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 |
| Atlantic Union Bankshares Corp | 0.10% | Add +2.7% | 167,452 | $5.5M |
| Cordant, Inc. | 2.46% | Add +2.8% | 165,440 | $5.4M |
| Studio Investment Management LLC | 1.01% | Add +11.5% | 162,688 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +33.1% | 161,249 | $5.3M |
| Blue Trust, Inc. | 0.06% | Reduce -2.2% | 153,600 | $5.1M |
| Johnson Wealth Management, LLC | 2.52% | — | 138,994 | $4.6M |
| Vawter Financial, Ltd. | 2.04% | New | 136,404 | $4.5M |
| Bfsg, LLC | 0.41% | Add +14.1% | 129,016 | $4.2M |
| Redwood Park Advisors LLC | 3.14% | Add +3.4% | 128,088 | $4.2M |
| Sprinkle Financial Consultants LLC | 2.28% | Add +2.4% | 124,048 | $4.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +82.4% | 123,102 | $4.1M |
| Plancorp, LLC | 0.13% | Add +0.2% | 121,852 | $4.0M |
| First Financial Group Corp | 3.43% | Add +12.0% | 120,154 | $4.0M |
| GEM Asset Management, LLC | 1.87% | Add +2.1% | 119,294 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.22% | Add +2.9% | 119,037 | $3.9M |
| Pinney & Scofield, Inc. | 2.41% | Add +7.9% | 117,793 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +65.5% | 115,639 | $3.8M |
| Gradient Capital Advisors, LLC | 0.98% | Add +10.6% | 111,513 | $3.7M |
| Mills Wealth Advisors LLC | 1.48% | Add +8.1% | 110,577 | $3.6M |
| American Investment Services, Inc. | 0.85% | Add +6.8% | 107,840 | $3.5M |
| Panoramic Investment Advisors, LLC | 1.97% | Add +20.3% | 106,665 | $3.5M |
| Elevate Wealth Advisory, Inc. | 2.54% | Add +0.1% | 106,440 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +10.6% | 102,830 | $3.4M |
| BIP Wealth, LLC | 0.17% | Add +27.0% | 102,398 | $3.4M |
| Collective Family Office LLC | 0.80% | Add +4.9% | 101,243 | $3.3M |
| Summit Wealth Group, LLC | 0.79% | Add +1.7% | 98,912 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.4% | 98,503 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.9% | 97,519 | $3.2M |
| CLG LLC | 0.86% | Add +8.2% | 96,087 | $3.2M |
| Strategent Financial, LLC | 2.22% | Add +3.7% | 94,260 | $3.1M |
| Vantage Point Financial LLC | 1.17% | Reduce -8.1% | 92,112 | $3.0M |
| Envision Financial Planning, LLC | 1.26% | Add +4.8% | 90,391 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.07% | Reduce -0.7% | 89,557 | $2.9M |
| Pine Harbor Wealth Management, LLC | 0.92% | Add +3.8% | 86,998 | $2.9M |
| DBK Financial Counsel, LLC | 2.34% | Add +22.7% | 84,607 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +47.6% | 83,896 | $2.8M |
| Investmark Advisory Group LLC | 1.19% | Reduce -4.2% | 83,373 | $2.7M |
| Compass Financial Group, Inc. | 1.22% | Add +4.8% | 82,692 | $2.7M |
| Morris Financial Concepts, Inc. | 0.95% | Add +20.5% | 80,297 | $2.6M |
| Strategic Investment Solutions, Inc. | 0.65% | Reduce -6.7% | 74,500 | $2.5M |
| Factor Wealth Management LTD | 0.61% | Add +17.2% | 74,460 | $2.4M |
| Vannoy Advisory Group, Inc. | 1.60% | Reduce -1.3% | 74,285 | $2.4M |
| Vestia Personal Wealth Advisors | 1.30% | Add +45.2% | 74,258 | $2.4M |
| Eastern Bank | 0.04% | Reduce -9.8% | 67,619 | $2.2M |
| Porter White Investment Advisors, Inc. | 0.94% | Add +0.2% | 66,266 | $2.2M |
| FineMark National Bank & Trust | 0.07% | Add +11.8% | 65,553 | $2.2M |
| Mraz, Amerine & Associates, Inc. | 0.33% | Reduce -0.3% | 63,534 | $2.1M |
| Essex Financial Services, Inc. | 0.12% | Reduce -21.6% | 61,888 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +1097.9% | 61,153 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.35% | Add +8.8% | 59,138 | $1.9M |
