Who owns Dimensional - US Large Cap Value ETF?
Institutional ownership of DFLV from SEC Form 13F filings across 175 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.
175
13F holders
$3.60B
value, 2026 filers
58.6%
of shares outstanding (92.5M sh)
30
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 | Corient Private Wealth LP | 3.3M | $131.4M | 0.2% | 2.1% | -50.9% |
| 6 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 3.1M | $124.2M | 8.3% | 2% | +4.8% |
| 7 | Cerity Partners LLC | 2.9M | $113.8M | 0.1% | 1.8% | +32.8% |
| 8 | EP Wealth Advisors, LLC | 2.7M | $108.1M | 0.4% | 1.7% | -2.2% |
| 9 | Pathstone Holdings, LLC | 2.6M | $102.3M | 0.3% | 1.6% | +1.3% |
| 10 | COLDSTREAM CAPITAL MANAGEMENT INC | 2.3M | $92.4M | 1.2% | 1.5% | -49.1% |
| 11 | HighTower Advisors, LLC | 2.2M | $88.9M | 0.1% | 1.4% | +4.0% |
| 12 | LPL Financial LLC | 1.9M | $75.5M | 0.0% | 1.2% | +5.5% |
| 13 | DiNuzzo Private Wealth, Inc. | 1.8M | $69.5M | 6.9% | 1.1% | -2.6% |
| 14 | BANK OF MONTREAL /CAN/ | 1.6M | $62.0M | 0.0% | 1% | +7.1% |
| 15 | Apella Capital, LLC | 1.5M | $61.3M | 0.9% | 1% | +4.9% |
| 16 | Quent Capital, LLC | 1.5M | $60.7M | 3.7% | 1% | +4.0% |
| 17 | MATHER GROUP, LLC. | 1.3M | $50.6M | 0.4% | 0.8% | +2.8% |
| 18 | Mariner, LLC | 1.1M | $42.6M | 0.0% | 0.7% | -5.1% |
| 19 | TWO SIGMA INVESTMENTS, LPNEW | 1.1M | $41.8M | 0.0% | 0.7% | new |
| 20 | BANK OF AMERICA CORP /DE/ | 1.0M | $40.5M | 0.0% | 0.6% | +6.9% |
| 21 | Destiny Wealth Partners, LLC | 988,557 | $40.2M | 5.7% | 0.6% | -2.6% |
| 22 | OneDigital Investment Advisors LLC | 923,950 | $36.5M | 0.3% | 0.6% | -1.4% |
| 23 | RAYMOND JAMES FINANCIAL INC | 920,376 | $36.4M | 0.0% | 0.6% | +17.3% |
| 24 | Betterment LLC | 843,473 | $33,351 | 0.1% | 0.5% | +4.0% |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 787,192 | $31.5M | 0.1% | 0.5% | +14.7% |
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.