Who owns Dimensional - US Large Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFLV from SEC Form 13F filings across 399 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 399 institutions disclosed 140.7M shares of Dimensional - US Large Cap Value ETF worth $5.57B — about 89.1% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
399
13F holders
$5.57B
value, 2026 filers
89.1%
of shares outstanding (140.7M sh)
55
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 25.5M | $1.01B | 3.0% | 16.1% | +23.6% |
| 2 | Root Financial Partners, LLC | 4.7M | $186.4M | 7.2% | 3% | +49.9% |
| 3 | Vise Technologies, Inc. | 4.6M | $181.6M | 2.1% | 2.9% | +78.0% |
| 4 | Cetera Investment Advisers | 4.4M | $174.9M | 0.2% | 2.8% | +20.6% |
| 5 | Foster Group, Inc. | 4.0M | $158.3M | 4.2% | 2.5% | -1.4% |
| 6 | Truepoint, Inc. | 3.3M | $132.2M | 2.8% | 2.1% | -6.8% |
| 7 | Corient Private Wealth LP | 3.3M | $131.2M | 0.2% | 2.1% | -51.0% |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 3.1M | $124.2M | 8.3% | 2% | +4.8% |
| 9 | Cerity Partners LLC | 2.9M | $113.8M | 0.1% | 1.8% | +32.8% |
| 10 | EP Wealth Advisors, LLC | 2.7M | $108.1M | 0.4% | 1.7% | -2.2% |
| 11 | Pathstone Holdings, LLC | 2.6M | $102.3M | 0.3% | 1.6% | +1.3% |
| 12 | Summit Financial Strategies, Inc. | 2.5M | $98.1M | 6.9% | 1.6% | +3.0% |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | 2.3M | $92.4M | 1.2% | 1.5% | -49.1% |
| 14 | Beacon Pointe Advisors, LLC | 2.3M | $91.4M | 0.4% | 1.5% | +5.5% |
| 15 | HighTower Advisors, LLC | 2.2M | $88.9M | 0.1% | 1.4% | +4.0% |
| 16 | LPL Financial LLC | 1.9M | $75.5M | 0.0% | 1.2% | +5.5% |
| 17 | DiNuzzo Private Wealth, Inc. | 1.8M | $69.5M | 6.9% | 1.1% | -2.6% |
| 18 | BANK OF MONTREAL /CAN/ | 1.6M | $62.0M | 0.0% | 1% | +7.1% |
| 19 | Apella Capital, LLC | 1.5M | $61.3M | 0.9% | 1% | +4.9% |
| 20 | Quent Capital, LLC | 1.5M | $60.7M | 3.7% | 1% | +4.0% |
| 21 | Index Fund Advisors, Inc. | 1.4M | $57.2M | 2.3% | 0.9% | +5.7% |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.4M | $53.9M | 4.0% | 0.9% | -3.4% |
| 23 | MATHER GROUP, LLC. | 1.3M | $50.6M | 0.4% | 0.8% | +2.8% |
| 24 | Premier Financial Group | 1.1M | $45.0M | 9.1% | 0.7% | -0.1% |
| 25 | Mariner, LLC | 1.1M | $42.6M | 0.0% | 0.7% | -5.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.