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 |
| Stifel Financial Corp. | 0.01% | Add +6.5% | 191,938 | $6.6M |
| Waverly Advisors, LLC | 0.05% | Add +0.3% | 190,915 | $6.5M |
| Park Avenue Securities LLC | 0.05% | Add +13.6% | 183,164 | $6.3M |
| Wolfstich Capital, LLC | 5.75% | New | 182,361 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.1% | 176,908 | $6.1M |
| Cordant, Inc. | 2.53% | Add +6.4% | 176,064 | $6.0M |
| LRI Investments, LLC | 0.48% | Reduce -7.6% | 175,324 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.0% | 169,985 | $5.8M |
| Studio Investment Management LLC | 1.06% | Add +4.4% | 169,829 | $5.8M |
| Larson Financial Group LLC | 0.19% | Reduce -3.6% | 169,446 | $5.8M |
| Bfsg, LLC | 0.55% | Add +29.1% | 166,515 | $5.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +29.7% | 159,631 | $5.5M |
| Johnson Wealth Management, LLC | 2.71% | Add +14.7% | 159,485 | $5.5M |
| Blue Trust, Inc. | 0.06% | Add +0.4% | 154,185 | $5.3M |
| Redwood Park Advisors LLC | 3.53% | Add +18.6% | 151,940 | $5.2M |
| Pinney & Scofield, Inc. | 2.80% | Add +22.6% | 144,359 | $4.9M |
| Master's Wealth Management Inc. | 1.76% | New | 142,810 | $4.9M |
| Vawter Financial, Ltd. | 2.01% | Add +2.1% | 139,224 | $4.8M |
| McCartney Wealth Management LLC | 3.94% | — | 133,406 | $4.6M |
| GEM Asset Management, LLC | 2.02% | Add +8.8% | 129,827 | $4.5M |
| BIP Wealth, LLC | 0.16% | Add +26.6% | 129,656 | $4.4M |
| Vestia Personal Wealth Advisors | 2.20% | Add +63.4% | 121,316 | $4.3M |
| First Financial Group Corp | 3.64% | Add +4.1% | 125,106 | $4.3M |
| Sprinkle Financial Consultants LLC | 2.17% | Add +0.8% | 125,089 | $4.3M |
| Gradient Capital Advisors, LLC | 1.09% | Add +10.4% | 123,114 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +46.6% | 123,022 | $4.2M |
| Plancorp, LLC | 0.13% | Add +0.1% | 122,026 | $4.2M |
| Mills Wealth Advisors LLC | 1.56% | Add +4.3% | 115,275 | $3.9M |
| Elevate Wealth Advisory, Inc. | 2.69% | Add +8.2% | 115,184 | $3.9M |
| FineMark National Bank & Trust | 0.12% | Add +75.5% | 115,034 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +1.0% | 116,792 | $3.9M |
| Arax Advisory Partners | 0.11% | New | 114,365 | $3.9M |
| DBK Financial Counsel, LLC | 2.93% | Add +31.9% | 111,639 | $3.8M |
| American Investment Services, Inc. | 0.88% | Add +3.2% | 111,300 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -6.9% | 110,821 | $3.8M |
| BDFS Capital LLC | 1.90% | — | 109,865 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 106,579 | $3.6M |
| Collective Family Office LLC | 0.82% | Add +3.7% | 105,008 | $3.6M |
| Panoramic Investment Advisors, LLC | 1.94% | Reduce -2.0% | 104,526 | $3.6M |
| CLG LLC | 0.89% | Add +8.4% | 104,180 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +4.0% | 102,404 | $3.5M |
| Summit Wealth Group, LLC | 0.80% | Add +0.8% | 99,727 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.21% | Add +10.2% | 98,716 | $3.4M |
| M Holdings Securities, Inc. | 0.24% | Add +154.3% | 97,722 | $3.3M |
| Strategent Financial, LLC | 2.05% | Add +0.3% | 94,537 | $3.2M |
| Envision Financial Planning, LLC | 1.22% | Add +4.5% | 94,425 | $3.2M |
| Apeiron RIA LLC | 0.65% | Add +477.9% | 88,181 | $3.2M |
| Vantage Point Financial LLC | 1.09% | Reduce -2.9% | 89,473 | $3.1M |
| Compass Financial Group, Inc. | 1.34% | Add +7.2% | 88,645 | $3.0M |
