DIMENSIONAL ETF TRUST

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DFLV·25434V666·US·ETF·Unknown - Unknown

DFLV (DIMENSIONAL ETF TRUST) is held by 63 institutional investors as of Q2 2026. Largest holders: Savant Capital, LLC ($1B), Cetera Investment Advisers ($174.9M), Corient Private Wealth LP ($131.4M). Net institutional sentiment: Mixed.

63

Holders

(9 Elite)

$2.4B

Total Value

61% (69)

Consensus

42 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)80

Activist (13D/13G)45

Congressional (STOCK Act)62

Holder Quality

29

★★★★★

Elite

49

★★★★

Strong

37

★★★

Solid

75

★★

Below

18

★

Weak

Held by 63 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFLV.

Top Holders

Top Holders (63)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Increased	25.5M(+23.6%)	$1B	3.0%	+26.74%	66
Cetera Investment Advisers	Increased	4.4M(+20.6%)	$174.9M	0.2%	+19.48%	43
Corient Private Wealth LP	Decreased	3.3M(-50.9%)	$131.4M	0.2%	+35.30%	0
Cerity Partners LLC	Increased	2.9M(+32.8%)	$113.8M	0.1%	+23.06%	46
EP Wealth Advisors, LLC	Decreased	2.7M(-2.2%)	$108.1M	0.4%	+48.20%	0
Pathstone Holdings, LLC	Increased	2.6M(+1.3%)	$102.3M	0.3%	+58.74%	36
HighTower Advisors, LLC	Increased	2.2M(+4.0%)	$88.9M	0.1%	+44.48%	31
LPL Financial LLC	Increased	1.9M(+5.5%)	$75.5M	0.0%	+44.44%	31
BANK OF MONTREAL /CAN/	Increased	1.6M(+7.0%)	$62M	0.0%	+34.98%	32
MAMATHER GROUP, LLC.	Increased	1.3M(+2.8%)	$50.6M	0.4%	+54.84%	36
Mariner, LLC	Decreased	1.1M(-5.1%)	$42.6M	0.0%	+30.72%	0
TWO SIGMA INVESTMENTS, LP	New	1.1M	$41.8M	0.0%	+6.35%	40
BANK OF AMERICA CORP /DE/	Increased	1M(+6.9%)	$40.5M	0.0%	+35.79%	31
OneDigital Investment Advisors LLC	Decreased	923,950(-1.4%)	$36.5M	0.3%	+52.34%	0
RAYMOND JAMES FINANCIAL INC	Increased	920,376(+17.3%)	$36.4M	0.0%	+20.36%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	787,192(+14.7%)	$31.5M	0.1%	+45.76%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	736,899(+19.7%)	$29.1M	0.0%	+17.36%	34
Creative Planning	Increased	604,791(+3.9%)	$23.9M	0.0%	+27.51%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	497,099(+83.0%)	$19.7M	0.0%	+25.17%	44
Financial Engines Advisors L.L.C.	Increased	464,937(+5.3%)	$18.4M	0.0%	+27.21%	30

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DFLVDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer