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 |
| Waverly Advisors, LLC | 0.06% | Add +17.9% | 225,065 | $8.0M |
| Mustard Seed Financial, LLC | 4.77% | Add +10.5% | 222,848 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +300.9% | 221,072 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +5.8% | 213,633 | $7.6M |
| Cordant, Inc. | 3.04% | Add +18.9% | 209,434 | $7.5M |
| Bfsg, LLC | 0.68% | Add +21.4% | 202,145 | $7.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -21.3% | 201,543 | $7.2M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 192,204 | $6.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.9% | 181,585 | $6.5M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.0% | 176,867 | $6.3M |
| Johnson Wealth Management, LLC | 3.01% | Add +9.5% | 174,681 | $6.2M |
| Studio Investment Management LLC | 1.12% | Add +2.8% | 174,594 | $6.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -7.6% | 169,301 | $6.0M |
| Sentinel Pension Advisors, LLC | 0.89% | Reduce -22.4% | 168,898 | $6.0M |
| Vestia Personal Wealth Advisors | 2.78% | Add +36.7% | 165,869 | $5.9M |
| LRI Investments, LLC | 0.52% | Reduce -6.3% | 164,233 | $5.9M |
| Blue Trust, Inc. | 0.07% | Add +6.3% | 163,877 | $5.9M |
| Farther Finance Advisors, LLC | 0.06% | Add +2.4% | 163,392 | $5.8M |
| Master's Wealth Management Inc. | 1.96% | Add +13.3% | 161,810 | $5.8M |
| Elser Financial Planning, Inc | 0.28% | New | 160,572 | $5.7M |
| Larson Financial Group LLC | 0.18% | Reduce -6.6% | 158,201 | $5.6M |
| Redwood Park Advisors LLC | 4.09% | Add +1.8% | 154,716 | $5.5M |
| GEM Asset Management, LLC | 2.43% | Add +18.9% | 154,425 | $5.5M |
| BIP Wealth, LLC | 0.22% | Add +18.5% | 153,699 | $5.5M |
| Pinney & Scofield, Inc. | 2.88% | Add +3.5% | 149,453 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +543.5% | 147,534 | $5.3M |
| Elevate Wealth Advisory, Inc. | 3.19% | Add +23.0% | 141,654 | $5.1M |
| Vawter Financial, Ltd. | 2.10% | Add +0.3% | 139,619 | $5.0M |
| First Financial Group Corp | 3.99% | Add +9.5% | 136,991 | $4.9M |
| McCartney Wealth Management LLC | 4.09% | Add +1.9% | 135,922 | $4.9M |
| American Investment Services, Inc. | 1.04% | Add +16.9% | 130,052 | $4.6M |
| DBK Financial Counsel, LLC | 3.49% | Add +15.7% | 129,154 | $4.6M |
| Gradient Capital Advisors, LLC | 1.19% | Add +4.5% | 128,656 | $4.6M |
| Sprinkle Financial Consultants LLC | 2.10% | Add +1.7% | 127,214 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +18.6% | 126,404 | $4.5M |
| Plancorp, LLC | 0.13% | Add +0.6% | 122,759 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +0.3% | 123,350 | $4.4M |
| Mills Wealth Advisors LLC | 1.53% | Add +6.1% | 122,262 | $4.4M |
| Morris Financial Concepts, Inc. | 1.45% | Add +37.9% | 119,468 | $4.3M |
| Francis Financial, Inc. | 0.78% | Reduce -67.5% | 117,957 | $4.2M |
| Composition Wealth, LLC | 0.06% | Reduce -44.1% | 117,677 | $4.2M |
| Commerce Bank | 0.02% | New | 117,518 | $4.2M |
| BDFS Capital LLC | 1.99% | Add +5.4% | 115,841 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.40% | Add +14.8% | 113,320 | $4.0M |
| CLG LLC | 1.00% | Add +8.2% | 112,713 | $4.0M |
| Panoramic Investment Advisors, LLC | 2.15% | Add +6.6% | 111,469 | $4.0M |
| Avidian Wealth Enterprises, LLC | 0.12% | Add +95.1% | 110,100 | $3.9M |
| Collective Family Office LLC | 0.88% | Add +3.9% | 109,128 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -3.0% | 107,489 | $3.8M |
| Sage Mountain Advisors LLC | 0.27% | New | 106,502 | $3.8M |
| PKS Advisory Services, LLC | 0.87% | Add +24.1% | 104,639 | $3.7M |
| Quantinno Capital Management LP | 0.01% | Add +106.6% | 103,757 | $3.7M |
