Dim US Large Cap Value ETFDFLVETF
13F holders, Q2 2026 (June 30)397holders +30
49new positions
16sold out
2famous investors
$39.55avg. 13F price*
At the end of Q2 2026, 397 institutions reported holding Dim US Large Cap Value ETF (DFLV) in their 13F filings, up 30 from Q1 2026. 49 opened new positions and 16 sold out. The largest holders were Savant Capital, LLC ($1.0B), Root Financial Partners, LLC ($186.4M) and Vise Technologies, Inc. ($181.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2026)
- CUSIP
- 25434V666
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $91.4M |
| Exits | 16 | $14.7M |
All 13F filers, Q1 2026 → Q2 2026: 17,071,706 shares bought and 9,229,057 shares sold, net +7,842,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| Savant Capital, LLC | 2.97% | Add +23.6% | 25,486,113 | $1.0B |
| Root Financial Partners, LLC | 7.24% | Add +49.9% | 4,713,950 | $186.4M |
| Vise Technologies, Inc. | 2.06% | Add +78.0% | 4,593,828 | $181.6M |
| Cetera Investment Advisers | 0.16% | Add +20.6% | 4,424,238 | $174.9M |
| Foster Group, Inc. | 4.21% | Reduce -1.4% | 4,003,590 | $158.3M |
| Truepoint, Inc. | 2.76% | Reduce -6.8% | 3,343,050 | $132.2M |
| Corient Private Wealth LP | 0.18% | Reduce -51.0% | 3,318,287 | $131.2M |
| Mosaic Family Wealth Partners, LLC | 8.40% | Add +4.8% | 3,140,205 | $124.2M |
| Cerity Partners LLC | 0.14% | Add +32.8% | 2,877,128 | $113.8M |
| EP Wealth Advisors, LLC | 0.41% | Reduce -2.2% | 2,732,777 | $108.1M |
| Pathstone Holdings, LLC | 0.30% | Add +1.3% | 2,586,574 | $102.3M |
| Summit Financial Strategies, Inc. | 6.89% | Add +3.0% | 2,481,330 | $98.1M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -49.1% | 2,337,885 | $92.4M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +5.5% | 2,312,335 | $91.4M |
| HighTower Advisors, LLC | 0.09% | Add +4.0% | 2,247,684 | $88.9M |
| LPL Financial LLC | 0.02% | Add +5.5% | 1,908,901 | $75.5M |
| DiNuzzo Private Wealth, Inc. | 6.88% | Reduce -2.6% | 1,758,222 | $69.5M |
| Bank of Montreal | 0.02% | Add +7.0% | 1,567,008 | $62.0M |
| Apella Capital, LLC | 0.87% | Add +4.9% | 1,536,111 | $61.3M |
| Quent Capital, LLC | 3.73% | Add +4.0% | 1,534,807 | $60.7M |
| Index Fund Advisors, Inc. | 2.27% | Add +5.7% | 1,446,042 | $57.2M |
| Phillips Financial Management, LLC | 3.95% | Reduce -3.4% | 1,363,899 | $53.9M |
| Mather Group, Llc. | 0.44% | Add +2.8% | 1,279,784 | $50.6M |
| Premier Financial Group | 9.05% | Reduce -0.1% | 1,138,364 | $45.0M |
| Mariner, LLC | 0.04% | Reduce -5.1% | 1,077,734 | $42.6M |
| Two Sigma Investments, LP | 0.03% | New | 1,056,800 | $41.8M |
| Eclectic Associates Inc. | 4.65% | Add +54.2% | 1,032,580 | $40.8M |
| Diversified Portfolios, Inc. | 2.94% | Add +11.8% | 1,024,846 | $40.5M |
| Bank of America Corp. | 0.00% | Add +6.9% | 1,024,753 | $40.5M |
| Destiny Wealth Partners, LLC | 5.67% | Reduce -2.6% | 988,557 | $40.2M |
| Team Hewins, LLC | 10.12% | Reduce -0.9% | 935,378 | $37.0M |
| Great Oak Capital Partners, LLC | 7.99% | Add +1.0% | 922,973 | $37.0M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -1.4% | 923,950 | $36.5M |
| Raymond James Financial Inc. | 0.01% | Add +17.3% | 920,376 | $36.4M |
| Acropolis Investment Management, LLC | 1.43% | Add +1.3% | 918,156 | $36.3M |
| Tumwater Wealth Management, LLC | 12.97% | Add +1.3% | 906,834 | $35.9M |
| Linscomb Wealth, Inc. | 1.49% | Add +3.5% | 866,940 | $34.3M |
| EnRich Financial Partners LLC | 8.01% | Reduce -6.1% | 852,592 | $33.7M |
| Betterment LLC | 0.06% | Add +4.0% | 843,473 | $33.4M |
