0.9% | 217,854 | $6.8M |
| Blue Oak Capital, LLC | 3.48% | Reduce -21.1% | 213,277 | $6.6M |
| Larson Financial Group LLC | 0.26% | Reduce -9.5% | 212,612 | $6.6M |
| Golden Bell Financial Planning LLC | 6.05% | Add +10.7% | 207,073 | $6.4M |
| Fort Vancouver Investment Management, LLC | 4.38% | Add +26.5% | 206,564 | $6.4M |
| Momentous Wealth Management, Inc. | 4.08% | Add +6.3% | 203,671 | $6.3M |
| LRI Investments, LLC | 0.52% | Reduce -1.2% | 197,594 | $6.1M |
| Longview Financial Advisors LLC | 3.72% | Add +4.0% | 191,161 | $5.9M |
| Waverly Advisors, LLC | 0.06% | Reduce -4.0% | 189,077 | $5.9M |
| TCI Wealth Advisors, Inc. | 0.40% | Add +65.4% | 187,965 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +23.5% | 184,001 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 181,941 | $5.6M |
| Modera Wealth Management, LLC | 0.07% | Add +1.4% | 175,123 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +58.8% | 171,724 | $5.3M |
| Mustard Seed Financial, LLC | 3.78% | Add +11.5% | 169,182 | $5.2M |
| Atlantic Union Bankshares Corp | 0.12% | Add +1451.0% | 163,099 | $5.1M |
| Merit Financial Group, LLC | 0.06% | Reduce -13.5% | 162,652 | $5.0M |
| Cordant, Inc. | 2.41% | Add +5.4% | 160,938 | $5.0M |
| Sentinel Pension Advisors, LLC | 0.83% | New | 159,445 | $4.9M |
| Blue Trust, Inc. | 0.06% | Add +2.0% | 157,093 | $4.9M |
| Vance Wealth, LLC | 1.63% | Add +187.6% | 155,473 | $4.8M |
| Studio Investment Management LLC | 0.91% | Add +3.4% | 145,873 | $4.5M |
"% 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.