| Summit Wealth Group, LLC | 0.84% | Add +2.4% | 102,082 | $3.6M |
| Arax Advisory Partners | 0.10% | Reduce -11.2% | 101,611 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +37.0% | 99,457 | $3.6M |
| M Holdings Securities, Inc. | 0.24% | Reduce -2.5% | 95,282 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -3.6% | 98,726 | $3.5M |
| Professional Financial Solutions LLC | 3.12% | Add +26.0% | 98,242 | $3.5M |
| Compass Financial Group, Inc. | 1.56% | Add +9.3% | 96,871 | $3.5M |
| Envision Financial Planning, LLC | 1.23% | Add +1.1% | 95,430 | $3.4M |
| Strategent Financial, LLC | 2.30% | Add +0.4% | 94,883 | $3.4M |
| Eldridge Investment Advisors, Inc. | 0.73% | Add +117.6% | 93,620 | $3.3M |
| Apeiron RIA LLC | 0.76% | Add +4.0% | 91,678 | $3.3M |
| Vantage Point Financial LLC | 1.07% | Reduce -4.3% | 85,625 | $3.1M |
| Investmark Advisory Group LLC | 1.29% | Reduce -1.0% | 84,402 | $3.0M |
| McGrath & Associates, Inc. | 4.43% | Add +180.7% | 51,589 | $3.0M |
| City State Bank | 0.78% | Add +21.1% | 84,176 | $3.0M |
| Quadrature Capital Ltd | 0.03% | New | 80,371 | $2.9M |
| Pine Harbor Wealth Management, LLC | 0.83% | Reduce -9.7% | 77,770 | $2.8M |
| Financial Harvest, LLC | 1.61% | Add +20.7% | 76,600 | $2.7M |
| Factor Wealth Management LTD | 0.51% | Add +3.0% | 76,318 | $2.7M |
| Strategic Investment Solutions, Inc. | 0.65% | Add +1.2% | 75,389 | $2.7M |
| Renaissance Technologies | 0.00% | New | 74,900 | $2.7M |
| E6 Portfolios, LLC | 2.72% | Add +9.6% | 72,973 | $2.6M |
| Vannoy Advisory Group, Inc. | 1.61% | Reduce -2.8% | 71,395 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +2.9% | 69,520 | $2.5M |
| Staley Capital Advisers Inc. | 0.10% | Add +29.1% | 68,994 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.9% | 66,711 | $2.4M |
| Porter White Investment Advisors, Inc. | 0.95% | Add +0.6% | 66,575 | $2.4M |
| Builder Investment Group Inc. | 0.51% | Reduce -5.7% | 65,798 | $2.3M |
| Essex Financial Services, Inc. | 0.13% | Add +3.6% | 65,124 | $2.3M |
| Wolfstich Capital, LLC | 1.99% | Reduce -64.4% | 64,856 | $2.3M |
| Integras Partners LLC | 1.49% | New | 63,541 | $2.3M |
| Lido Advisors, LLC | 0.01% | Reduce -45.5% | 63,619 | $2.3M |
| Wilkerson Advisory Group LLC | 0.78% | New | 63,463 | $2.3M |
| Clear Creek Financial Management, LLC | 0.17% | Add +62.3% | 62,730 | $2.2M |
| Acorn Financial Advisory Services Inc. | 0.31% | Add +877.8% | 62,659 | $2.2M |
| Ferguson Johnson Wealth Management Inc | 1.78% | Add +7.3% | 61,598 | $2.2M |
| Disciplined Investors, L.L.C. | 1.25% | Add +26.9% | 59,009 | $2.1M |
| SC&H Financial Advisors, Inc. | 0.31% | Add +31.8% | 58,239 | $2.1M |
| GEN Financial Management, INC. | 1.28% | Reduce -0.1% | 57,763 | $2.1M |
| Mraz, Amerine & Associates, Inc. | 0.30% | Reduce -5.2% | 57,584 | $2.1M |
| Drucker Wealth 3.0, LLC | 0.36% | Reduce -6.6% | 57,088 | $2.0M |
| Aire Advisors, LLC | 0.35% | Reduce -1.4% | 54,322 | $1.9M |
| Berger Financial Group, Inc | 0.10% | Reduce -3.8% | 49,697 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.7% | 51,818 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +332.2% | 49,472 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.5% | 48,601 | $1.7M |
| L.K. Benson & Company, P.C. | 0.57% | Add +0.4% | 48,120 | $1.7M |
| Zhang Financial LLC | 0.06% | Reduce -2.6% | 46,973 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +4.0% | 46,515 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 45,305 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 43,354 | $1.5M |
| AQR Capital Management | 0.00% | Add +215.0% | 42,496 | $1.5M |
| Retirement Guys Formula LLC | 0.70% | Reduce -16.3% | 42,362 | $1.5M |