| Wescott Financial Advisory Group, LLC | 2.46% | Add +5.3% | 802,407 | $31.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +14.7% | 787,192 | $31.5M |
| Tilson Financial Group, Inc. | 8.57% | Add +0.9% | 788,526 | $31.2M |
| Fort Vancouver Investment Management, LLC | 14.32% | Reduce -0.8% | 775,331 | $30.7M |
| Lakeshore Financial Planning, Inc. | 9.76% | Reduce -17.7% | 767,113 | $30.3M |
| WPWealth LLP | 4.43% | Reduce -8.6% | 754,491 | $29.8M |
| Acorn Creek Capital LLC | 9.88% | Reduce -5.5% | 747,506 | $29.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 736,899 | $29.1M |
| Tobias Financial Advisors, Inc. | 3.59% | Add +3.5% | 715,031 | $28.3M |
| VeraBank, N.A. | 4.65% | Add +28.2% | 710,583 | $28.1M |
| Stage Harbor Financial, LLC | 16.08% | Add +5.5% | 703,973 | $27.8M |
| Wealth Architects, LLC | 2.14% | Reduce -1.4% | 686,834 | $27.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +77.8% | 676,365 | $26.7M |
| Three Arch Wealth Management LLC | 3.96% | Add +5.7% | 652,830 | $25.8M |
| Evanson Financial, LLC | 1.18% | — | 611,465 | $24.2M |
| Creative Planning | 0.01% | Add +3.9% | 604,791 | $23.9M |
| Compass Advisory Group LLC | 5.28% | Add +1.3% | 561,619 | $22.2M |
| Clearstead Advisors, LLC | 0.21% | Add +3.4% | 550,562 | $21.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +83.0% | 497,099 | $19.7M |
| Foundry Financial LLC | 6.37% | Add +11.9% | 477,912 | $18.9M |
| West Financial Advisors, LLC | 2.83% | Reduce -17.6% | 471,407 | $18.6M |
| Trinity Financial Advisors LLC | 4.79% | Add +1.9% | 471,031 | $18.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +5.3% | 464,937 | $18.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 448,487 | $17.8M |
| Austin Asset Management Co Inc | 2.44% | Reduce -0.0% | 432,061 | $17.1M |
| Kelly Financial Group LLC | 3.75% | Add +1.3% | 427,276 | $16.9M |
| Disciplined Investments, LLC | 5.45% | Add +7.3% | 426,625 | $16.9M |
| Sachem Hill LLC | 2.99% | Reduce -0.4% | 425,503 | $16.8M |
| Burk Holdings LLC | 5.81% | Add +8.2% | 397,202 | $15.7M |
| Advisory Alpha, LLC | 0.38% | Add +6.0% | 394,851 | $15.6M |
| Sterling Wealth Management, Inc. | 3.76% | Add +0.7% | 382,903 | $15.1M |
| BOS Asset Management, LLC | 3.52% | Add +0.1% | 381,679 | $15.1M |
| Equita Financial Network, Inc. | 4.18% | Add +4.9% | 381,015 | $15.1M |
| Chicago Partners Investment Group LLC | 0.30% | Reduce -0.3% | 372,554 | $15.0M |
| Allworth Financial LP | 0.06% | Add +6.0% | 377,908 | $14.9M |
| Maryland Capital Advisors Inc. | 4.61% | — | 363,491 | $14.4M |
| Liberty Wealth Management LLC | 1.71% | No change | 382,353 | $13.7M |
| RFG Advisory, LLC | 0.21% | Add +2.5% | 340,059 | $13.4M |
| McKinley Carter Wealth Services, Inc. | 0.69% | Add +8.3% | 338,555 | $13.4M |
| Navigate Wealth Management, LLC | 7.88% | Add +9.3% | 318,313 | $12.7M |
| Focus Partners Wealth | 0.01% | Add +10.6% | 321,136 | $12.7M |
| Pillar Financial Advisors, LLC | 6.64% | Add +7.2% | 321,024 | $12.7M |
| Modera Wealth Management, LLC | 0.14% | Add +81.1% | 320,229 | $12.7M |
| Monograph Wealth Advisors, LLC | 1.03% | Add +7.9% | 318,423 | $12.6M |
| TCI Wealth Advisors, Inc. | 0.53% | Add +4.2% | 307,093 | $12.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +27.9% | 305,126 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +37.8% | 304,563 | $12.0M |
| Legacy Financial Group, Inc. | 2.81% | Add +6.1% | 304,363 | $12.0M |
| Level Financial Advisors | 2.67% | Add +4.0% | 302,324 | $12.0M |
