Who owns DFLV?
Dimensional US Large Cap Value ETF · Dimensional
393 institutions reported holding DFLV, worth $5.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $1.0B | 25,486,113 | +4,863,426 shares |
| Root Financial Partners, LLC | Encinitas, CA | $186.4M | 4,713,950 | +1,570,077 shares |
| Vise Technologies, Inc. | New York, NY | $181.6M | 4,593,828 | +2,013,044 shares |
| Cetera Investment Advisers | Schaumburg, IL | $174.9M | 4,424,238 | +757,028 shares |
| Foster Group, Inc. | West Des Moines, IA | $158.3M | 4,003,590 | −55,676 shares |
| Truepoint, Inc. | Cincinnati, OH | $132.2M | 3,343,050 | −242,663 shares |
| Corient Private Wealth LP | Miami, FL | $131.2M | 3,318,287 | −3,451,734 shares |
| Mosaic Family Wealth Partners, LLC | St. Louis, MO | $124.2M | 3,140,205 | +145,003 shares |
| Cerity Partners LLC | New York, NY | $113.8M | 2,877,128 | +710,254 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $108.1M | 2,732,777 | −60,930 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: DFLV vs TCAF, DFLV vs NOBL, DFLV vs JQUA, DFLV vs FBCG.
Frequently asked questions
Who owns DFLV?
393 institutional managers reported holding DFLV in Form 13F filings for June 30, 2026, worth $5.5B in total. The largest reported position was held by Savant Capital, LLC, at $1.0B.
Did institutions buy or sell DFLV last quarter?
Reported 13F value rose 18.8% from March 31, 2026, which includes price moves as well as buying and selling. 53 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.