DFLV Institutional Ownership
Dimensional - US Large Cap Value ETF
1W: -1.1%
1M: -3.5%
3M: +1.6%
YTD: +16.9%
1Y: +23.6%
3Y: +69.8%
$40.47
+0.15 (+0.37%)
Weekly Expected Move ±1.2%
$40
$40
$40
$41
$41
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — DFLV
415
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
51
New Positions
202
Increased
126
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (435 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 25,486,113 | 1.0B | +4,863,426 | +23.6% | 15Q | SEC ↗ |
| 2 | Root Financial Partners, LLC | 4,713,950 | $191M | +1,570,077 | +49.9% | 6Q | SEC ↗ |
| 3 | Vise Technologies, Inc. | 4,593,828 | $186M | +2,013,044 | +78.0% | 5Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 4,424,238 | $179M | +757,028 | +20.6% | 4Q | SEC ↗ |
| 5 | Foster Group, Inc. | 4,003,590 | $162M | -55,676 | -1.4% | 10Q | SEC ↗ |
| 6 | Truepoint, Inc. | 3,343,050 | $135M | -242,663 | -6.8% | 14Q | SEC ↗ |
| 7 | Corient Private Wealth LP | 3,318,287 | $134M | -3,451,734 | -51.0% | 15Q | SEC ↗ |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,140,205 | $127M | +145,003 | +4.8% | 14Q | SEC ↗ |
| 9 | Cerity Partners LLC | 2,877,128 | $116M | +710,254 | +32.8% | 9Q | SEC ↗ |
| 10 | EP Wealth Advisors, LLC | 2,732,777 | $111M | -60,930 | -2.2% | 3Q | SEC ↗ |
| 11 | Pathstone Holdings, LLC | 2,586,574 | $105M | +33,055 | +1.3% | 11Q | SEC ↗ |
| 12 | Summit Financial Strategies, Inc. | 2,481,330 | $100M | +73,061 | +3.0% | 11Q | SEC ↗ |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | 2,337,885 | $95M | -2,253,235 | -49.1% | 5Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 2,312,335 | $94M | +121,301 | +5.5% | 15Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 2,247,684 | $91M | +86,643 | +4.0% | 14Q | SEC ↗ |
| 16 | LPL Financial LLC | 1,908,901 | $77M | +99,907 | +5.5% | 12Q | SEC ↗ |
| 17 | DiNuzzo Private Wealth, Inc. | 1,758,222 | $71M | -46,188 | -2.6% | 11Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN | 1,567,008 | $63M | +103,226 | +7.1% | 15Q | SEC ↗ |
| 19 | Apella Capital, LLC | 1,536,111 | $62M | +71,379 | +4.9% | 9Q | SEC ↗ |
| 20 | Quent Capital, LLC | 1,534,807 | $62M | +59,154 | +4.0% | 14Q | SEC ↗ |
| 21 | Index Fund Advisors, Inc. | 1,446,042 | $59M | +77,692 | +5.7% | 14Q | SEC ↗ |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,363,899 | $55M | -48,056 | -3.4% | 14Q | SEC ↗ |
| 23 | EXENCIAL WEALTH ADVISORS, LLC | 1,326,979 | $54M | +381,073 | +40.3% | 12Q | SEC ↗ |
| 24 | MATHER GROUP, LLC. | 1,279,784 | $52M | +34,873 | +2.8% | 15Q | SEC ↗ |
| 25 | Premier Financial Group | 1,138,364 | $46M | -585 | -0.1% | 5Q | SEC ↗ |
| 26 | CWM, LLC | 1,136,931 | $46M | +168,537 | +17.4% | 7Q | SEC ↗ |
| 27 | Mariner, LLC | 1,077,734 | $44M | -58,190 | -5.1% | 11Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP NEW | 1,056,800 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 29 | ECLECTIC ASSOCIATES INC /ADV | 1,032,580 | $42M | +362,827 | +54.2% | 8Q | SEC ↗ |
| 30 | Diversified Portfolios, Inc. | 1,024,846 | $41M | +108,401 | +11.8% | 13Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 1,024,753 | $41M | +66,311 | +6.9% | 13Q | SEC ↗ |