| Morris Financial Concepts, Inc. | 1.04% | Add +7.9% | 86,634 | $3.0M |
| Pine Harbor Wealth Management, LLC | 0.90% | Reduce -1.0% | 86,159 | $2.9M |
| Investmark Advisory Group LLC | 1.24% | Add +2.3% | 85,284 | $2.9M |
| PKS Advisory Services, LLC | 0.66% | New | 84,338 | $2.9M |
| Professional Financial Solutions LLC | 2.50% | — | 77,990 | $2.7M |
| Strategic Investment Solutions, Inc. | 0.61% | Reduce -0.0% | 74,480 | $2.6M |
| Factor Wealth Management LTD | 0.55% | Reduce -0.5% | 74,116 | $2.5M |
| Vannoy Advisory Group, Inc. | 1.59% | Reduce -1.1% | 73,472 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +18.8% | 72,617 | $2.5M |
| Builder Investment Group Inc. | 0.52% | Add +34.1% | 69,738 | $2.4M |
| City State Bank | 0.65% | Add +25.3% | 69,506 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Reduce -68.8% | 67,593 | $2.3M |
| E6 Portfolios, LLC | 2.61% | — | 66,611 | $2.3M |
| Porter White Investment Advisors, Inc. | 0.93% | Reduce -0.1% | 66,186 | $2.3M |
| Total Wealth Planning, LLC | 4.73% | Reduce -93.9% | 64,589 | $2.2M |
| SOL Capital Management CO | 0.20% | Add +14.1% | 64,297 | $2.2M |
| Financial Harvest, LLC | 1.34% | Add +19.7% | 63,484 | $2.2M |
| Essex Financial Services, Inc. | 0.12% | Add +1.6% | 62,849 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +299.7% | 62,044 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +290.7% | 61,260 | $2.1M |
| Drucker Wealth 3.0, LLC | 0.37% | Add +3.3% | 61,106 | $2.1M |
| Mraz, Amerine & Associates, Inc. | 0.31% | Reduce -4.5% | 60,709 | $2.1M |
| GEN Financial Management, INC. | 1.25% | Add +0.1% | 57,839 | $2.0M |
| Ferguson Johnson Wealth Management Inc | 1.63% | — | 57,397 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.07% | No change | 56,423 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +0.8% | 55,510 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 55,146 | $1.9M |
| Aire Advisors, LLC | 0.34% | Add +0.1% | 55,093 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Add +64.9% | 53,429 | $1.8M |
| McMill Wealth Management | 0.51% | Add +5.4% | 52,730 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Add +67.0% | 51,676 | $1.8M |
| Retirement Guys Formula LLC | 0.79% | Reduce -2.4% | 50,605 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +108.8% | 50,222 | $1.7M |
| Zhang Financial LLC | 0.06% | Reduce -14.0% | 48,231 | $1.6M |
| L.K. Benson & Company, P.C. | 0.82% | Add +0.4% | 47,943 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.0% | 47,874 | $1.6M |
| Disciplined Investors, L.L.C. | 1.04% | Add +4.5% | 46,484 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.21% | Reduce -3.6% | 44,741 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.23% | Reduce -6.9% | 44,200 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +6.6% | 43,497 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.32% | New | 43,025 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.30% | Add +5.3% | 40,698 | $1.4M |
| PCA Investment Advisory Services Inc. | 0.48% | Reduce -26.8% | 39,993 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | New | 38,682 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | Add +5.8% | 38,650 | $1.3M |
| LJI Wealth Management, LLC | 0.20% | Add +384.4% | 38,067 | $1.3M |
| Petersen Hastings Wealth Advisors Inc. | 0.12% | — | 36,642 | $1.3M |
| Forteris Wealth Management Inc. | 1.20% | — | 35,578 | $1.2M |
