Dimensional US Large Cap Value (DFLV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DFLV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Dimensional US Large Cap Value , showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DFLV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Dimensional US Large Cap Value .

Is institutional money flowing into DFLV?

62 institutional investors hold Dimensional US Large Cap Value (DFLV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DFLV?

Track institutional sentiment and conviction scores for Dimensional US Large Cap Value (DFLV) including Smart Money Verdict and position changes on HoldingsIntel.

Dimensional US Large Cap Value

DFLV·25434V666·US·etf·Unknown - Unknown

US LARGE CAP VAL

DFLV (Dimensional US Large Cap Value ) is held by 62 institutional investors as of Q4 2025. Largest holders: Savant Capital, LLC ($598.6M), Corient Private Wealth LLC ($164.9M), EP Wealth Advisors, LLC ($107M). Net institutional sentiment: Bullish.

Holders

Avg rating(9 Elite)

$1.7B

Total Value

69% (67)

Fund Consensus

43 buying - 19 selling

Smart Money VerdictView all

63Mixed MomentumSingle Source

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See how DFLV's score breaks down across 4 SEC sources

Held by 62 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Increased	17.5M(+11.1%)	$598.6M	3.4%	+19.32%	64
Corient Private Wealth LLC	Increased	6M(+15.7%)	$164.9M	0.2%	+33.35%	42
EP Wealth Advisors, LLC	Decreased	3.1M(-59.9%)	$107M	0.6%	+29.28%	0
Pathstone Holdings, LLC	Decreased	2.6M(-2.3%)	$87.5M	0.3%	+39.36%	0
Cetera Investment Advisers	Increased	2.3M(+15.1%)	$79.4M	0.1%	+11.43%	34
HighTower Advisors, LLC	Increased	2.2M(+2.8%)	$74M	0.1%	+27.87%	30
Beacon Pointe Advisors, LLC	Increased	2.1M(+12.1%)	$71M	0.5%	+22.48%	40
Cerity Partners LLC	Increased	1.8M(+29.5%)	$60.2M	0.1%	+16.73%	37
LPL Financial LLC	Increased	1.6M(+8.5%)	$54.3M	0.0%	+33.85%	32
BANK OF MONTREAL /CAN/	Increased	1.4M(+7.9%)	$47M	0.0%	+21.61%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.2M(+0.1%)	$42.7M	0.1%	+34.48%	29
MATHER GROUP, LLC.	Increased	1.2M(+4.6%)	$40.4M	0.4%	+39.65%	36
BANK OF AMERICA CORP /DE/	Increased	966,066(+7.0%)	$33M	0.0%	+20.76%	31
Mariner, LLC	Increased	942,514(+23.1%)	$32.2M	0.0%	+17.40%	35
OneDigital Investment Advisors LLC	Increased	935,581(+0.1%)	$32M	0.3%	+32.94%	34
RAYMOND JAMES FINANCIAL INC	Increased	702,511(+620.4%)	$24M	0.0%	+8.38%	46
Creative Planning	Increased	571,116(+14.7%)	$19.5M	0.0%	+12.36%	32
JPMORGAN CHASE & CO	Increased	472,868(+3.6%)	$16.2M	0.0%	+22.60%	29
Financial Engines Advisors L.L.C.	Increased	445,486(+2.0%)	$15.2M	0.0%	+12.12%	29
Allworth Financial LP	Increased	340,764(+5.5%)	$11.7M	0.0%	+23.08%	29
Focus Partners Wealth	Increased	270,266(+5.9%)	$9.2M	0.0%	+19.55%	29
Sequoia Financial Advisors, LLC	Decreased	256,135(-23.6%)	$8.8M	0.0%	+12.24%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	248,126(+4.1%)	$8.5M	0.0%	+31.47%	29
OSAIC HOLDINGS, INC.	Decreased	201,915(-1.9%)	$6.9M	0.0%	+22.68%	0
NewEdge Advisors, LLC	Decreased	197,246(-5.7%)	$6.7M	0.0%	+30.57%	0