| PCA Investment Advisory Services Inc. | 0.50% | Add +5.8% | 42,299 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.31% | Add +1.5% | 41,324 | $1.5M |
| Forteris Wealth Management Inc. | 1.36% | Add +12.0% | 39,849 | $1.4M |
| Petersen Hastings Wealth Advisors Inc. | 0.12% | Reduce -1.2% | 36,206 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -9.8% | 34,881 | $1.2M |
| Disciplined Equity Management, Inc. | 0.61% | No change | 33,950 | $1.2M |
| Cowa, LLC | 0.35% | Reduce -0.2% | 33,588 | $1.2M |
| Bridgewater Advisors Inc. | 0.07% | No change | 30,630 | $1.2M |
| Curio Wealth, LLC | 0.40% | Add +60.8% | 32,773 | $1.2M |
| Emprise Bank | 0.46% | Reduce -4.6% | 32,248 | $1.2M |
| Formidable Asset Management, LLC | 0.18% | Add +3.1% | 33,605 | $1.1M |
| Aegis Wealth Management LLC | 0.65% | Add +12.3% | 32,027 | $1.1M |
| Citadel Advisors | 0.00% | New | 31,619 | $1.1M |
| Samalin Investment Counsel, LLC | 0.40% | Add +5.6% | 31,284 | $1.1M |
| Spire Wealth Management | 0.04% | Add +23.5% | 31,054 | $1.1M |
| Oceanside Advisors LLC | 0.62% | Add +12.3% | 30,235 | $1.1M |
| Parkwoods Wealth Partners, LLC | 0.25% | Add +0.2% | 28,930 | $1.0M |
| LifeSteps Financial, Inc. | 0.64% | New | 28,439 | $1.0M |
| Sterling Financial Planning, Inc. | 0.30% | Add +4.6% | 28,375 | $1.0M |
| Fortis Capital Management LLC | 0.13% | Add +308.4% | 28,052 | $1.0M |
| Infinity Wealth Counsel, LLC | 0.90% | Add +1.9% | 27,429 | $979K |
| IFP Advisors, Inc | 0.02% | No change | 27,258 | $973K |
| Cardiff Park Advisors, LLC | 0.08% | Reduce -6.3% | 27,034 | $965K |
| Morgan Stanley | 0.00% | Add +74.0% | 26,459 | $945K |
| Financially in Tune, LLC | 0.81% | Add +0.1% | 26,327 | $940K |
| Choreo, LLC | 0.01% | Reduce -2.5% | 25,760 | $920K |
| Seneschal Advisors, LLC | 0.66% | Add +11.9% | 25,031 | $894K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +1.5% | 24,418 | $872K |
| Oder Investment Management, LLC | 0.65% | Add +50.6% | 23,709 | $847K |
| Vistica Wealth Advisors, LLC | 0.82% | Reduce -32.2% | 23,036 | $823K |
| Approach Retirement Advisors, LLC | 0.67% | Add +0.0% | 22,649 | $809K |
| Fortitude Family Office, LLC | 0.18% | No change | 22,512 | $804K |
| Long Island Wealth Management, Inc. | 0.37% | Add +194.2% | 22,146 | $791K |
| Forum Finance Group S.A. | 0.42% | — | 26,751 | $770K |
| Mission Wealth Management, LP | 0.02% | Add +6.4% | 21,531 | $769K |
| Ocean Park Asset Management, LLC | 0.04% | New | 21,300 | $761K |
| Baird Financial Group, Inc. | 0.00% | Add +166.5% | 20,702 | $739K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.8% | 20,573 | $735K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.8% | 20,513 | $733K |
| Washington Trust Advisors, Inc. | 0.06% | Add +0.2% | 20,076 | $717K |
| Momentous Wealth Management, Inc. | 0.40% | Reduce -21.1% | 19,807 | $707K |
| Ponta Wealth Partners, LLC | 0.57% | Reduce -31.5% | 19,807 | $707K |
| Pacific Asset Management, LLC | 0.39% | Add +14.5% | 19,753 | $705K |
| Tyche Wealth Partners LLC | 0.11% | New | 19,316 | $690K |
| Eastern Bank | 0.01% | Reduce -40.4% | 19,146 | $684K |
| Parkshore Wealth Management, Inc. | 0.23% | Add +8.9% | 18,989 | $678K |
| Tortoise Investment Management, LLC | 0.06% | Add +59.3% | 18,807 | $672K |
| Cogent Private Wealth, Inc. | 0.48% | Reduce -1.8% | 18,705 | $668K |
| Cloud Capital Management, LLC | 0.29% | Add +58.5% | 18,629 | $664K |
| Optima Capital LLC | 0.31% | No change | 18,500 | $661K |
| Everest Financial Group LLC | 0.10% | New | 17,264 | $616K |
| Triangle Securities Wealth Management | 0.14% | Add +88.7% | 17,075 | $610K |
