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 |
| Avantax Planning Partners, Inc. | 0.13% | No change | 133,712 | $4.1M |
| Redwood Park Advisors LLC | 2.95% | Add +7.6% | 123,896 | $3.8M |
| Plancorp, LLC | 0.13% | Add +167.2% | 121,657 | $3.8M |
| Park Avenue Securities LLC | 0.03% | New | 121,100 | $3.8M |
| Sprinkle Financial Consultants LLC | 2.30% | Add +32.8% | 121,105 | $3.8M |
| Arax Advisory Partners | 0.17% | Reduce -1.6% | 119,307 | $3.7M |
| GEM Asset Management, LLC | 1.88% | Add +15.6% | 116,794 | $3.7M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +2.6% | 115,715 | $3.6M |
| Bfsg, LLC | 0.39% | Add +3.1% | 113,077 | $3.5M |
| Pinney & Scofield, Inc. | 2.29% | Add +8.0% | 109,168 | $3.4M |
| First Financial Group Corp | 3.25% | Add +17.4% | 107,322 | $3.3M |
| Elevate Wealth Advisory, Inc. | 2.35% | Reduce -3.0% | 106,355 | $3.3M |
| Mills Wealth Advisors LLC | 1.46% | Add +27.4% | 102,309 | $3.2M |
| American Investment Services, Inc. | 0.80% | Reduce -9.9% | 101,010 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +261.9% | 100,936 | $3.1M |
| Gradient Capital Advisors, LLC | 0.92% | Add +6.3% | 100,792 | $3.1M |
| Vantage Point Financial LLC | 1.36% | Add +0.8% | 100,250 | $3.1M |
| Summit Wealth Group, LLC | 0.78% | New | 97,288 | $3.0M |
| Collective Family Office LLC | 0.77% | Add +9.8% | 96,523 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +102.3% | 95,156 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +23.0% | 93,006 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 91,193 | $2.8M |
| Strategent Financial, LLC | 2.20% | Add +14.2% | 90,903 | $2.8M |
| Glass Jacobson Investment Advisors llc | 1.08% | Reduce -1.6% | 90,229 | $2.8M |
| CLG LLC | 0.86% | Add +2.1% | 88,832 | $2.8M |
| Panoramic Investment Advisors, LLC | 1.69% | Add +1.4% | 88,653 | $2.8M |
| Investmark Advisory Group LLC | 1.26% | Add +12.1% | 87,015 | $2.7M |
| Envision Financial Planning, LLC | 1.25% | Reduce -11.9% | 86,284 | $2.7M |
| Pine Harbor Wealth Management, LLC | 0.91% | Add +10.6% | 83,825 | $2.6M |
| BIP Wealth, LLC | 0.15% | Add +15.6% | 80,638 | $2.5M |
| Strategic Investment Solutions, Inc. | 0.75% | Reduce -42.4% | 79,853 | $2.5M |
| Essex Financial Services, Inc. | 0.16% | Add +6.9% | 78,921 | $2.4M |
| Compass Financial Group, Inc. | 1.23% | Add +11.5% | 78,866 | $2.4M |
| Vannoy Advisory Group, Inc. | 1.61% | Add +3.3% | 75,242 | $2.3M |
| Eastern Bank | 0.04% | Reduce -23.4% | 75,007 | $2.3M |
| Lido Advisors, LLC | 0.01% | New | 69,887 | $2.2M |
| DBK Financial Counsel, LLC | 1.93% | Add +22.7% | 68,959 | $2.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +1.4% | 67,492 | $2.1M |
| Morris Financial Concepts, Inc. | 0.82% | Add +12.8% | 66,652 | $2.1M |
| Porter White Investment Advisors, Inc. | 0.96% | Reduce -6.9% | 66,141 | $2.1M |
| Mraz, Amerine & Associates, Inc. | 0.32% | Reduce -12.5% | 63,699 | $2.0M |
| Factor Wealth Management LTD | 0.54% | Add +7.1% | 63,554 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.33% | Add +21.6% | 61,946 | $1.9M |
| GEN Financial Management, INC. | 1.54% | Add +5.4% | 60,665 | $1.9M |
| FineMark National Bank & Trust | 0.06% | Add +40.3% | 58,609 | $1.8M |
