Dim US Large Cap Value ETFDFLVETF
13F holders, Q3 2025 (September 30)310holders +15
31new positions
11sold out
3famous investors
$32.87avg. 13F price*
At the end of Q3 2025, 310 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 15 from Q2 2025. 31 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($509.1M), Corient Private Wealth LP ($169.7M) and Coldstream Capital Management Inc. ($139.9M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q3 2025)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $121.7M |
| Exits | 11 | $10.3M |
All 13F filers, Q2 2025 → Q3 2025: 17,687,385 shares bought and 1,527,192 shares sold, net +16,160,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Savant Capital, LLC | 3.09% | Add +18.3% | 15,474,245 | $509.1M |
| Corient Private Wealth LP | 0.27% | Reduce -8.2% | 5,157,457 | $169.7M |
| Coldstream Capital Management Inc. | 1.88% | Add +132.4% | 4,252,689 | $139.9M |
| Foster Group, Inc. | 4.28% | Add +12.3% | 4,141,417 | $136.3M |
| Truepoint, Inc. | 2.41% | Add +11.6% | 3,149,359 | $103.6M |
| Mosaic Family Wealth Partners, LLC | 11.74% | Add +5.2% | 3,053,265 | $100.2M |
| Pathstone Holdings, LLC | 0.33% | Reduce 0.0% | 2,620,111 | $86.2M |
| HighTower Advisors, LLC | 0.08% | Add +7.5% | 2,104,739 | $69.2M |
| Cetera Investment Advisers | 0.08% | New | 2,016,898 | $66.4M |
| Summit Financial Strategies, Inc. | 5.66% | Add +4.9% | 2,007,278 | $66.0M |
| Root Financial Partners, LLC | 3.85% | Add +93.3% | 1,897,295 | $62.4M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +129.6% | 1,852,088 | $60.9M |
| DiNuzzo Private Wealth, Inc. | 6.83% | Add +1.5% | 1,846,491 | $60.3M |
| LPL Financial LLC | 0.01% | Add +6.2% | 1,463,584 | $48.2M |
| Phillips Financial Management, LLC | 3.06% | Add +7.1% | 1,408,468 | $46.3M |
| Cerity Partners LLC | 0.07% | Add +40.3% | 1,359,716 | $44.7M |
| Bank of Montreal | 0.02% | Add +9.0% | 1,273,468 | $41.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +10.3% | 1,204,193 | $39.8M |
| Quent Capital, LLC | 3.32% | Add +13.7% | 1,203,745 | $39.6M |
| Apella Capital, LLC | 0.85% | Add +20.2% | 1,178,511 | $38.1M |
| Index Fund Advisors, Inc. | 1.82% | Add +6.6% | 1,139,488 | $37.5M |
| Mather Group, Llc. | 0.37% | Add +2.0% | 1,128,362 | $37.1M |
| Premier Financial Group | 9.90% | Add +0.6% | 1,131,898 | $37.0M |
| Total Wealth Planning, LLC | 4.03% | Add +7.1% | 1,057,343 | $34.8M |
| WPWealth LLP | 5.64% | Reduce -7.7% | 1,049,442 | $34.5M |
| Destiny Wealth Partners, LLC | 3.92% | Add +2.8% | 973,514 | $32.0M |
| EnRich Financial Partners LLC | 8.79% | Add +0.2% | 939,173 | $30.9M |
| OneDigital Investment Advisors LLC | 0.32% | Add +3.1% | 934,431 | $30.7M |
| Bank of America Corp. | 0.00% | Add +6.3% | 903,257 | $29.7M |
| Great Oak Capital Partners, LLC | 7.61% | Add +4.1% | 881,461 | $29.0M |
| Team Hewins, LLC | 9.69% | Add +3.9% | 871,764 | $28.7M |
| Tumwater Wealth Management, LLC | 12.51% | Add +0.5% | 855,854 | $28.2M |
| Vise Technologies, Inc. | 1.02% | Add +10964.9% | 833,854 | $27.4M |
| Acorn Creek Capital LLC | 9.65% | Add +3.7% | 777,390 | $25.6M |
| Mariner, LLC | 0.03% | Add +26.6% | 765,673 | $25.2M |
| Exencial Wealth Advisors, LLC | 0.82% | Add +13.1% | 762,129 | $25.1M |
| Acropolis Investment Management, LLC | 1.25% | Add +5.5% | 796,249 | $24.7M |
| Tilson Financial Group, Inc. | 7.98% | Add +2.0% | 737,974 | $24.3M |
| Diversified Portfolios, Inc. | 2.14% | Add +13.0% | 737,321 | $24.3M |
| Fort Vancouver Investment Management, LLC | 12.99% | Add +244.2% | 710,935 | $23.4M |
| Betterment LLC | 0.04% | Add +11.6% | 673,543 | $22.2M |
| Wealth Architects, LLC | 1.88% | Add +5.3% | 606,251 | $19.9M |
| Stage Harbor Financial, LLC | 14.58% | Add +3.5% | 605,796 | $19.9M |
| Wescott Financial Advisory Group, LLC | 1.73% | Add +4.4% | 585,903 | $19.3M |
| Hill Island Financial LLC | 4.73% | Add +1.6% | 575,571 | $18.9M |