| Naples Global Advisors, LLC | 0.04% | No change | 16,788 | $600K |
| TAGStone Capital, Inc. | 0.21% | Add +0.7% | 16,479 | $588K |
| Wealth Management Nebraska | 0.06% | Add +45.5% | 16,194 | $578K |
| WorthPointe, LLC | 0.16% | Add +15.9% | 16,053 | $573K |
| Strathmore Capital Advisors, Inc. | 0.16% | Add +42.6% | 15,092 | $565K |
| Opus Financial Solutions LLC | 0.52% | Reduce -1.7% | 15,517 | $554K |
| C M Bidwell & Associates Ltd. | 0.26% | Add +12.5% | 15,491 | $553K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +36.2% | 15,410 | $550K |
| Clark Asset Management, LLC | 0.05% | Add +46.1% | 15,266 | $545K |
| Summit Wealth Group LLC / Co. | 0.06% | No change | 14,961 | $534K |
| Foundation Wealth Management, LLC\PA | 0.19% | No change | 14,926 | $533K |
| Sensible Money, LLC | 0.16% | Add +2.3% | 14,770 | $527K |
| Wingate Wealth Advisors, Inc. | 0.28% | Add +0.4% | 14,550 | $520K |
| Asset Dedication, LLC | 0.04% | Add +0.3% | 14,491 | $517K |
| Eq Wealth Advisors, LLC | 0.30% | Reduce -0.4% | 14,469 | $517K |
| Warner Financial, Inc. | 0.18% | Add +12.6% | 14,378 | $513K |
| Melfa Wealth Management, Inc. | 0.29% | No change | 14,345 | $512K |
| Everhart Financial Group, Inc. | 0.04% | New | 13,887 | $496K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -12.4% | 12,787 | $478K |
| McClarren Financial Advisors, Inc. | 0.28% | Add +406.6% | 10,948 | $476K |
| SYM FINANCIAL Corp | 0.04% | No change | 12,497 | $446K |
| Keel Point, LLC | 0.03% | New | 12,382 | $442K |
| RB Capital Management, LLC | 0.10% | Add +19.8% | 12,322 | $440K |
| Florida Trust Wealth Management Co | 0.01% | New | 12,317 | $440K |
| Cresset Asset Management, LLC | 0.00% | New | 12,280 | $439K |
| RCS Financial Planning, LLC | 0.22% | Reduce -16.4% | 11,633 | $415K |
| Security National Bank of Sioux City Iowa | 0.25% | New | 11,618 | $415K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Reduce -4.3% | 10,946 | $391K |
| Keb Asset Management, LLC | 0.07% | No change | 10,936 | $391K |
| D. E. Shaw & Co. | 0.00% | New | 10,887 | $389K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -23.7% | 10,886 | $389K |
| Investment Advisory Group, LLC | 0.10% | Add +0.0% | 10,832 | $387K |
| Twin Cities Retirement Group LLC | 0.35% | Reduce -2.3% | 10,741 | $384K |
| Compound Planning, Inc. | 0.01% | New | 10,193 | $364K |
| 55 North Private Wealth, LLC | 0.09% | Reduce -45.4% | 10,191 | $364K |
| Canvas Wealth Advisors, LLC | 0.06% | Reduce -10.8% | 9,913 | $354K |
| Haven Private, LLC | 0.15% | New | 9,895 | $353K |
| Valued Wealth Advisors LLC | 0.14% | Add +164566.7% | 9,880 | $353K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +99.1% | 9,809 | $350K |
| Austin Wealth Management, LLC | 0.08% | Reduce -33.9% | 9,584 | $345K |
| LJI Wealth Management, LLC | 0.06% | Reduce -74.6% | 9,659 | $345K |
| TRB Wealth Management, LLC | 0.05% | — | 9,653 | $345K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 9,464 | $338K |
| GeoWealth Management, LLC | 0.01% | No change | 9,301 | $332K |
| Operose Advisors LLC | 0.08% | Add +1.9% | 9,235 | $330K |
| Donalies Financial Planning, LLC | 0.28% | No change | 9,112 | $325K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 9,109 | $325K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Add +0.1% | 9,103 | $325K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +27.9% | 9,006 | $322K |
| Prosperity Advisers, LLC | 0.27% | Add +0.0% | 8,985 | $321K |
| Kane Co Wealth Management, Inc. | 0.26% | Reduce -4.9% | 8,739 | $312K |
| Security National Bank of So Dak | 0.15% | New | 8,645 | $309K |
| Aurelius Family Office LLC | 0.13% | Reduce -1.3% | 8,618 | $308K |