| Fiduciary Financial Group, LLC | 1.35% | Add +20.9% | 300,749 | $11.9M |
| Gemmer Asset Management LLC | 0.80% | Add +5.6% | 300,648 | $11.9M |
| Golden Bell Financial Planning LLC | 8.23% | Add +2.8% | 282,956 | $11.2M |
| Sax Wealth Advisors, LLC | 0.45% | Add +8.0% | 311,098 | $11.1M |
| FinDec Wealth Services, Inc. | 12.92% | Reduce -3.0% | 276,532 | $10.9M |
| Private Advisory Group LLC | 0.60% | New | 272,639 | $10.8M |
| WJ Wealth Management, LLC | 4.14% | Add +11.2% | 265,332 | $10.5M |
| Prudent Man Investment Management, Inc. | 3.52% | Reduce -1.0% | 301,855 | $10.3M |
| Mustard Seed Financial, LLC | 5.33% | Add +16.5% | 259,655 | $10.3M |
| Atlantic Union Bankshares Corp | 0.17% | Add +10.5% | 257,927 | $10.2M |
| Ruedi Wealth Management, Inc. | 2.37% | Reduce -1.9% | 255,378 | $10.1M |
| MML Investors Services, LLC | 0.02% | Add +10.3% | 250,031 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | Add +14.0% | 243,503 | $9.6M |
| Vance Wealth, LLC | 2.10% | Add +3.7% | 235,682 | $9.3M |
| Longview Financial Advisors LLC | 4.56% | Add +1.9% | 233,381 | $9.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -1.6% | 221,536 | $8.8M |
| Cordant, Inc. | 3.12% | Add +4.6% | 219,106 | $8.7M |
| Perigon Wealth Management, LLC | 0.13% | Add +926.1% | 210,479 | $8.3M |
| Bfsg, LLC | 0.74% | Add +4.0% | 210,183 | $8.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +27.5% | 208,322 | $8.2M |
| CPA Asset Management Group, LLC | 2.34% | New | 205,170 | $8.1M |
| BIP Wealth, LLC | 0.22% | Add +28.2% | 197,090 | $7.8M |
| Vestia Personal Wealth Advisors | 2.98% | Add +16.4% | 193,131 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.5% | 189,357 | $7.5M |
| Studio Investment Management LLC | 1.23% | Add +5.4% | 184,091 | $7.3M |
| Sentinel Pension Advisors, LLC | 0.95% | Add +7.3% | 181,231 | $7.2M |
| Johnson Wealth Management, LLC | 3.03% | Add +3.5% | 180,888 | $7.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.5% | 175,267 | $6.9M |
| Elser Financial Planning, Inc | 0.30% | Add +8.8% | 174,653 | $6.9M |
| Redwood Park Advisors LLC | 4.85% | Add +9.9% | 170,065 | $6.7M |
| GEM Asset Management, LLC | 2.59% | Add +7.6% | 166,201 | $6.6M |
| LRI Investments, LLC | 0.50% | Reduce -4.1% | 157,462 | $6.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -22.2% | 156,816 | $6.2M |
| Master's Wealth Management Inc. | 1.86% | Reduce -3.5% | 156,146 | $6.2M |
| Pinney & Scofield, Inc. | 3.01% | Add +4.4% | 155,964 | $6.2M |
| Elevate Wealth Advisory, Inc. | 3.50% | Add +9.4% | 154,974 | $6.1M |
| Arax Advisory Partners | 0.04% | Add +45.4% | 147,749 | $5.8M |
| Mills Wealth Advisors LLC | 1.79% | Add +17.6% | 143,822 | $5.7M |
| First Financial Group Corp | 4.02% | Add +2.7% | 140,737 | $5.6M |
| McCartney Wealth Management LLC | 4.19% | Add +2.8% | 139,676 | $5.5M |
| American Investment Services, Inc. | 1.14% | Add +5.2% | 136,747 | $5.4M |
| Vawter Financial, Ltd. | 2.00% | Reduce -3.8% | 134,315 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +8.6% | 133,894 | $5.3M |
| Gradient Capital Advisors, LLC | 1.23% | Add +4.0% | 133,859 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 130,049 | $5.1M |
| DBK Financial Counsel, LLC | 4.22% | Reduce -1.4% | 127,313 | $5.0M |
| Advisortrust Partners, LLC | 1.71% | New | 126,678 | $5.0M |
| Sprinkle Financial Consultants LLC | 1.93% | Reduce -2.1% | 124,514 | $4.9M |
| Morris Financial Concepts, Inc. | 1.50% | Add +3.8% | 124,011 | $4.9M |
| Apollon Wealth Management, LLC | 0.06% | New | 123,649 | $4.9M |