| Zhang Financial LLC | 0.08% | Add +98.8% | 56,975 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +21.4% | 56,831 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | No change | 56,423 | $1.8M |
| Drucker Wealth 3.0, LLC | 0.33% | Add +170.8% | 54,333 | $1.7M |
| Aire Advisors, LLC | 0.33% | Add +120.1% | 55,006 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +38.0% | 53,437 | $1.7M |
| Retirement Guys Formula LLC | 0.62% | Reduce -1.7% | 52,829 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.69% | Add +3.3% | 52,746 | $1.6M |
| Vestia Personal Wealth Advisors | 1.09% | Add +20.8% | 51,131 | $1.6M |
| Renaissance Technologies | 0.00% | New | 49,500 | $1.5M |
| Builder Investment Group Inc. | 0.37% | Add +26.8% | 48,802 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.7% | 48,558 | $1.5M |
| City State Bank | 0.47% | Add +10.1% | 48,540 | $1.5M |
| SOL Capital Management CO | 0.15% | Add +17.0% | 48,369 | $1.5M |
| L.K. Benson & Company, P.C. | 0.91% | Add +0.5% | 47,542 | $1.5M |
| McMill Wealth Management | 0.49% | Reduce -0.1% | 47,498 | $1.5M |
| Disciplined Investors, L.L.C. | 1.09% | Add +7.6% | 45,134 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.22% | New | 44,000 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 41,368 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +97.5% | 39,034 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.31% | New | 38,204 | $1.2M |
| Creative Planning | 0.00% | Reduce -35.1% | 37,544 | $1.2M |
| Clear Creek Financial Management, LLC | 0.11% | Add +2.1% | 36,744 | $1.1M |
| Financial Harvest, LLC | 0.85% | New | 36,530 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | New | 35,694 | $1.1M |
| Trinity Financial Advisors LLC | 0.34% | Reduce -36.6% | 35,384 | $1.1M |
| Emprise Bank | 0.51% | Reduce -1.6% | 33,945 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +19.2% | 33,149 | $1.0M |
| Willow Creek Wealth Management Inc. | 0.09% | Add +157.4% | 32,954 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +24.4% | 32,709 | $1.0M |
| LJI Wealth Management, LLC | 0.17% | Reduce -3.3% | 32,130 | $997K |
| Berger Financial Group, Inc | 0.06% | Add +0.9% | 31,481 | $977K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.7% | 31,351 | $973K |
| Sterling Financial Planning, Inc. | 0.32% | Add +25.4% | 31,344 | $972K |
| Bridgewater Advisors Inc. | 0.07% | Add +15.6% | 29,434 | $936K |
| Cowa, LLC | 0.35% | Add +1.3% | 29,854 | $926K |
| Avior Wealth Management, LLC | 0.03% | Reduce -75.2% | 29,767 | $923K |
| Samalin Investment Counsel, LLC | 0.33% | Add +2.6% | 27,213 | $844K |
| Staley Capital Advisers Inc. | 0.04% | Add +21.1% | 26,880 | $834K |
| Fortress Wealth Management, Inc. | 0.39% | Add +248.6% | 26,090 | $809K |
| Quantinno Capital Management LP | 0.00% | Add +124.4% | 25,556 | $793K |
| Choreo, LLC | 0.01% | Add +72.8% | 25,273 | $784K |
| Oceanside Advisors LLC | 0.52% | Add +24.2% | 25,190 | $781K |
| Austin Wealth Management, LLC | 0.13% | New | 24,209 | $758K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +0.8% | 23,149 | $718K |
| Fortitude Family Office, LLC | 0.23% | New | 22,512 | $698K |
| Perigon Wealth Management, LLC | 0.02% | Add +28.0% | 21,275 | $660K |
| Seneschal Advisors, LLC | 0.51% | Add +47.0% | 20,765 | $644K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.5% | 20,672 | $641K |
