Dim US Large Cap Value ETFDFLVETF
13F holders, Q1 2026 (March 31)367holders +18
45new positions
25sold out
4famous investors
$35.71avg. 13F price*
At the end of Q1 2026, 367 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 18 from Q4 2025. 45 opened new positions and 25 sold out. The largest holders were Savant Capital, LLC ($736.4M), Corient Private Wealth LP ($241.6M) and Coldstream Capital Management Inc. ($163.9M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dim US Large Cap Value ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2026)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $126.1M |
| Exits | 25 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 16,913,182 shares bought and 2,381,993 shares sold, net +14,531,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| Savant Capital, LLC | 3.56% | Add +17.9% | 20,622,687 | $736.4M |
| Corient Private Wealth LP | 0.35% | Add +8.1% | 6,770,021 | $241.6M |
| Coldstream Capital Management Inc. | 2.03% | Add +3.4% | 4,591,120 | $163.9M |
| Foster Group, Inc. | 4.31% | Reduce -2.0% | 4,059,266 | $145.0M |
| Cetera Investment Advisers | 0.14% | Add +58.0% | 3,667,210 | $131.0M |
| Truepoint, Inc. | 2.86% | Add +5.1% | 3,585,713 | $128.0M |
| Root Financial Partners, LLC | 5.19% | Add +14.6% | 3,143,873 | $112.3M |
| Mosaic Family Wealth Partners, LLC | 10.95% | Add +1.3% | 2,995,202 | $107.0M |
| EP Wealth Advisors, LLC | 0.49% | Reduce -10.7% | 2,793,707 | $99.8M |
| Pathstone Holdings, LLC | 0.36% | Reduce -0.2% | 2,553,519 | $91.2M |
| Vise Technologies, Inc. | 1.73% | No change | 2,580,784 | $88.3M |
| Summit Financial Strategies, Inc. | 6.78% | Add +9.4% | 2,408,269 | $86.0M |
| Beacon Pointe Advisors, LLC | 0.41% | Add +5.6% | 2,191,034 | $78.2M |
| Cerity Partners LLC | 0.11% | Add +23.1% | 2,166,874 | $77.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.1% | 2,161,041 | $77.2M |
| LPL Financial LLC | 0.02% | Add +13.9% | 1,808,994 | $64.6M |
| DiNuzzo Private Wealth, Inc. | 6.94% | Reduce -0.6% | 1,804,410 | $64.4M |
| Apella Capital, LLC | 0.81% | Add +11.1% | 1,464,732 | $54.7M |
| Quent Capital, LLC | 3.74% | Add +11.3% | 1,475,653 | $52.7M |
| Bank of Montreal | 0.02% | Add +6.5% | 1,463,782 | $52.3M |
| Phillips Financial Management, LLC | 3.66% | Reduce -3.6% | 1,411,955 | $50.4M |
| Index Fund Advisors, Inc. | 2.20% | Add +13.5% | 1,368,350 | $48.9M |
| Exencial Wealth Advisors, LLC | 1.47% | Add +40.3% | 1,326,979 | $47.4M |
| Mather Group, Llc. | 0.44% | Add +5.5% | 1,244,911 | $44.5M |
| Premier Financial Group | 6.96% | Add +0.3% | 1,138,949 | $40.9M |
| Cwm, LLC | 0.11% | Add +17.4% | 1,136,931 | $40.6M |
| Mariner, LLC | 0.05% | Add +20.5% | 1,135,924 | $40.6M |
| Destiny Wealth Partners, LLC | 3.96% | Reduce -2.0% | 1,014,935 | $36.2M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 958,442 | $34.2M |
| Team Hewins, LLC | 10.02% | Add +3.2% | 944,372 | $33.7M |
| Great Oak Capital Partners, LLC | 7.82% | Add +2.3% | 913,706 | $33.6M |
| OneDigital Investment Advisors LLC | 0.33% | Add +0.1% | 936,769 | $33.5M |
| Lakeshore Financial Planning, Inc. | 12.06% | Add +80.4% | 931,589 | $33.3M |
| Diversified Portfolios, Inc. | 2.69% | Add +19.3% | 916,445 | $32.7M |
| EnRich Financial Partners LLC | 8.60% | Reduce -2.8% | 908,182 | $32.4M |
| Acropolis Investment Management, LLC | 1.43% | Add +1.0% | 906,845 | $32.4M |
| Tumwater Wealth Management, LLC | 12.85% | Add +0.4% | 894,899 | $32.0M |
| Waterloo Capital, L.P. | 2.12% | New | 843,190 | $30.1M |
| Linscomb Wealth, Inc. | 1.33% | Add +120.4% | 838,061 | $29.9M |
| WPWealth LLP | 4.51% | Reduce -6.9% | 825,675 | $29.5M |
| Betterment LLC | 0.05% | Add +9.5% | 811,170 | $29.0M |
| Acorn Creek Capital LLC | 10.09% | Reduce -0.2% | 791,358 | $28.3M |
| Raymond James Financial Inc. | 0.01% | Add +11.7% | 784,607 | $28.0M |
| Fort Vancouver Investment Management, LLC | 14.18% | Add +5.3% | 781,835 | $27.9M |
| Tilson Financial Group, Inc. | 8.37% | Add +2.2% | 781,347 | $27.9M |