| TrustWell Financial Advisors, LLC | 0.29% | No change | 8,609 | $307K |
| LPWM LLC | 0.08% | New | 8,508 | $304K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.7% | 8,455 | $302K |
| Hilltop Holdings Inc. | 0.03% | Reduce -38.3% | 8,206 | $293K |
| Fidelis Capital Partners, LLC | 0.02% | Add +0.4% | 7,726 | $276K |
| McIlrath & Eck, LLC | 0.02% | Reduce -2.1% | 7,496 | $268K |
| BlackRock, Inc. | 0.00% | No change | 7,330 | $262K |
| ABLE Financial Group, LLC | 0.05% | Reduce -7.5% | 7,308 | $261K |
| Passive Capital Management, LLC. | 0.08% | New | 7,095 | $253K |
| Discipline Wealth Solutions, LLC | 0.03% | New | 6,856 | $245K |
| Dixon Fnancial Services, Inc. | 0.11% | Add +4.2% | 6,821 | $244K |
| Calton & Associates, Inc. | 0.03% | New | 6,689 | $239K |
| XTX Topco Ltd | 0.00% | New | 6,688 | $239K |
| Western Wealth Management, LLC | 0.01% | New | 6,490 | $232K |
| Huntington National Bank | 0.00% | New | 6,369 | $227K |
| Pioneer Wealth Management Group | 0.06% | No change | 6,276 | $224K |
| Fonville Wealth Management LLC | 0.04% | No change | 6,145 | $219K |
| RAM Investment Partners, LLC | 0.04% | Reduce -33.9% | 6,052 | $216K |
| Cornerstone Advisory, LLC | 0.02% | New | 5,939 | $212K |
| Lauer Wealth, LLC | 0.17% | New | 5,750 | $212K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 5,915 | $211K |
| Signature Wealth Management Group | 0.08% | New | 5,857 | $209K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.8% | 5,915 | $207K |
| Balefire, LLC | 0.04% | New | 5,807 | $207K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -13.2% | 4,869 | $174K |
| Innovative Asset Advisors Group, LLC | 0.10% | — | 4,858 | $173K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +20.3% | 4,432 | $158K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,906 | $139K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,163 | $113K |
| FMR LLC | 0.00% | Add +75.9% | 2,933 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.0% | 2,906 | $104K |
| DecisionPoint Financial, LLC | 0.02% | Add +123.8% | 2,713 | $97K |
| US Bancorp \de | 0.00% | New | 2,400 | $86K |
| MAI Capital Management | 0.00% | Add +2.7% | 2,388 | $85K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,934 | $69K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 1,602 | $57K |
| Addison Advisors LLC | 0.01% | Reduce -28.8% | 1,185 | $42K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,147 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -2.7% | 1,131 | $40K |
| Rossby Financial, LCC | 0.01% | New | 1,080 | $39K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +58.4% | 974 | $35K |
| Topsail Wealth Management, LLC | 0.01% | No change | 958 | $34K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +63.4% | 874 | $31K |
| Horizon Financial Services, LLC | 0.01% | New | 851 | $30K |
| Providence Capital Advisors, LLC | 0.00% | No change | 849 | $30K |
| Maseco LLP | 0.00% | No change | 785 | $28K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 651 | $23K |
| Global Trust Asset Management, LLC | 0.01% | No change | 398 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 393 | $14K |
| Simplex Trading, LLC | 0.00% | Add +1593.8% | 271 | $10K |
| SHP Wealth Management | 0.00% | No change | 230 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +28.6% | 225 | $8K |
| Wells Fargo & Company | 0.00% | Reduce -92.7% | 160 | $6K |
| Vanguard Advisers Inc. | 0.00% | — | 160 | $6K |
| Arlington Trust Co LLC | 0.00% | New | 141 | $5K |
| Lam Group, Inc. | 0.00% | New | 50 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 35 | $1K |
"% 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.