| GEN Financial Management, INC. | 1.64% | Reduce -4.8% | 57,757 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +81.9% | 57,017 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | No change | 56,423 | $1.9M |
| SOL Capital Management CO | 0.17% | Add +16.5% | 56,330 | $1.9M |
| Zhang Financial LLC | 0.07% | Reduce -1.5% | 56,102 | $1.8M |
| City State Bank | 0.53% | Add +14.3% | 55,466 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +3.1% | 55,089 | $1.8M |
| Aire Advisors, LLC | 0.33% | Add +0.0% | 55,014 | $1.8M |
| PCA Investment Advisory Services Inc. | 0.67% | Add +3.6% | 54,649 | $1.8M |
| Financial Harvest, LLC | 1.18% | Add +45.2% | 53,041 | $1.7M |
| Builder Investment Group Inc. | 0.38% | Add +6.5% | 51,995 | $1.7M |
| Retirement Guys Formula LLC | 0.60% | Reduce -1.9% | 51,825 | $1.7M |
| McMill Wealth Management | 0.47% | Add +5.3% | 50,009 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.4% | 48,366 | $1.6M |
| L.K. Benson & Company, P.C. | 0.85% | Add +0.5% | 47,755 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.25% | Reduce -23.3% | 47,487 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +5.5% | 46,418 | $1.5M |
| Disciplined Investors, L.L.C. | 1.04% | Reduce -1.5% | 44,466 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +204.9% | 44,238 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -14.1% | 42,500 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 40,792 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.29% | Add +1.2% | 38,650 | $1.3M |
| M Holdings Securities, Inc. | 0.27% | Add +7.7% | 38,434 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +95.9% | 36,888 | $1.2M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -0.6% | 36,519 | $1.2M |
| Trinity Financial Advisors LLC | 0.34% | Add +1.4% | 35,890 | $1.2M |
| Disciplined Equity Management, Inc. | 0.61% | New | 33,950 | $1.1M |
| Emprise Bank | 0.48% | No change | 33,945 | $1.1M |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.4% | 33,278 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.09% | Add +0.5% | 33,128 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 32,691 | $1.1M |
| Staley Capital Advisers Inc. | 0.04% | Add +20.6% | 32,405 | $1.1M |
| Berger Financial Group, Inc | 0.06% | Reduce -1.7% | 30,937 | $1.0M |
| Cowa, LLC | 0.35% | Add +1.5% | 30,303 | $997K |
| Bridgewater Advisors Inc. | 0.07% | No change | 29,434 | $961K |
| IFP Advisors, Inc | 0.02% | Add +102.3% | 29,055 | $956K |
| Samalin Investment Counsel, LLC | 0.32% | Add +2.5% | 27,896 | $918K |
| Aegis Wealth Management LLC | 0.49% | Add +38.7% | 27,786 | $914K |
| Sterling Financial Planning, Inc. | 0.28% | Reduce -14.4% | 26,816 | $882K |
| Parkwoods Wealth Partners, LLC | 0.30% | Add +58.8% | 26,701 | $878K |
| Choreo, LLC | 0.01% | Add +4.1% | 26,310 | $866K |
| Fortress Wealth Management, Inc. | 0.38% | Reduce -0.7% | 25,908 | $852K |
| Oceanside Advisors LLC | 0.53% | Add +1.4% | 25,532 | $840K |
| Formidable Asset Management, LLC | 0.13% | Add +68.2% | 26,681 | $828K |
| Baird Financial Group, Inc. | 0.00% | New | 24,761 | $815K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.9% | 24,048 | $791K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +2.9% | 23,815 | $784K |
| Austin Wealth Management, LLC | 0.12% | Reduce -3.9% | 23,261 | $763K |
| Seneschal Advisors, LLC | 0.55% | Add +10.0% | 22,833 | $751K |
| Fortitude Family Office, LLC | 0.20% | No change | 22,512 | $741K |
| HRT Financial LP | 0.00% | New | 21,635 | $711K |
| Infinity Wealth Counsel, LLC | 0.68% | Add +3.6% | 21,284 | $700K |
