Dim US Large Cap Value ETFDFLVETF
13F holders, Q4 2025 (December 31)349holders +39
33new positions
15sold out
1famous investor
$34.25avg. 13F price*
At the end of Q4 2025, 349 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 39 from Q3 2025. 33 opened new positions and 15 sold out. The largest holders were Savant Capital, LLC ($598.6M), Corient Private Wealth LP ($214.3M) and Coldstream Capital Management Inc. ($151.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q4 2025)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $27.6M |
| Exits | 15 | $6.0M |
All 13F filers, Q3 2025 → Q4 2025: 14,131,691 shares bought and 2,467,647 shares sold, net +11,664,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 349 holders
| Savant Capital, LLC | 3.40% | Add +13.1% | 17,497,390 | $598.6M |
| Corient Private Wealth LP | 0.29% | Add +21.4% | 6,263,508 | $214.3M |
| Coldstream Capital Management Inc. | 1.97% | Add +4.4% | 4,440,601 | $151.9M |
| Foster Group, Inc. | 4.28% | Add +0.0% | 4,143,117 | $141.7M |
| Truepoint, Inc. | 2.63% | Add +8.3% | 3,410,368 | $116.7M |
| EP Wealth Advisors, LLC | 0.56% | — | 3,126,872 | $107.0M |
| Mosaic Family Wealth Partners, LLC | 11.10% | Reduce -3.1% | 2,957,759 | $101.2M |
| Root Financial Partners, LLC | 4.85% | Add +44.6% | 2,744,210 | $93.9M |
| Vise Technologies, Inc. | 1.73% | Add +209.5% | 2,580,784 | $88.3M |
| Pathstone Holdings, LLC | 0.34% | Reduce -2.3% | 2,559,158 | $87.5M |
| Cetera Investment Advisers | 0.09% | Add +15.1% | 2,321,233 | $79.4M |
| Summit Financial Strategies, Inc. | 6.19% | Add +9.7% | 2,201,232 | $75.3M |
| HighTower Advisors, LLC | 0.08% | Add +2.8% | 2,162,734 | $74.0M |
| Beacon Pointe Advisors, LLC | 0.50% | Add +12.1% | 2,075,239 | $71.0M |
| DiNuzzo Private Wealth, Inc. | 6.76% | Reduce -1.7% | 1,815,396 | $62.1M |
| Cerity Partners LLC | 0.09% | Add +29.5% | 1,760,605 | $60.2M |
| LPL Financial LLC | 0.01% | Add +8.5% | 1,588,108 | $54.3M |
| Phillips Financial Management, LLC | 3.23% | Add +4.0% | 1,464,846 | $50.1M |
| Bank of Montreal | 0.02% | Add +7.9% | 1,373,880 | $47.0M |
| Quent Capital, LLC | 3.27% | Add +10.2% | 1,326,195 | $45.4M |
| Apella Capital, LLC | 0.89% | Add +11.9% | 1,318,903 | $45.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.1% | 1,205,696 | $42.7M |
| Index Fund Advisors, Inc. | 1.94% | Add +5.8% | 1,205,736 | $41.2M |
| Mather Group, Llc. | 0.42% | Add +4.6% | 1,180,027 | $40.4M |
| Premier Financial Group | 10.18% | Add +0.3% | 1,135,825 | $39.0M |
| Destiny Wealth Partners, LLC | 4.24% | Add +6.4% | 1,035,634 | $37.0M |
| Cwm, LLC | 0.09% | Add +10013.8% | 968,394 | $33.1M |
| Bank of America Corp. | 0.00% | Add +7.0% | 966,066 | $33.0M |
| Exencial Wealth Advisors, LLC | 1.02% | Add +24.1% | 945,906 | $32.4M |
| Mariner, LLC | 0.04% | Add +23.1% | 942,514 | $32.2M |
| OneDigital Investment Advisors LLC | 0.31% | Add +0.1% | 935,581 | $32.0M |
| EnRich Financial Partners LLC | 8.71% | Reduce -0.6% | 934,046 | $32.0M |
| Team Hewins, LLC | 10.09% | Add +5.0% | 915,237 | $31.3M |
| Great Oak Capital Partners, LLC | 7.76% | Add +1.4% | 893,483 | $30.9M |
| Acropolis Investment Management, LLC | 1.38% | Add +12.7% | 897,676 | $30.7M |
| Tumwater Wealth Management, LLC | 12.43% | Add +4.2% | 891,486 | $30.5M |
| WPWealth LLP | 4.75% | Reduce -15.5% | 886,730 | $30.3M |
| Acorn Creek Capital LLC | 9.75% | Add +2.0% | 793,178 | $27.1M |
| Diversified Portfolios, Inc. | 2.19% | Add +4.2% | 768,137 | $26.3M |
| Tilson Financial Group, Inc. | 8.05% | Add +3.6% | 764,535 | $26.2M |
| Fort Vancouver Investment Management, LLC | 13.58% | Add +4.5% | 742,632 | $25.4M |
| Betterment LLC | 0.05% | Add +10.0% | 740,678 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Add +620.4% | 702,511 | $24.0M |
| Wescott Financial Advisory Group, LLC | 2.03% | Add +16.0% | 679,626 | $23.2M |
| Wealth Architects, LLC | 2.04% | Add +9.1% | 661,399 | $22.6M |