MML INVESTORS SERVICES, LLC	Increased	193,654(+8.2%)	$6.6M	0.0%	+13.77%	30
STIFEL FINANCIAL CORP	Increased	191,938(+6.5%)	$6.6M	0.0%	+20.19%	29
Waverly Advisors, LLC	Increased	190,915(+0.3%)	$6.5M	0.1%	+29.48%	27
ENVESTNET ASSET MANAGEMENT INC	Decreased	169,985(-52.0%)	$5.8M	0.0%	+18.52%	0
Farther Finance Advisors, LLC	Increased	159,631(+29.7%)	$5.5M	0.1%	+17.52%	34
Lido Advisors, LLC	Increased	116,792(+1.0%)	$3.9M	0.0%	+16.46%	27
Private Advisor Group, LLC	Increased	106,579(+3.6%)	$3.6M	0.0%	+26.53%	28
Qube Research & Technologies Ltd	Increased	72,617(+18.8%)	$2.5M	0.0%	+11.94%	31
Merit Financial Group, LLC	Decreased	67,593(-68.8%)	$2.3M	0.0%	+19.89%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	62,044(+299.7%)	$2.1M	0.0%	+10.44%	42
Sanctuary Advisors, LLC	Increased	61,260(+290.7%)	$2.1M	0.0%	+7.80%	42
Equitable Holdings, Inc.	Increased	55,510(+0.8%)	$1.9M	0.0%	+27.59%	26
Quantinno Capital Management LP	Increased	50,222(+108.8%)	$1.7M	0.0%	+12.72%	41
Kestra Advisory Services, LLC	Decreased	47,874(-1.0%)	$1.6M	0.0%	+23.71%	0
CAPTRUST FINANCIAL ADVISORS	Increased	43,497(+6.6%)	$1.5M	0.0%	+21.22%	27
ROYAL BANK OF CANADA	Decreased	22,926(-48.2%)	$784,000	0.0%	+15.68%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	18,310	$626,385	0.0%	+6.35%	34
TRUIST FINANCIAL CORP	Unchanged	17,572	$601,138	0.0%	+12.24%	0
MORGAN STANLEY	Increased	15,211(+76.2%)	$520,368	0.0%	+13.91%	25
AQR CAPITAL MANAGEMENT LLC	Increased	13,491(+42.5%)	$461,520	0.0%	+14.46%	32
JANE STREET GROUP, LLC	Decreased	12,829(-65.2%)	$438,880	0.0%	+20.60%	0
Orion Porfolio Solutions, LLC	New	10,789	$369,092	0.0%	+6.35%	33
Baird Financial Group, Inc.	Decreased	7,767(-68.6%)	$265,709	0.0%	+12.24%	0
BlackRock, Inc.	New	7,330	$250,760	0.0%	+6.35%	35
MERCER GLOBAL ADVISORS INC /ADV	Increased	7,287(+18.9%)	$249,279	0.0%	+11.26%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4,927(+1110.6%)	$168,554	0.0%	+7.40%	36
Steward Partners Investment Advisory, LLC	Unchanged	2,907	$99,448	0.0%	+26.94%	0
HUNTINGTON NATIONAL BANK	Unchanged	2,402	$82,172	0.0%	+12.24%	0
MAI Capital Management	Unchanged	2,326	$79,573	0.0%	+12.24%	0
WELLS FARGO & COMPANY/MN	Increased	2,192(+1117.8%)	$74,989	0.0%	+6.81%	23
FMR LLC	Unchanged	1,667	$57,033	0.0%	+24.01%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	1,601	$54,770	0.0%	+6.35%	29
UBS Group AG	New	189	$6,466	0.0%	+6.35%	24
FIFTH THIRD BANCORP	New	166	$5,679	0.0%	+6.35%	24
SIMPLEX TRADING, LLC	Decreased	16(-72.9%)	$547	0.0%	+19.46%	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	12(-57.1%)	$411	0.0%	+19.60%	0
HRT FINANCIAL LP	Decreased	9,261(-57.2%)	$316	0.0%	+12.24%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$1.4M	0.0%	+12.46%	0
Optiver Holding B.V.	Exited	0(-100.0%)	$41,980	0.0%	+5.54%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$32,172	0.0%	+5.54%	0
XTX Topco Ltd	Exited	0(-100.0%)	$280,867	0.0%	+5.54%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$683,465	0.0%	+14.84%	0

Dimensional US Large Cap Value

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