| Citadel Advisors | 0.00% | Add +5.0% | 20,774 | $683K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.5% | 20,521 | $675K |
| Spire Wealth Management | 0.02% | Add +18.2% | 20,461 | $673K |
| Curio Wealth, LLC | 0.27% | Reduce -0.2% | 20,174 | $664K |
| Washington Trust Advisors, Inc. | 0.05% | New | 19,974 | $657K |
| Optima Capital LLC | 0.30% | No change | 18,500 | $609K |
| McGrath & Associates, Inc. | 0.87% | Add +1.6% | 17,837 | $587K |
| Truist Financial Corp. | 0.00% | New | 17,572 | $578K |
| Hilltop Holdings Inc. | 0.03% | Add +74.1% | 16,880 | $555K |
| Naples Global Advisors, LLC | 0.04% | No change | 16,788 | $552K |
| PBMares Wealth Management LLC | 0.09% | Add +41.1% | 16,599 | $546K |
| Parkshore Wealth Management, Inc. | 0.22% | Reduce -0.3% | 16,371 | $539K |
| Sanctuary Advisors, LLC | 0.00% | New | 15,681 | $516K |
| Triad Wealth Partners, LLC | 0.07% | Add +6.3% | 15,651 | $515K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.9% | 15,523 | $511K |
| Melfa Wealth Management, Inc. | 0.30% | Reduce -3.2% | 15,345 | $505K |
| Apeiron RIA LLC | 0.11% | New | 15,258 | $494K |
| My Personal CFO, LLC | 0.19% | New | 14,926 | $491K |
| Foundation Wealth Management, LLC\PA | 0.19% | Reduce -8.3% | 14,926 | $491K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 14,605 | $483K |
| Eq Wealth Advisors, LLC | 0.32% | Reduce -1.3% | 14,642 | $482K |
| Wingate Wealth Advisors, Inc. | 0.33% | Add +0.5% | 14,440 | $475K |
| Sensible Money, LLC | 0.16% | Add +0.4% | 14,392 | $474K |
| Asset Dedication, LLC | 0.03% | Add +0.4% | 14,392 | $474K |
| RCS Financial Planning, LLC | 0.20% | Add +21.8% | 13,912 | $458K |
| TAGStone Capital, Inc. | 0.18% | Add +1.6% | 13,575 | $447K |
| C M Bidwell & Associates Ltd. | 0.21% | Add +24.2% | 13,511 | $445K |
| Oder Investment Management, LLC | 0.32% | Add +12.6% | 13,505 | $444K |
| McClarren Financial Advisors, Inc. | 0.27% | Add +24.7% | 8,909 | $437K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -10.6% | 12,742 | $419K |
| Warner Financial, Inc. | 0.16% | Add +0.4% | 12,716 | $418K |
| IFG Advisory, LLC | 0.02% | New | 12,698 | $418K |
| SYM FINANCIAL Corp | 0.04% | No change | 12,497 | $411K |
| Entrewealth, LLC | 0.21% | New | 12,227 | $402K |
| Tortoise Investment Management, LLC | 0.03% | No change | 11,807 | $388K |
| Cloud Capital Management, LLC | 0.20% | Add +0.3% | 11,718 | $385K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +0.1% | 11,423 | $377K |
| Sigma Planning Corp | 0.01% | Add +14.3% | 11,253 | $370K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 11,158 | $367K |
| Wealth Management Nebraska | 0.04% | Add +4.4% | 11,103 | $365K |
| Atria Investments, Inc | 0.00% | New | 10,921 | $359K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 10,916 | $359K |
| RB Capital Management, LLC | 0.08% | Add +3.3% | 10,880 | $358K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 10,234 | $337K |
| Strathmore Capital Advisors, Inc. | 0.14% | Add +5.5% | 10,172 | $335K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +5.6% | 9,913 | $328K |
| Cwm, LLC | 0.00% | Add +73.9% | 9,575 | $315K |
| AQR Capital Management | 0.00% | Add +20.3% | 9,469 | $312K |
| Avior Wealth Management, LLC | 0.01% | Reduce -68.4% | 9,415 | $310K |
| GeoWealth Management, LLC | 0.01% | No change | 9,301 | $306K |
| Aurelius Family Office LLC | 0.13% | Reduce -2.3% | 8,906 | $293K |
| RAM Investment Partners, LLC | 0.05% | Reduce -6.1% | 8,783 | $289K |
| Morgan Stanley | 0.00% | Add +13.6% | 8,632 | $284K |