| Vistica Wealth Advisors, LLC | 1.16% | — | 33,981 | $1.2M |
| Disciplined Equity Management, Inc. | 0.60% | No change | 33,950 | $1.2M |
| Emprise Bank | 0.48% | Reduce -0.4% | 33,795 | $1.2M |
| Cowa, LLC | 0.35% | Add +11.1% | 33,657 | $1.2M |
| Eastern Bank | 0.02% | Reduce -52.5% | 32,122 | $1.1M |
| Bridgewater Advisors Inc. | 0.07% | Add +4.1% | 30,630 | $1.1M |
| Formidable Asset Management, LLC | 0.16% | Add +22.2% | 32,608 | $1.1M |
| Samalin Investment Counsel, LLC | 0.36% | Add +6.2% | 29,624 | $1.0M |
| Ponta Wealth Partners, LLC | 0.92% | — | 28,898 | $989K |
| Parkwoods Wealth Partners, LLC | 0.29% | Add +8.1% | 28,866 | $988K |
| Cardiff Park Advisors, LLC | 0.08% | Reduce -13.3% | 28,858 | $987K |
| Aegis Wealth Management LLC | 0.55% | Add +2.6% | 28,508 | $975K |
| IFP Advisors, Inc | 0.02% | Reduce -6.2% | 27,258 | $932K |
| Sterling Financial Planning, Inc. | 0.28% | Add +1.1% | 27,119 | $928K |
| Oceanside Advisors LLC | 0.56% | Add +5.4% | 26,916 | $921K |
| Infinity Wealth Counsel, LLC | 0.84% | Add +26.4% | 26,904 | $920K |
| Choreo, LLC | 0.01% | Add +0.4% | 26,411 | $911K |
| Financially in Tune, LLC | 0.84% | — | 26,299 | $900K |
| Spire Wealth Management | 0.03% | Add +22.9% | 25,143 | $860K |
| Momentous Wealth Management, Inc. | 0.49% | Reduce -87.5% | 25,119 | $859K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +1.1% | 24,066 | $823K |
| Royal Bank of Canada | 0.00% | Reduce -48.2% | 22,926 | $784K |
| Approach Retirement Advisors, LLC | 0.67% | — | 22,645 | $775K |
| Fortitude Family Office, LLC | 0.18% | No change | 22,512 | $770K |
| Seneschal Advisors, LLC | 0.56% | Reduce -2.0% | 22,377 | $766K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.8% | 20,678 | $707K |
| Curio Wealth, LLC | 0.25% | Add +1.0% | 20,378 | $705K |
| Mission Wealth Management, LP | 0.01% | New | 20,228 | $692K |
| Washington Trust Advisors, Inc. | 0.05% | Add +0.3% | 20,027 | $685K |
| Cogent Private Wealth, Inc. | 0.50% | — | 19,041 | $651K |
| 55 North Private Wealth, LLC | 0.17% | — | 18,662 | $638K |
| Optima Capital LLC | 0.27% | No change | 18,500 | $633K |
| McGrath & Associates, Inc. | 0.89% | Add +3.0% | 18,381 | $629K |
| Axxcess Wealth Management, LLC | 0.01% | New | 18,310 | $626K |
| Truist Financial Corp. | 0.00% | No change | 17,572 | $601K |
| Parkshore Wealth Management, Inc. | 0.22% | Add +6.5% | 17,438 | $597K |
| Pacific Asset Management, LLC | 0.35% | Add +135.7% | 17,247 | $590K |
| Naples Global Advisors, LLC | 0.04% | No change | 16,788 | $574K |
| TAGStone Capital, Inc. | 0.21% | Add +20.5% | 16,360 | $560K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 16,182 | $554K |
| Opus Financial Solutions LLC | 0.51% | — | 15,782 | $540K |
| Larry Mathis Financial Planning, LLC | 0.48% | — | 15,751 | $539K |
| Oder Investment Management, LLC | 0.39% | Add +16.6% | 15,743 | $539K |
| Morgan Stanley | 0.00% | Add +76.2% | 15,211 | $520K |
| Summit Wealth Group LLC / Co. | 0.07% | New | 14,961 | $512K |
| Austin Wealth Management, LLC | 0.08% | Reduce -37.7% | 14,489 | $511K |
| Foundation Wealth Management, LLC\PA | 0.19% | No change | 14,926 | $511K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 14,605 | $500K |
| Eq Wealth Advisors, LLC | 0.29% | Reduce -0.8% | 14,528 | $497K |
| Wingate Wealth Advisors, Inc. | 0.28% | Add +0.4% | 14,497 | $496K |
