Dimensional US Large Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 300 institutional investors hold shares in this ETF, with total holdings valued at $3.4B. Savant Capital, LLC is the largest holder with a position valued at $518.3M.
Overview of institutional ownership in DFLV as of Q3 2025
Institutions with the largest positions in DFLV as of Q3 2025
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $518.3M 2.75% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $169.7M 0.27% of portfolio |
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $139.9M 1.88% of portfolio |
Foster Group, Inc. RIA/Wealth | $136.3M 4.28% of portfolio |
Truepoint, Inc. RIA/Wealth | $103.6M 2.41% of portfolio |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | $100.2M 11.75% of portfolio |
Pathstone Holdings, LLC Family Office | $86.2M 0.33% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $69.2M 0.08% of portfolio |
Cetera Investment Advisers RIA/Wealth | $66.4M 0.08% of portfolio |
Summit Financial Strategies, Inc. RIA/Wealth | $66.0M 5.66% of portfolio |
Institutional buying and selling activity for DFLV in Q3 2025
| Institution | Net Bought |
|---|---|
Savant Capital, LLC RIA/Wealth | +$85.0M +2.6M shares |
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | +$79.7M +2.4M shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$34.4M +1.0M shares |
R Root Financial Partners, LLC RIA/Wealth | +$30.1M +915.9K shares |
+$16.6M +504.4K shares | |
Creative Planning RIA/Wealth | +$15.2M +460.5K shares |
Foster Group, Inc. RIA/Wealth | +$15.0M +455.1K shares |
HPM Partners LLC RIA/Wealth | +$12.8M +390.3K shares |
Truepoint, Inc. RIA/Wealth | +$10.8M +328.5K shares |
A Apella Capital, LLC Institution | +$6.4M +198.3K shares |
| Institution | Net Sold |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | −$15.2M −461.4K shares |
Goss Wealth Management LLC RIA/Wealth | −$13.3M −403.8K shares |
−$4.1M −133.7K shares | |
SRS Capital Advisors, Inc. RIA/Wealth | −$3.7M −119.3K shares |
WPWealth LLP RIA/Wealth | −$2.9M −87.3K shares |
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth | −$1.3M −38.4K shares |
Larson Financial Group LLC RIA/Wealth | −$1.2M −36.9K shares |
LJI Wealth Management, LLC RIA/Wealth | −$798.5K −24.3K shares |
−$669.6K −20.4K shares | |
Fundamentun, LLC RIA/Wealth | −$619.4K −20.0K shares |
Institutions that initiated new positions or completely exited DFLV in Q3 2025
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $66.4M 2.0M shares |
V Vise Technologies, Inc. Institution | $27.4M 833.9K shares |
F Financial Engines Advisors L.L.C. Institution | $14.4M 436.7K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | $11.0M 335.1K shares |
Equita Financial Network, Inc. RIA/Wealth | $9.5M 287.3K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $6.9M 211.0K shares |
Disciplined Equity Management, Inc. RIA/Wealth | $1.1M 34.0K shares |
Baird Financial Group, Inc. Private Equity | $814.6K 24.8K shares |
H HRT FINANCIAL LLC Institution | $711.8K 21.6K shares |
Washington Trust Advisors, Inc. RIA/Wealth | $657.2K 20.0K shares |
| Institution | Previous Position |
|---|---|
$4.1M 133.7K shares | |
SRS Capital Advisors, Inc. RIA/Wealth | $3.7M 119.3K shares |
Fundamentun, LLC RIA/Wealth | $619.4K 20.0K shares |
Forum Financial Management, LP RIA/Wealth | $580.7K 18.7K shares |
Werba Rubin Papier Wealth Management RIA/Wealth | $418.6K 13.5K shares |
T TABLEAUX LLC Institution | $262.0K 10.2K shares |
E Elser Financial Planning, Inc RIA/Wealth | $253.3K 8.2K shares |
D D. E. Shaw & Co., Inc. Institution | $249.6K 8.0K shares |
AMERIPRISE FINANCIAL INC Institution | $216.2K 7.0K shares |
T Tower Research Capital LLC Institution | $201.2K 6.5K shares |
Institutions with the largest Call and Put options positions in DFLV as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Institutions with DFLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STAGE HARBOR FINANCIAL, LLC RIA/Wealth | 14.91% $19.9M |
12.99% $23.4M | |
F FinDec Wealth Services, Inc. RIA/Wealth | 12.58% $12.1M |
Tumwater Wealth Management, LLC RIA/Wealth | 12.51% $28.2M |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | 11.75% $100.2M |
Team Hewins, LLC RIA/Wealth | 9.69% $28.7M |
ACORN CREEK CAPITAL LLC RIA/Wealth | 9.66% $25.6M |
EnRich Financial Partners LLC RIA/Wealth | 8.79% $30.9M |
Tilson Financial Group, Inc. RIA/Wealth | 7.98% $24.3M |
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth | 7.61% $29.0M |
Discover hedge funds investing in DFLV

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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