| PKS Advisory Services, LLC | 0.77% | Add +16.4% | 121,791 | $4.8M |
| Glass Jacobson Investment Advisors llc | 1.49% | Add +6.9% | 121,175 | $4.8M |
| Plancorp, LLC | 0.12% | Reduce -2.7% | 119,407 | $4.8M |
| CLG LLC | 1.04% | Add +6.3% | 119,862 | $4.7M |
| Commerce Bank | 0.02% | Add +1.5% | 119,283 | $4.7M |
| Composition Wealth, LLC | 0.05% | Reduce -1.7% | 115,681 | $4.6M |
| Park Avenue Securities LLC | 0.03% | Reduce -32.5% | 114,267 | $4.5M |
| Professional Financial Solutions LLC | 3.50% | Add +15.9% | 113,901 | $4.5M |
| Panoramic Investment Advisors, LLC | 2.14% | Add +1.6% | 113,194 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +4.1% | 111,907 | $4.4M |
| BDFS Capital LLC | 1.91% | Reduce -3.9% | 111,277 | $4.4M |
| Larson Financial Group LLC | 0.12% | Reduce -29.8% | 111,093 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.12% | Add +0.8% | 111,006 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +6.6% | 110,587 | $4.4M |
| Collective Family Office LLC | 0.89% | Add +0.8% | 110,012 | $4.3M |
| Envision Financial Planning, LLC | 1.41% | Add +15.2% | 109,950 | $4.3M |
| Sage Mountain Advisors LLC | 0.26% | No change | 106,502 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +4.3% | 102,930 | $4.1M |
| Ponta Wealth Partners, LLC | 2.13% | Add +408.3% | 100,683 | $4.0M |
| Marshall Wace, LLP | 0.00% | New | 99,377 | $3.9M |
| Summit Wealth Group, LLC | 0.80% | Reduce -2.7% | 99,283 | $3.9M |
| Compass Financial Group, Inc. | 1.64% | Add +1.3% | 98,165 | $3.9M |
| Apeiron RIA LLC | 0.98% | Add +5.2% | 96,480 | $3.8M |
| Strategent Financial, LLC | 2.15% | Reduce -0.4% | 94,486 | $3.7M |
| Francis Financial, Inc. | 0.61% | Reduce -20.7% | 93,491 | $3.7M |
| Financial Harvest, LLC | 1.52% | Add +21.5% | 93,071 | $3.7M |
| City State Bank | 0.81% | Add +6.8% | 89,881 | $3.6M |
| Acorn Financial Advisory Services Inc. | 0.46% | Add +38.8% | 86,988 | $3.4M |
| Disciplined Investors, L.L.C. | 1.69% | Add +44.6% | 85,355 | $3.4M |
| Investmark Advisory Group LLC | 1.27% | Add +0.0% | 84,408 | $3.3M |
| Vantage Point Financial LLC | 1.01% | Reduce -2.7% | 83,349 | $3.3M |
| Parkwoods Wealth Partners, LLC | 0.52% | Add +184.8% | 82,407 | $3.3M |
| Ferguson Johnson Wealth Management Inc | 2.34% | Add +32.0% | 81,283 | $3.2M |
| Strategic Investment Solutions, Inc. | 0.73% | Add +6.9% | 80,610 | $3.2M |
| Staley Capital Advisers Inc. | 0.12% | Add +14.4% | 78,904 | $3.1M |
| Pine Harbor Wealth Management, LLC | 0.81% | Reduce -1.3% | 76,792 | $3.0M |
| E6 Portfolios, LLC | 2.39% | Add +3.8% | 75,715 | $3.0M |
| Builder Investment Group Inc. | 0.59% | Add +14.8% | 75,531 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.4% | 74,201 | $2.9M |
| Clear Creek Financial Management, LLC | 0.18% | Add +15.3% | 72,319 | $2.9M |
| Wilkerson Advisory Group LLC | 0.83% | Add +7.6% | 68,294 | $2.7M |
| Vannoy Advisory Group, Inc. | 1.52% | Reduce -4.7% | 68,019 | $2.7M |
| Factor Wealth Management LTD | 0.40% | Reduce -11.7% | 67,402 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.7% | 66,251 | $2.6M |
| Porter White Investment Advisors, Inc. | 1.01% | Reduce -0.7% | 66,124 | $2.6M |
| Essex Financial Services, Inc. | 0.13% | Add +0.7% | 65,576 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.8% | 64,210 | $2.5M |
| Integras Partners LLC | 1.37% | Reduce -1.0% | 62,924 | $2.5M |
| M Holdings Securities, Inc. | 0.33% | Reduce -37.0% | 59,989 | $2.4M |
| Lido Advisors, LLC | 0.01% | Reduce -8.8% | 58,053 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.32% | Reduce -2.0% | 56,415 | $2.2M |