| Infinity Wealth Counsel, LLC | 0.64% | Add +2.8% | 20,549 | $637K |
| Curio Wealth, LLC | 0.27% | Add +48040.5% | 20,219 | $627K |
| Stratos Investment Management, LLC | 0.03% | New | 19,969 | $619K |
| Citadel Advisors | 0.00% | Reduce -51.9% | 19,776 | $613K |
| Aegis Wealth Management LLC | 0.37% | No change | 20,039 | $613K |
| Jane Street Group, LLC | 0.00% | New | 18,826 | $584K |
| Forum Financial Management, LP | 0.01% | Reduce -1.9% | 18,721 | $581K |
| Optima Capital LLC | 0.31% | No change | 18,500 | $574K |
| McGrath & Associates, Inc. | 0.89% | Add +6.5% | 17,548 | $544K |
| Spire Wealth Management | 0.02% | Reduce -20.3% | 17,310 | $537K |
| Parkwoods Wealth Partners, LLC | 0.30% | New | 16,816 | $522K |
| Naples Global Advisors, LLC | 0.04% | No change | 16,788 | $521K |
| Parkshore Wealth Management, Inc. | 0.25% | Add +1.7% | 16,428 | $510K |
| Foundation Wealth Management, LLC\PA | 0.22% | No change | 16,281 | $505K |
| Melfa Wealth Management, Inc. | 0.31% | Reduce -13.6% | 15,845 | $492K |
| Formidable Asset Management, LLC | 0.08% | No change | 15,865 | $485K |
| Eq Wealth Advisors, LLC | 0.31% | Reduce -90.0% | 14,831 | $460K |
| Triad Wealth Partners, LLC | 0.09% | Add +118.3% | 14,721 | $457K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 14,605 | $453K |
| Royal Bank of Canada | 0.00% | Add +24.7% | 14,508 | $450K |
| Wingate Wealth Advisors, Inc. | 0.40% | Add +0.5% | 14,376 | $446K |
| IFP Advisors, Inc | 0.01% | Reduce -12.0% | 14,364 | $446K |
| Sensible Money, LLC | 0.17% | Add +0.4% | 14,335 | $445K |
| Asset Dedication, LLC | 0.03% | Add +0.4% | 14,335 | $445K |
| Fidelis Capital Partners, LLC | 0.04% | New | 14,251 | $443K |
| TAGStone Capital, Inc. | 0.17% | Add +4.7% | 13,365 | $419K |
| Werba Rubin Papier Wealth Management | 0.08% | Reduce -1.4% | 13,496 | $419K |
| Warner Financial, Inc. | 0.16% | Add +0.5% | 12,660 | $393K |
| SYM FINANCIAL Corp | 0.04% | Reduce -0.6% | 12,497 | $388K |
| Quadcap Wealth Management, LLC | 0.05% | Add +1.0% | 12,305 | $382K |
| Oder Investment Management, LLC | 0.28% | Add +52.8% | 11,994 | $372K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -23.5% | 11,807 | $366K |
| PBMares Wealth Management LLC | 0.07% | Add +34.8% | 11,766 | $365K |
| Cloud Capital Management, LLC | 0.23% | Add +351.8% | 11,678 | $363K |
| RCS Financial Planning, LLC | 0.18% | No change | 11,419 | $354K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +44.6% | 11,410 | $354K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 10,916 | $339K |
| C M Bidwell & Associates Ltd. | 0.18% | Add +37.3% | 10,880 | $337K |
| Wealth Management Nebraska | 0.04% | New | 10,636 | $329K |
| RB Capital Management, LLC | 0.08% | Add +4.3% | 10,528 | $327K |
| ABLE Financial Group, LLC | 0.08% | New | 10,391 | $322K |
| Sigma Planning Corp | 0.01% | New | 9,847 | $305K |
| Strathmore Capital Advisors, Inc. | 0.13% | — | 9,644 | $304K |
| Hilltop Holdings Inc. | 0.02% | No change | 9,698 | $301K |
| Canvas Wealth Advisors, LLC | 0.06% | No change | 9,389 | $299K |
| RAM Investment Partners, LLC | 0.06% | Reduce -7.5% | 9,351 | $290K |
| GeoWealth Management, LLC | 0.01% | No change | 9,301 | $289K |
| Aurelius Family Office LLC | 0.13% | Reduce -0.3% | 9,115 | $283K |