| Sensible Money, LLC | 0.16% | Add +0.3% | 14,443 | $494K |
| Asset Dedication, LLC | 0.03% | Add +0.3% | 14,443 | $494K |
| Melfa Wealth Management, Inc. | 0.28% | Reduce -6.5% | 14,345 | $491K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -8.9% | 14,260 | $488K |
| RCS Financial Planning, LLC | 0.21% | No change | 13,912 | $476K |
| WorthPointe, LLC | 0.12% | New | 13,852 | $474K |
| C M Bidwell & Associates Ltd. | 0.22% | Add +1.9% | 13,770 | $471K |
| AQR Capital Management | 0.00% | Add +42.5% | 13,491 | $462K |
| McClarren Financial Advisors, Inc. | 0.27% | Reduce -75.7% | 2,161 | $456K |
| Hilltop Holdings Inc. | 0.03% | Reduce -21.2% | 13,299 | $455K |
| Jane Street Group, LLC | 0.00% | Reduce -65.2% | 12,829 | $439K |
| Warner Financial, Inc. | 0.15% | Add +0.4% | 12,766 | $437K |
| SYM FINANCIAL Corp | 0.04% | No change | 12,497 | $428K |
| IFG Advisory, LLC | 0.02% | Reduce -1.9% | 12,455 | $426K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +0.1% | 11,434 | $423K |
| Tortoise Investment Management, LLC | 0.04% | No change | 11,807 | $404K |
| Cloud Capital Management, LLC | 0.19% | Add +0.3% | 11,751 | $402K |
| Harbour Investments, Inc. | 0.01% | Add +1404.1% | 11,446 | $392K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +1.4% | 11,313 | $387K |
| Wealth Management Nebraska | 0.04% | Add +0.3% | 11,132 | $381K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +12.1% | 11,115 | $380K |
| Twin Cities Retirement Group LLC | 0.36% | — | 10,998 | $376K |
| Keb Asset Management, LLC | 0.08% | Add +29.2% | 10,936 | $374K |
| Investment Advisory Group, LLC | 0.10% | New | 10,830 | $370K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,789 | $369K |
| Strathmore Capital Advisors, Inc. | 0.12% | Add +4.1% | 10,586 | $362K |
| Clark Asset Management, LLC | 0.04% | New | 10,450 | $357K |
| RB Capital Management, LLC | 0.07% | Reduce -5.5% | 10,282 | $352K |
| Summit Financial, LLC | 0.00% | Add +18.1% | 9,429 | $323K |
| GeoWealth Management, LLC | 0.01% | No change | 9,301 | $318K |
| HRT Financial LP | 0.00% | Reduce -57.2% | 9,261 | $316K |
| First American Trust, FSB | 0.02% | New | 9,209 | $315K |
| Kane Co Wealth Management, Inc. | 0.28% | — | 9,188 | $314K |
| RAM Investment Partners, LLC | 0.06% | Add +4.2% | 9,149 | $313K |
| Donalies Financial Planning, LLC | 0.27% | — | 9,112 | $312K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +7.2% | 9,096 | $311K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -11.1% | 9,094 | $311K |
| Operose Advisors LLC | 0.07% | New | 9,058 | $310K |
| Triangle Securities Wealth Management | 0.07% | New | 9,050 | $310K |
| Prosperity Advisers, LLC | 0.25% | — | 8,984 | $307K |
| Aurelius Family Office LLC | 0.13% | Reduce -2.0% | 8,727 | $306K |
| TrustWell Financial Advisors, LLC | 0.28% | — | 8,609 | $295K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.6% | 8,512 | $291K |
| ABLE Financial Group, LLC | 0.05% | Add +2.3% | 7,905 | $270K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.9% | 7,832 | $268K |
| Baird Financial Group, Inc. | 0.00% | Reduce -68.6% | 7,767 | $266K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -39.6% | 7,697 | $263K |
| McIlrath & Eck, LLC | 0.02% | Add +3.0% | 7,661 | $262K |
| Long Island Wealth Management, Inc. | 0.12% | Add +5.3% | 7,527 | $257K |