| SC&H Financial Advisors, Inc. | 0.29% | Reduce -4.7% | 55,493 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +9.9% | 54,394 | $2.2M |
| LifeSteps Financial, Inc. | 0.99% | Add +88.4% | 53,573 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.9% | 52,437 | $2.1M |
| B&D White Capital Company, LLC | 0.20% | New | 50,366 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.5% | 50,004 | $2.0M |
| Hill Island Financial LLC | 0.42% | Reduce -91.7% | 49,996 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.31% | Reduce -14.2% | 49,007 | $1.9M |
| L.K. Benson & Company, P.C. | 0.58% | Add +0.4% | 48,292 | $1.9M |
| Berger Financial Group, Inc | 0.10% | Reduce -2.9% | 48,235 | $1.9M |
| Aire Advisors, LLC | 0.30% | Reduce -13.0% | 47,250 | $1.9M |
| Cannon Financial Strategists, Inc. | 0.21% | Add +0.5% | 46,722 | $1.8M |
| Lauer Wealth, LLC | 1.23% | Add +684.5% | 45,110 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 44,477 | $1.8M |
| Zhang Financial LLC | 0.05% | Reduce -5.4% | 44,426 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -2.6% | 44,110 | $1.7M |
| AQR Capital Management | 0.00% | Add +3.1% | 43,810 | $1.7M |
| Formidable Asset Management, LLC | 0.27% | Add +39.2% | 46,773 | $1.7M |
| Voisard Asset Management Group, Inc. | 0.31% | Reduce -0.7% | 41,041 | $1.6M |
| Retirement Guys Formula LLC | 0.60% | Reduce -4.9% | 40,272 | $1.6M |
| PCA Investment Advisory Services Inc. | 0.44% | Reduce -6.3% | 39,650 | $1.6M |
| Northern Trust Corp. | 0.00% | New | 39,450 | $1.6M |
| Forteris Wealth Management Inc. | 1.21% | Reduce -6.1% | 37,428 | $1.5M |
| Aegis Wealth Management LLC | 0.68% | Add +13.7% | 36,405 | $1.4M |
| Petersen Hastings Wealth Advisors Inc. | 0.12% | Reduce -0.0% | 36,199 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -52.7% | 35,400 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.12% | Add +27.6% | 34,994 | $1.4M |
| Cowa, LLC | 0.37% | Add +1.6% | 34,113 | $1.3M |
| Disciplined Equity Management, Inc. | 0.59% | No change | 33,950 | $1.3M |
| Morgan Stanley | 0.00% | Add +27.3% | 33,689 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -5.0% | 33,131 | $1.3M |
| Curio Wealth, LLC | 0.40% | Reduce -1.0% | 32,452 | $1.3M |
| Emprise Bank | 0.47% | No change | 32,248 | $1.3M |
| Bridgewater Advisors Inc. | 0.07% | No change | 30,630 | $1.3M |
| TruNorth Capital Management, LLC | 0.20% | New | 31,577 | $1.2M |
| Wolfstich Capital, LLC | 0.95% | Reduce -52.4% | 30,907 | $1.2M |
| Samalin Investment Counsel, LLC | 0.39% | Reduce -1.9% | 30,694 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -68.0% | 30,008 | $1.2M |
| Oceanside Advisors LLC | 0.60% | Reduce -1.4% | 29,828 | $1.2M |
| Mission Wealth Management, LP | 0.01% | Add +38.4% | 29,805 | $1.2M |
| Triangle Securities Wealth Management | 0.23% | Add +72.0% | 29,373 | $1.2M |
| Sterling Financial Planning, Inc. | 0.31% | Add +2.4% | 29,060 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 28,881 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +39.3% | 28,845 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -8.1% | 28,530 | $1.1M |
| Choreo, LLC | 0.01% | Add +10.0% | 28,331 | $1.1M |
| Forum Finance Group S.A. | 0.38% | Add +22.9% | 32,891 | $1.1M |
| Cogent Private Wealth, Inc. | 0.63% | Add +37.1% | 25,652 | $1.0M |
| Oder Investment Management, LLC | 0.68% | Add +7.6% | 25,513 | $1.0M |
| Seneschal Advisors, LLC | 0.67% | Reduce -0.8% | 24,840 | $982K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +1.3% | 24,732 | $978K |