| Keb Asset Management, LLC | 0.07% | No change | 8,467 | $263K |
| D. E. Shaw & Co. | 0.00% | New | 8,045 | $250K |
| AQR Capital Management | 0.00% | New | 7,870 | $244K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.0% | 7,868 | $244K |
| Capital Advisors Inc. | 0.00% | New | 7,844 | $243K |
| Morgan Stanley | 0.00% | Add +74.5% | 7,598 | $236K |
| Vise Technologies, Inc. | 0.01% | — | 7,536 | $234K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,283 | $226K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.5% | 7,225 | $224K |
| McClarren Financial Advisors, Inc. | 0.14% | Add +39.1% | 7,144 | $222K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,142 | $222K |
| Ameriprise Financial Inc. | 0.00% | New | 6,971 | $216K |
| Family CFO Inc | 0.11% | No change | 6,904 | $214K |
| Pacific Asset Management, LLC | 0.17% | Add +0.3% | 6,650 | $206K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -49.1% | 6,487 | $201K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.2% | 6,175 | $192K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 5,811 | $180K |
| Cwm, LLC | 0.00% | Add +243.1% | 5,507 | $171K |
| Qube Research & Technologies Ltd | 0.00% | Add +471.0% | 5,105 | $158K |
| Parkworth Wealth Management, Inc. | 0.11% | New | 4,848 | $150K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,894 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +214.4% | 3,242 | $101K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 3,163 | $98K |
| Cary Street Partners Investment Advisory LLC | 0.05% | No change | 3,100 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -92.3% | 2,907 | $90K |
| S.A. Mason LLC | 0.04% | No change | 2,853 | $89K |
| McIlrath & Eck, LLC | 0.01% | Add +2.3% | 2,409 | $75K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,109 | $65K |
| Global Retirement Partners, LLC | 0.00% | — | 1,977 | $61K |
| Ancora Advisors LLC | 0.00% | No change | 1,850 | $57K |
| Addison Advisors LLC | 0.01% | Reduce -52.2% | 1,810 | $56K |
| AE Wealth Management LLC | 0.00% | New | 1,742 | $54K |
| Jones Financial Companies LLLP | 0.00% | New | 1,738 | $54K |
| FMR LLC | 0.00% | Reduce -13.6% | 1,572 | $49K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,207 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,089 | $34K |
| Global Trust Asset Management, LLC | 0.02% | Add +12.3% | 1,043 | $32K |
| Topsail Wealth Management, LLC | 0.01% | No change | 958 | $30K |
| Providence Capital Advisors, LLC | 0.00% | New | 849 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 727 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.2% | 700 | $22K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 651 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +18.0% | 610 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $19K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.4% | 530 | $16K |
| Exchange Traded Concepts, LLC | 0.00% | New | 378 | $12K |
| 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% | No change | 164 | $5K |
| Robinswood Financial LLC | 0.00% | New | 55 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 35 | $1K |
| Simplex Trading, LLC | 0.00% | New | 58 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 6 | $187 |
"% 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.