| 32 | Destiny Wealth Partners, LLC | 988,557 | $40M | -26,378 | -2.6% | 9Q | SEC ↗ |
| 33 | Team Hewins, LLC | 935,378 | $38M | -8,994 | -1.0% | 13Q | SEC ↗ |
| 34 | OneDigital Investment Advisors LLC | 923,950 | $37M | -12,819 | -1.4% | 11Q | SEC ↗ |
| 35 | GREAT OAK CAPITAL PARTNERS, LLC | 922,973 | $37M | +9,267 | +1.0% | 11Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 920,376 | $37M | +135,769 | +17.3% | 7Q | SEC ↗ |
| 37 | Acropolis Investment Management, LLC | 918,156 | $37M | +11,311 | +1.2% | 14Q | SEC ↗ |
| 38 | Tumwater Wealth Management, LLC | 906,834 | $37M | +11,935 | +1.3% | 7Q | SEC ↗ |
| 39 | Linscomb Wealth, Inc. | 866,940 | $35M | +28,879 | +3.4% | 9Q | SEC ↗ |
| 40 | EnRich Financial Partners LLC | 852,592 | $35M | -55,590 | -6.1% | 11Q | SEC ↗ |
| 41 | Betterment LLC | 843,473 | $34M | +32,303 | +4.0% | 12Q | SEC ↗ |
| 42 | Wescott Financial Advisory Group, LLC | 802,407 | $32M | +40,163 | +5.3% | 15Q | SEC ↗ |
| 43 | Tilson Financial Group, Inc. | 788,526 | $32M | +7,179 | +0.9% | 13Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 787,192 | $32M | +101,002 | +14.7% | 12Q | SEC ↗ |
| 45 | Fort Vancouver Investment Management, | 775,331 | $31M | -6,504 | -0.8% | 9Q | SEC ↗ |
| 46 | Lakeshore Financial Planning, Inc. | 767,113 | $31M | -164,476 | -17.7% | 12Q | SEC ↗ |
| 47 | WPWealth LLP | 754,491 | $31M | -71,184 | -8.6% | 15Q | SEC ↗ |
| 48 | ACORN CREEK CAPITAL LLC | 747,506 | $30M | -43,852 | -5.5% | 11Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 736,899 | $30M | +121,354 | +19.7% | 13Q | SEC ↗ |
| 50 | TOBIAS FINANCIAL ADVISORS, INC. | 715,031 | $29M | +23,840 | +3.4% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 1,056,800 | $43M |
| Evanson Financial, LLC | 611,465 | $25M |
| MARYLAND CAPITAL ADVISORS INC. | 363,491 | $15M |
| Private Advisory Group LLC | 272,639 | $11M |
| CPA Asset Management Group, LLC | 205,170 | $8M |
| ADVISORTRUST PARTNERS, LLC | 126,678 | $5M |
| Apollon Wealth Management, LLC | 123,649 | $5M |
| MARSHALL WACE, LLP | 99,377 | $4M |
| B&D White Capital Company, LLC | 50,366 | $2M |
| NORTHERN TRUST CORP | 39,450 | $2M |
| TruNorth Capital Management, LLC | 31,577 | $1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 28,881 | $1M |
| Tower Research Capital LLC (TRC) | 22,757 | $921K |
| Concurrent Investment Advisors, LLC | 19,946 | $807K |
| IFG Advisory, LLC | 18,775 | $760K |
| CogentBlue Wealth Advisors, LLC | 15,177 | $614K |
| 180 WEALTH ADVISORS, LLC | 14,566 | $589K |
| Tillman Hartley LLC | 12,091 | $489K |
| MFA Wealth Services | 11,401 | $461K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 9,755 | $395K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Blue Trust, Inc. | 163,877 | $7M |
| Quadrature Capital Ltd | 80,371 | $3M |
| GEN Financial Management, INC. | 57,763 | $2M |
| McMill Wealth Management | 52,730 | $2M |
| CITADEL ADVISORS LLC | 31,619 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,310 | $741K |
| JANE STREET GROUP, LLC | 12,829 | $519K |