| Security National Bank of Sioux City Iowa | 0.40% | Add +111.6% | 24,585 | $972K |
| Susquehanna International Group, LLP | 0.00% | Add +17.1% | 24,085 | $952K |
| Long Island Wealth Management, Inc. | 0.39% | Add +6.5% | 23,596 | $933K |
| Fortis Capital Management LLC | 0.10% | Reduce -16.2% | 23,513 | $930K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 22,757 | $900K |
| Approach Retirement Advisors, LLC | 0.65% | Add +0.0% | 22,652 | $896K |
| Ocean Park Asset Management, LLC | 0.04% | No change | 21,300 | $842K |
| IFP Advisors, Inc | 0.01% | Reduce -23.7% | 20,791 | $822K |
| Pacific Asset Management, LLC | 0.40% | Add +4.7% | 20,675 | $817K |
| McGrath & Associates, Inc. | 1.05% | Reduce -60.3% | 20,460 | $809K |
| Waterloo Capital, L.P. | 0.05% | Reduce -97.6% | 20,411 | $807K |
| Washington Trust Advisors, Inc. | 0.06% | Add +0.2% | 20,125 | $796K |
| Fortitude Family Office, LLC | 0.15% | Reduce -10.7% | 20,110 | $795K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 19,946 | $789K |
| Tyche Wealth Partners LLC | 0.11% | No change | 19,316 | $764K |
| WorthPointe, LLC | 0.19% | Add +19.2% | 19,139 | $757K |
| Tortoise Investment Management, LLC | 0.06% | No change | 18,807 | $744K |
| IFG Advisory, LLC | 0.03% | New | 18,775 | $742K |
| Cloud Capital Management, LLC | 0.27% | Add +0.3% | 18,681 | $738K |
| C M Bidwell & Associates Ltd. | 0.30% | Add +19.4% | 18,503 | $732K |
| Optima Capital LLC | 0.29% | No change | 18,500 | $731K |
| Parkshore Wealth Management, Inc. | 0.21% | Reduce -4.0% | 18,239 | $721K |
| Everest Financial Group LLC | 0.09% | Add +0.3% | 17,324 | $685K |
| TRB Wealth Management, LLC | 0.09% | Add +74.8% | 16,872 | $667K |
| Naples Global Advisors, LLC | 0.04% | No change | 16,788 | $664K |
| Wealth Management Nebraska | 0.06% | Add +3.1% | 16,696 | $660K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -38.6% | 16,606 | $657K |
| TAGStone Capital, Inc. | 0.21% | Add +0.1% | 16,489 | $652K |
| Opus Financial Solutions LLC | 0.52% | Add +6.0% | 16,452 | $651K |
| Momentous Wealth Management, Inc. | 0.33% | Reduce -18.6% | 16,118 | $637K |
| Vistica Wealth Advisors, LLC | 0.55% | Reduce -30.2% | 16,081 | $636K |
| Compound Planning, Inc. | 0.02% | Add +57.5% | 16,055 | $635K |
| Strathmore Capital Advisors, Inc. | 0.17% | Add +4.2% | 15,732 | $633K |
| Eastern Bank | 0.01% | Reduce -17.7% | 15,764 | $623K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.8% | 15,535 | $614K |
| Clark Asset Management, LLC | 0.05% | Add +0.0% | 15,270 | $604K |
| Private Advisor Group, LLC | 0.00% | Reduce -88.0% | 15,194 | $601K |
| CogentBlue Wealth Advisors, LLC | 0.34% | New | 15,177 | $600K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +0.5% | 15,040 | $595K |
| Sensible Money, LLC | 0.16% | Add +0.3% | 14,818 | $586K |
| Wingate Wealth Advisors, Inc. | 0.25% | Add +0.4% | 14,603 | $577K |
| 180 Wealth Advisors, LLC | 0.06% | New | 14,566 | $576K |
| Asset Dedication, LLC | 0.04% | Add +0.3% | 14,538 | $575K |
| Foundation Wealth Management, LLC\PA | 0.17% | Reduce -2.6% | 14,537 | $575K |
| Eq Wealth Advisors, LLC | 0.31% | Add +0.0% | 14,473 | $572K |
| Warner Financial, Inc. | 0.17% | Add +0.4% | 14,430 | $571K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +55.1% | 14,127 | $559K |
| BlackRock, Inc. | 0.00% | Add +92.3% | 14,098 | $557K |
| Keb Asset Management, LLC | 0.09% | Add +26.9% | 13,879 | $549K |
| McClarren Financial Advisors, Inc. | 0.27% | Add +0.3% | 10,976 | $530K |