| BlackRock, Inc. | 0.00% | New | 7,330 | $251K |
| Mercer Global Advisors Inc. | 0.00% | Add +18.9% | 7,287 | $249K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -35.5% | 7,042 | $241K |
| Capital Insight Partners, LLC | 0.05% | New | 7,030 | $240K |
| Family CFO Inc | 0.11% | No change | 6,904 | $236K |
| Fortis Capital Management LLC | 0.03% | New | 6,869 | $235K |
| Tillman Hartley LLC | 0.06% | New | 6,553 | $224K |
| Dixon Fnancial Services, Inc. | 0.10% | New | 6,544 | $224K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 6,408 | $219K |
| Pioneer Wealth Management Group | 0.07% | No change | 6,276 | $215K |
| Smartleaf Asset Management LLC | 0.01% | New | 6,210 | $214K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 6,210 | $212K |
| Fonville Wealth Management LLC | 0.04% | No change | 6,145 | $210K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 6,068 | $208K |
| Matauro, LLC | 0.03% | New | 5,903 | $202K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 5,811 | $199K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -9.3% | 5,610 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1110.6% | 4,927 | $169K |
| Global Retirement Partners, LLC | 0.00% | Add +102.5% | 4,003 | $137K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,902 | $134K |
| S.A. Mason LLC | 0.05% | New | 3,749 | $128K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +18.8% | 3,683 | $126K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,163 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,907 | $99K |
| MAI Capital Management | 0.00% | No change | 2,326 | $80K |
| Wells Fargo & Company | 0.00% | Add +1117.8% | 2,192 | $75K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -8.3% | 1,934 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 1,850 | $63K |
| FMR LLC | 0.00% | No change | 1,667 | $57K |
| Addison Advisors LLC | 0.01% | Reduce -8.0% | 1,665 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,601 | $55K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.4% | 1,212 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +3.8% | 1,162 | $40K |
| Topsail Wealth Management, LLC | 0.00% | No change | 958 | $33K |
| Providence Capital Advisors, LLC | 0.00% | No change | 849 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | New | 834 | $29K |
| Maseco LLP | 0.00% | No change | 785 | $27K |
| Clearstead Advisors, LLC | 0.00% | No change | 727 | $25K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 651 | $22K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.3% | 615 | $21K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.4% | 535 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -61.8% | 398 | $14K |
| Concord Wealth Partners | 0.00% | Add +92.1% | 315 | $11K |
| SHP Wealth Management | 0.00% | — | 230 | $8K |
| UBS Group AG | 0.00% | New | 189 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.3% | 175 | $6K |
| Fifth Third Bancorp | 0.00% | New | 166 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 66 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 35 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -72.9% | 16 | $547 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -57.1% | 12 | $411 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 6 | $208 |
| Valued Wealth Advisors LLC | 0.00% | New | 6 | $206 |
"% 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.