| VeraBank, N.A. | 3.26% | Add +3.3% | 529,273 | $17.4M |
| Tobias Financial Advisors, Inc. | 2.62% | Add +14.6% | 524,775 | $17.3M |
| Lakeshore Financial Planning, Inc. | 6.32% | Add +2.0% | 517,987 | $17.0M |
| Creative Planning | 0.01% | Add +1226.6% | 498,054 | $16.4M |
| Evanson Asset Management, LLC | 0.89% | Add +9.7% | 478,714 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 456,241 | $15.0M |
| Financial Engines Advisors L.L.C. | 0.03% | New | 436,715 | $14.4M |
| Austin Asset Management Co Inc | 2.68% | Add +6.2% | 428,265 | $14.1M |
| Kelly Financial Group LLC | 3.62% | Add +7.2% | 414,801 | $13.6M |
| Chicago Partners Investment Group LLC | 0.36% | Add +3.8% | 411,215 | $13.6M |
| Liberty Wealth Management LLC | 1.84% | Reduce -0.3% | 396,884 | $13.1M |
| Sachem Hill LLC | 2.58% | Add +0.6% | 392,115 | $12.9M |
| Francis Financial, Inc. | 2.24% | Add +8.6% | 382,055 | $12.6M |
| Eclectic Associates Inc. | 2.29% | Add +52.8% | 379,320 | $12.5M |
| Advisory Alpha, LLC | 0.34% | Add +4.3% | 371,974 | $12.2M |
| FinDec Wealth Services, Inc. | 12.55% | Reduce -1.4% | 368,279 | $12.1M |
| BOS Asset Management, LLC | 3.42% | Add +4.3% | 366,764 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +94.6% | 354,088 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.07% | New | 335,128 | $11.0M |
| Linscomb Wealth, Inc. | 0.47% | Add +20.5% | 334,712 | $11.0M |
| Disciplined Investments, LLC | 4.32% | Add +5.1% | 330,061 | $10.9M |
| Sterling Wealth Management, Inc. | 3.28% | Add +14.2% | 328,758 | $10.8M |
| Burk Holdings LLC | 5.72% | Add +5.6% | 325,579 | $10.7M |
| Allworth Financial LP | 0.05% | Add +15.2% | 322,930 | $10.6M |
| RFG Advisory, LLC | 0.22% | Add +1.3% | 320,828 | $10.6M |
| Maryland Capital Advisors Inc. | 3.70% | Add +19.2% | 314,607 | $10.4M |
| Equita Financial Network, Inc. | 3.20% | New | 287,310 | $9.5M |
| Pillar Financial Advisors, LLC | 5.58% | Add +5.5% | 270,195 | $8.9M |
| Sax Wealth Advisors, LLC | 0.47% | Add +2.4% | 263,096 | $8.7M |
| Gemmer Asset Management LLC | 0.68% | Add +5.3% | 256,112 | $8.4M |
| Focus Partners Wealth | 0.01% | Add +9.7% | 255,222 | $8.4M |
| Monograph Wealth Advisors, LLC | 0.84% | Reduce -13.2% | 253,073 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +160.9% | 248,225 | $8.2M |
| Level Financial Advisors | 2.26% | Add +11.8% | 243,617 | $8.0M |
| Legacy Financial Group, Inc. | 2.17% | Add +5.1% | 240,435 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.7% | 238,393 | $7.8M |
| TCI Wealth Advisors, Inc. | 0.45% | Add +22.7% | 230,717 | $7.6M |
| Fiduciary Financial Group, LLC | 1.18% | Add +3.3% | 226,813 | $7.5M |
| Ruedi Wealth Management, Inc. | 2.08% | Reduce -0.0% | 226,191 | $7.4M |
| Golden Bell Financial Planning LLC | 6.36% | Add +7.4% | 222,416 | $7.3M |
| Longview Financial Advisors LLC | 4.21% | Add +16.1% | 221,956 | $7.3M |
| Merit Financial Group, LLC | 0.07% | Add +33.4% | 216,948 | $7.1M |
| Composition Wealth, LLC | 0.10% | New | 211,035 | $6.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -65.9% | 209,100 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +11.8% | 205,755 | $6.7M |
| Momentous Wealth Management, Inc. | 4.20% | Reduce -1.1% | 201,388 | $6.6M |
| Waverly Advisors, LLC | 0.06% | Add +0.7% | 190,338 | $6.3M |
| LRI Investments, LLC | 0.51% | Reduce -4.0% | 189,739 | $6.2M |
| Mustard Seed Financial, LLC | 3.89% | Add +8.6% | 183,701 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +5.0% | 180,281 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +358.6% | 179,001 | $5.9M |
| Modera Wealth Management, LLC | 0.07% | Add +1.1% | 177,045 | $5.8M |
| Larson Financial Group LLC | 0.20% | Reduce -17.4% | 175,711 | $5.8M |
| Sentinel Pension Advisors, LLC | 0.90% | Add +7.4% | 171,310 | $5.6M |
| Vance Wealth, LLC | 1.72% | Add +9.3% | 169,973 | $5.6M |
"% 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.