| Wescott Financial Advisory Group, LLC | 2.39% | Add +12.2% | 762,244 | $27.2M |
| Wealth Architects, LLC | 2.22% | Add +5.3% | 696,762 | $24.9M |
| Tobias Financial Advisors, Inc. | 3.44% | Add +15.2% | 691,191 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -43.1% | 686,190 | $24.6M |
| Eclectic Associates Inc. | 3.17% | Add +31.6% | 669,753 | $23.9M |
| Stage Harbor Financial, LLC | 15.80% | Add +5.5% | 667,183 | $23.8M |
| Three Arch Wealth Management LLC | 3.97% | Add +3.1% | 617,575 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +262.1% | 615,545 | $22.0M |
| Evanson Asset Management, LLC | 1.15% | Add +13.8% | 601,058 | $21.5M |
| Hill Island Financial LLC | 5.20% | Add +0.8% | 599,600 | $21.4M |
| Creative Planning | 0.01% | Add +1.9% | 581,934 | $20.8M |
| West Financial Advisors, LLC | 3.47% | New | 571,794 | $20.4M |
| Compass Advisory Group LLC | 5.30% | New | 554,370 | $19.8M |
| VeraBank, N.A. | 3.62% | Add +2.5% | 554,098 | $19.8M |
| Clearstead Advisors, LLC | 0.17% | Add +73109.4% | 532,232 | $19.0M |
| Trinity Financial Advisors LLC | 4.70% | Add +7.0% | 462,490 | $16.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.8% | 441,756 | $15.8M |
| Austin Asset Management Co Inc | 2.60% | Add +0.5% | 432,188 | $15.4M |
| Sachem Hill LLC | 2.96% | Add +5.2% | 427,260 | $15.3M |
| Foundry Financial LLC | 6.46% | Add +50.0% | 426,999 | $15.2M |
| Kelly Financial Group LLC | 3.79% | Reduce -2.0% | 422,016 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.4% | 423,583 | $14.9M |
| Disciplined Investments, LLC | 5.10% | Add +13.3% | 397,623 | $14.2M |
| Chicago Partners Investment Group LLC | 0.31% | Reduce -4.5% | 373,652 | $14.0M |
| Liberty Wealth Management LLC | 1.71% | Reduce -1.1% | 382,353 | $13.7M |
| BOS Asset Management, LLC | 3.49% | Add +2.1% | 381,397 | $13.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +5119.1% | 380,318 | $13.6M |
| Sterling Wealth Management, Inc. | 3.73% | Add +1.8% | 380,080 | $13.6M |
| Advisory Alpha, LLC | 0.36% | Reduce -2.7% | 372,399 | $13.3M |
| Burk Holdings LLC | 5.62% | Add +8.1% | 367,119 | $13.1M |
| Equita Financial Network, Inc. | 4.08% | Add +11.8% | 363,171 | $13.0M |
| Allworth Financial LP | 0.05% | Add +4.6% | 356,345 | $12.7M |
| RFG Advisory, LLC | 0.22% | Add +2.3% | 331,896 | $11.9M |
| McKinley Carter Wealth Services, Inc. | 0.64% | New | 312,637 | $11.2M |
| Navigate Wealth Management, LLC | 7.63% | — | 291,137 | $10.9M |
| Pillar Financial Advisors, LLC | 6.25% | Add +3.7% | 299,575 | $10.7M |
| Monograph Wealth Advisors, LLC | 1.00% | Add +13.9% | 295,228 | $10.5M |
| TCI Wealth Advisors, Inc. | 0.56% | Add +9.0% | 294,720 | $10.5M |
| Prudent Man Investment Management, Inc. | 3.51% | Reduce -0.1% | 304,881 | $10.4M |
| Level Financial Advisors | 2.65% | Add +5.8% | 290,577 | $10.4M |
| Focus Partners Wealth | 0.01% | Add +7.5% | 290,446 | $10.4M |
| Legacy Financial Group, Inc. | 2.71% | Add +4.4% | 286,884 | $10.2M |
| FinDec Wealth Services, Inc. | 12.45% | Reduce -17.3% | 285,027 | $10.2M |
| Gemmer Asset Management LLC | 0.80% | Add +5.7% | 284,823 | $10.2M |
| Sax Wealth Advisors, LLC | 0.48% | No change | 288,144 | $9.9M |
| Golden Bell Financial Planning LLC | 7.84% | Add +5.5% | 275,360 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.5% | 271,684 | $9.7M |
| Ruedi Wealth Management, Inc. | 2.39% | Add +11.3% | 260,194 | $9.3M |
| Fiduciary Financial Group, LLC | 1.18% | Add +6.6% | 248,840 | $8.9M |
| WJ Wealth Management, LLC | 3.99% | New | 238,609 | $8.5M |
| Atlantic Union Bankshares Corp | 0.16% | Add +15.0% | 233,457 | $8.3M |
| Longview Financial Advisors LLC | 4.44% | Add +3.2% | 229,013 | $8.2M |
| Vance Wealth, LLC | 2.34% | Add +14.6% | 227,306 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +17.0% | 226,582 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +13.1% | 238,540 | $8.0M |
"% 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.