| Stage Harbor Financial, LLC | 14.59% | Add +4.4% | 632,635 | $21.6M |
| Tobias Financial Advisors, Inc. | 2.90% | Add +14.3% | 599,978 | $20.5M |
| Three Arch Wealth Management LLC | 3.84% | — | 598,695 | $20.5M |
| Hill Island Financial LLC | 4.87% | Add +3.3% | 594,638 | $20.3M |
| Creative Planning | 0.01% | Add +14.7% | 571,116 | $19.5M |
| VeraBank, N.A. | 3.36% | Add +2.2% | 540,716 | $18.5M |
| Evanson Asset Management, LLC | 0.97% | Add +10.3% | 527,946 | $18.1M |
| Lakeshore Financial Planning, Inc. | 6.31% | Reduce -0.3% | 516,378 | $17.7M |
| Eclectic Associates Inc. | 2.71% | Add +34.1% | 508,799 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 472,868 | $16.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.0% | 445,486 | $15.2M |
| Trinity Financial Advisors LLC | 4.14% | Add +1104.6% | 432,317 | $14.8M |
| Kelly Financial Group LLC | 3.75% | Add +3.9% | 430,807 | $14.7M |
| Austin Asset Management Co Inc | 2.52% | Add +0.4% | 430,083 | $14.7M |
| Chicago Partners Investment Group LLC | 0.34% | Reduce -4.8% | 391,347 | $13.9M |
| Sachem Hill LLC | 2.70% | Add +3.6% | 406,193 | $13.9M |
| Liberty Wealth Management LLC | 1.71% | Reduce -2.5% | 386,810 | $13.2M |
| Advisory Alpha, LLC | 0.36% | Add +2.9% | 382,785 | $13.1M |
| Linscomb Wealth, Inc. | 0.55% | Add +13.6% | 380,248 | $13.0M |
| Sterling Wealth Management, Inc. | 3.65% | Add +13.6% | 373,537 | $12.8M |
| BOS Asset Management, LLC | 3.43% | Add +1.8% | 373,499 | $12.8M |
| Francis Financial, Inc. | 2.43% | Reduce -5.1% | 362,504 | $12.4M |
| Maryland Capital Advisors Inc. | 4.07% | Add +11.6% | 351,235 | $12.0M |
| Disciplined Investments, LLC | 4.61% | Add +6.3% | 350,864 | $12.0M |
| FinDec Wealth Services, Inc. | 12.65% | Reduce -6.4% | 344,721 | $11.8M |
| Allworth Financial LP | 0.05% | Add +5.5% | 340,764 | $11.7M |
| Burk Holdings LLC | 5.54% | Add +4.3% | 339,566 | $11.6M |
| Equita Financial Network, Inc. | 3.35% | Add +13.1% | 324,916 | $11.1M |
| RFG Advisory, LLC | 0.21% | Add +1.1% | 324,501 | $11.1M |
| Prudent Man Investment Management, Inc. | 3.51% | Add +127037.1% | 305,129 | $10.4M |
| Pillar Financial Advisors, LLC | 5.96% | Add +6.9% | 288,829 | $9.9M |
| Sax Wealth Advisors, LLC | 0.46% | Add +9.5% | 288,144 | $9.9M |
| Foundry Financial LLC | 5.12% | — | 284,673 | $9.7M |
| Legacy Financial Group, Inc. | 2.46% | Add +14.3% | 274,750 | $9.4M |
| Level Financial Advisors | 2.48% | Add +12.7% | 274,575 | $9.4M |
| TCI Wealth Advisors, Inc. | 0.51% | Add +17.2% | 270,316 | $9.2M |
| Focus Partners Wealth | 0.01% | Add +5.9% | 270,266 | $9.2M |
| Gemmer Asset Management LLC | 0.71% | Add +5.2% | 269,393 | $9.2M |
| Golden Bell Financial Planning LLC | 7.44% | Add +17.4% | 261,083 | $8.9M |
| Monograph Wealth Advisors, LLC | 0.87% | Add +2.4% | 259,098 | $8.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -23.6% | 256,135 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 248,126 | $8.5M |
| Ruedi Wealth Management, Inc. | 2.10% | Add +3.4% | 233,770 | $8.0M |
| Fiduciary Financial Group, LLC | 1.13% | Add +2.9% | 233,400 | $8.0M |
| SB Capital Management Inc | 2.81% | — | 224,042 | $7.7M |
| Longview Financial Advisors LLC | 4.19% | Reduce -0.0% | 221,940 | $7.6M |
| Sentinel Pension Advisors, LLC | 1.14% | Add +27.1% | 217,650 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -15.0% | 210,932 | $7.2M |
| Composition Wealth, LLC | 0.10% | Reduce -0.2% | 210,538 | $7.2M |
| Atlantic Union Bankshares Corp | 0.13% | Add +21.3% | 203,071 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.9% | 201,915 | $6.9M |
| Mustard Seed Financial, LLC | 4.34% | Add +9.8% | 201,613 | $6.9M |
| Vance Wealth, LLC | 2.02% | Add +16.7% | 198,367 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.7% | 197,246 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +8.2% | 193,654 | $6.6M |
"% 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.