| RB Capital Management, LLC | 0.11% | Add +8.3% | 13,349 | $528K |
| Melfa Wealth Management, Inc. | 0.27% | Reduce -10.5% | 12,845 | $508K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 12,787 | $508K |
| Prosperity Advisers, LLC | 0.36% | Add +41.1% | 12,682 | $501K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.1% | 12,567 | $497K |
| SYM FINANCIAL Corp | 0.04% | No change | 12,497 | $494K |
| Tillman Hartley LLC | 0.11% | New | 12,091 | $478K |
| RCS Financial Planning, LLC | 0.22% | No change | 11,633 | $460K |
| MFA Wealth Services | 0.27% | New | 11,401 | $451K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +3.8% | 11,359 | $449K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +10.1% | 10,913 | $432K |
| Investment Advisory Group, LLC | 0.09% | Add +0.0% | 10,833 | $428K |
| Donalies Financial Planning, LLC | 0.31% | Add +18.3% | 10,781 | $426K |
| Wells Fargo & Company | 0.00% | Add +6609.4% | 10,735 | $424K |
| Quadcap Wealth Management, LLC | 0.04% | Add +25.7% | 10,631 | $420K |
| Twin Cities Retirement Group LLC | 0.35% | Reduce -3.2% | 10,401 | $411K |
| 55 North Private Wealth, LLC | 0.08% | Reduce -0.2% | 10,172 | $402K |
| Valued Wealth Advisors LLC | 0.15% | Add +2.6% | 10,139 | $401K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +12.5% | 10,135 | $401K |
| Security National Bank of So Dak | 0.18% | Add +15.2% | 9,955 | $394K |
| Austin Wealth Management, LLC | 0.08% | Add +2.4% | 9,814 | $392K |
| Riverchase Wealth Management, LLC | 0.18% | New | 9,755 | $386K |
| Summit Financial, LLC | 0.00% | Add +0.3% | 9,493 | $375K |
| BCO Wealth Management LLC | 0.20% | New | 9,315 | $368K |
| GeoWealth Management, LLC | 0.01% | No change | 9,301 | $368K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,225 | $365K |
| Operose Advisors LLC | 0.07% | Reduce -1.2% | 9,123 | $361K |
| Western Wealth Management, LLC | 0.01% | Add +40.5% | 9,122 | $361K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +0.1% | 9,109 | $360K |
| Dixon Fnancial Services, Inc. | 0.15% | Add +32.9% | 9,067 | $359K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,930 | $353K |
| Squire Investment Management Company, LLC | 0.08% | New | 8,790 | $348K |
| Atria Investments, Inc | 0.00% | New | 8,619 | $341K |
| TrustWell Financial Advisors, LLC | 0.29% | No change | 8,609 | $340K |
| Aurelius Family Office LLC | 0.13% | Reduce -0.3% | 8,591 | $340K |
| Kane Co Wealth Management, Inc. | 0.26% | Reduce -2.4% | 8,533 | $337K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -26.2% | 8,038 | $329K |
| Hilltop Holdings Inc. | 0.03% | Add +0.4% | 8,237 | $326K |
| Calton & Associates, Inc. | 0.05% | Add +22.1% | 8,170 | $323K |
| Fidelis Capital Partners, LLC | 0.02% | Add +0.4% | 7,754 | $307K |
| XY Planning Network, Inc. | 0.04% | New | 7,347 | $291K |
| ABLE Financial Group, LLC | 0.05% | Reduce -1.4% | 7,205 | $285K |
| Johnson Investment Counsel Inc. | 0.00% | New | 7,204 | $285K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -44.6% | 6,827 | $270K |
| Haven Private, LLC | 0.10% | Reduce -31.4% | 6,790 | $268K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -52.0% | 6,661 | $263K |
| Integrity Alliance, Llc. | 0.01% | New | 6,566 | $260K |
| Mutual Advisors, LLC | 0.00% | New | 6,405 | $253K |
| Entrewealth, LLC | 0.09% | New | 6,104 | $252K |
| Huntington National Bank | 0.00% | No change | 6,369 | $252K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 6,314 | $250K |
| RAM Investment Partners, LLC | 0.04% | Add +4.1% | 6,301 | $249K |