| Keel Point, LLC | 12,382 | $501K |
| Cresset Asset Management, LLC | 12,280 | $497K |
| D. E. Shaw & Co., Inc. | 10,887 | $441K |
| Orion Porfolio Solutions, LLC | 10,789 | $437K |
| LJI Wealth Management, LLC | 9,659 | $391K |
| SEGALL BRYANT & HAMILL, LLC | 9,531 | $386K |
| HRT FINANCIAL LP | 9,261 | $375K |
| FIRST AMERICAN TRUST, FSB | 9,209 | $373K |
| LPWM LLC | 8,508 | $344K |
| Passive Capital Management, LLC. | 7,095 | $287K |
| Family CFO Inc | 6,904 | $279K |
| Discipline Wealth Solutions, LLC | 6,856 | $277K |
| Cornerstone Advisory, LLC | 5,939 | $240K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +4,863,426 | +23.6% | 25,486,113 |
| Vise Technologies, Inc. | +2,013,044 | +78.0% | 4,593,828 |
| Root Financial Partners, LLC | +1,570,077 | +49.9% | 4,713,950 |
| Cetera Investment Advisers | +757,028 | +20.6% | 4,424,238 |
| Cerity Partners LLC | +710,254 | +32.8% | 2,877,128 |
| EXENCIAL WEALTH ADVISORS, LLC | +381,073 | +40.3% | 1,326,979 |
| ECLECTIC ASSOCIATES INC /ADV | +362,827 | +54.2% | 1,032,580 |
| MERCER GLOBAL ADVISORS INC /ADV | +296,047 | +77.8% | 676,365 |
| COMMONWEALTH EQUITY SERVICES, LLC | +225,415 | +83.0% | 497,099 |
| Perigon Wealth Management, LLC | +189,966 | +926.1% | 210,479 |
| CWM, LLC | +168,537 | +17.4% | 1,136,931 |
| VeraBank, N.A. | +156,485 | +28.2% | 710,583 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +145,003 | +4.8% | 3,140,205 |
| Modera Wealth Management, LLC | +143,362 | +81.1% | 320,229 |
| RAYMOND JAMES FINANCIAL INC | +135,769 | +17.3% | 920,376 |
| ENVESTNET ASSET MANAGEMENT INC | +121,354 | +19.7% | 736,899 |
| Beacon Pointe Advisors, LLC | +121,301 | +5.5% | 2,312,335 |
| Diversified Portfolios, Inc. | +108,401 | +11.8% | 1,024,846 |
| BANK OF MONTREAL /CAN | +103,226 | +7.1% | 1,567,008 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +101,002 | +14.7% | 787,192 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -3,451,734 | -51.0% | 3,318,287 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -2,253,235 | -49.1% | 2,337,885 |
| Waterloo Capital, L.P. | -822,779 | -97.6% | 20,411 |
| HILL ISLAND FINANCIAL LLC | -549,604 | -91.7% | 49,996 |
| Truepoint, Inc. | -242,663 | -6.8% | 3,343,050 |
| Lakeshore Financial Planning, Inc. | -164,476 | -17.7% | 767,113 |
| Private Advisor Group, LLC | -111,210 | -88.0% | 15,194 |
| West Financial Advisors, LLC | -100,387 | -17.6% | 471,407 |
| WPWealth LLP | -71,184 | -8.6% | 754,491 |
| Eldridge Investment Advisors, Inc. | -63,612 | -67.9% | 30,008 |
| EP Wealth Advisors, LLC | -60,930 | -2.2% | 2,732,777 |
| Mariner, LLC | -58,190 | -5.1% | 1,077,734 |
| Foster Group, Inc. | -55,676 | -1.4% | 4,003,590 |
| EnRich Financial Partners LLC | -55,590 | -6.1% | 852,592 |
| PARK AVENUE SECURITIES LLC | -55,034 | -32.5% | 114,267 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -48,056 | -3.4% | 1,363,899 |
| Larson Financial Group LLC | -47,108 | -29.8% | 111,093 |
| DiNuzzo Private Wealth, Inc. | -46,188 | -2.6% | 1,758,222 |
| Sequoia Financial Advisors, LLC | -44,727 | -22.2% | 156,816 |
| ACORN CREEK CAPITAL LLC | -43,852 | -5.5% | 747,506 |