| XTX Topco Ltd | 0.01% | New | 8,537 | $281K |
| Mullaney, Keating & Wright, Inc. | 0.15% | Add +7.8% | 8,486 | $279K |
| Keb Asset Management, LLC | 0.06% | No change | 8,467 | $279K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -31.3% | 8,459 | $278K |
| Summit Financial, LLC | 0.00% | New | 7,986 | $263K |
| LJI Wealth Management, LLC | 0.05% | Reduce -75.5% | 7,859 | $259K |
| Capital Advisors Inc. | 0.00% | No change | 7,844 | $258K |
| ABLE Financial Group, LLC | 0.06% | Reduce -25.6% | 7,729 | $254K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.5% | 7,468 | $246K |
| McIlrath & Eck, LLC | 0.03% | Add +208.7% | 7,436 | $245K |
| Pacific Asset Management, LLC | 0.16% | Add +10.1% | 7,319 | $241K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.4% | 7,257 | $239K |
| Long Island Wealth Management, Inc. | 0.11% | New | 7,147 | $235K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,142 | $235K |
| Family CFO Inc | 0.10% | No change | 6,904 | $227K |
| Earned Wealth Advisors, LLC | 0.03% | New | 6,278 | $207K |
| Pioneer Wealth Management Group | 0.07% | New | 6,276 | $206K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.2% | 6,185 | $203K |
| Fonville Wealth Management LLC | 0.05% | New | 6,145 | $202K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,126 | $202K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 5,811 | $191K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,898 | $128K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,163 | $104K |
| Cary Street Partners Investment Advisory LLC | 0.04% | No change | 3,100 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,907 | $96K |
| MAI Capital Management | 0.00% | New | 2,326 | $77K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,109 | $69K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,977 | $65K |
| Ancora Advisors LLC | 0.00% | No change | 1,850 | $61K |
| Addison Advisors LLC | 0.01% | No change | 1,810 | $60K |
| FMR LLC | 0.00% | Add +6.0% | 1,667 | $55K |
| Optiver Holding B.V. | 0.00% | New | 1,276 | $42K |
| DecisionPoint Financial, LLC | 0.01% | No change | 1,207 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +2.9% | 1,120 | $37K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,043 | $34K |
| Wealthspire Advisors, LLC | 0.00% | New | 978 | $32K |
| Topsail Wealth Management, LLC | 0.01% | No change | 958 | $32K |
| Providence Capital Advisors, LLC | 0.00% | No change | 849 | $28K |
| Maseco LLP | 0.00% | New | 785 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +26.8% | 761 | $25K |
| Clearstead Advisors, LLC | 0.00% | No change | 727 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.9% | 680 | $22K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 651 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.5% | 613 | $20K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.6% | 533 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.5% | 407 | $13K |
| TruNorth Capital Management, LLC | 0.00% | No change | 359 | $12K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 240 | $7K |
| Wells Fargo & Company | 0.00% | New | 180 | $6K |
| Concord Wealth Partners | 0.00% | No change | 164 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 55 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 35 | $1K |
| Simplex Trading, LLC | 0.00% | Add +1.7% | 59 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.6% | 28 | $921 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 6 | $200 |
"% 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.