| Pioneer Wealth Management Group | 0.06% | No change | 6,276 | $248K |
| Fonville Wealth Management LLC | 0.04% | No change | 6,145 | $243K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,117 | $242K |
| Lutz Financial Services LLC | 0.01% | New | 5,972 | $236K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,915 | $235K |
| Earned Wealth Advisors, LLC | 0.02% | No change | 5,915 | $234K |
| XTX Topco Ltd | 0.00% | Reduce -13.0% | 5,819 | $230K |
| VSM Wealth Advisory, LLC | 0.06% | New | 5,811 | $230K |
| Balefire, LLC | 0.04% | No change | 5,807 | $230K |
| HUB Investment Partners, LLC | 0.00% | New | 5,699 | $225K |
| UBS Group AG | 0.00% | New | 5,656 | $224K |
| Larry Mathis Financial Planning, LLC | 0.17% | New | 5,587 | $221K |
| Sei Investments Co. | 0.00% | New | 5,533 | $219K |
| Truist Financial Corp. | 0.00% | New | 5,462 | $216K |
| Nuveen, LLC | 0.00% | New | 5,329 | $211K |
| Rockwood Wealth Management, LLC | 0.01% | New | 5,215 | $206K |
| Independent Wealth Advisors LLC | 0.19% | New | 5,197 | $205K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +10.2% | 4,886 | $193K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -9.2% | 4,423 | $175K |
| Innovative Asset Advisors Group, LLC | 0.08% | Reduce -9.7% | 4,386 | $173K |
| Global Retirement Partners, LLC | 0.00% | — | 4,076 | $161K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,910 | $155K |
| DecisionPoint Financial, LLC | 0.02% | Add +25.5% | 3,405 | $135K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,163 | $125K |
| Nalls Sherbakoff Group, LLC | 0.09% | Add +253.4% | 3,089 | $122K |
| FMR LLC | 0.00% | Reduce -9.7% | 2,650 | $105K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,934 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.7% | 1,753 | $69K |
| Barrett & Company, Inc. | 0.02% | New | 1,617 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.1% | 1,601 | $63K |
| Evermay Wealth Management LLC | 0.01% | New | 1,415 | $56K |
| Addison Advisors LLC | 0.02% | No change | 1,185 | $47K |
| CENTRAL TRUST Co | 0.00% | New | 1,155 | $46K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -0.1% | 1,146 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,131 | $45K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +12.5% | 1,096 | $43K |
| Rossby Financial, LCC | 0.01% | Add +0.4% | 1,084 | $43K |
| Glassman Wealth Services | 0.00% | New | 1,000 | $40K |
| Topsail Wealth Management, LLC | 0.00% | No change | 958 | $38K |
| Horizon Financial Services, LLC | 0.01% | No change | 851 | $34K |
| Providence Capital Advisors, LLC | 0.01% | No change | 849 | $34K |
| Maseco LLP | 0.00% | No change | 785 | $31K |
| Concord Wealth Partners | 0.00% | New | 669 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 651 | $26K |
| Global Trust Asset Management, LLC | 0.00% | No change | 398 | $16K |
| Creative Capital Management Investments LLC | 0.00% | New | 331 | $13K |
| SHP Wealth Management | 0.00% | No change | 230 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.4% | 206 | $8K |
| Vanguard Advisers Inc. | 0.00% | No change | 160 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 141 | $6K |
| Corsicana & Co. | 0.00% | New | 71 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +48.6% | 52 | $2K |
| Lam Group, Inc. | 0.00% | No change | 50 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -84.1% | 43 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 14 | $0 |
"% 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.