DIM US LARGE CAP VALUE ETF DFLV
$39.71
+0.5% 52w: $29.91 – $39.90
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data29.9134.9139.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
367
+17 QoQ
13F value
$4.82B
+11.9% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $1.3M puts
Institutional value by quarter
Number of holders
Who owns DFLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | Wealth advisor | 20.6M | $736.4M | 3.6% | +17.9% |
| Corient Private Wealth LLC | Diversified mechanical | 6.8M | $241.6M | 0.3% | -44.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 4.6M | $163.9M | 2.0% | +3.4% |
| Foster Group, Inc. | Wealth advisor | 4.1M | $145.0M | 4.3% | -2.0% |
| Cetera Investment Advisers | Wealth advisor | 3.7M | $131.0M | 0.1% | +58.0% |
| Truepoint, Inc. | Wealth advisor | 3.6M | $128.0M | 2.9% | +5.1% |
| Root Financial Partners, LLC | Wealth advisor | 3.1M | $112.3M | 5.2% | +14.6% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 3.0M | $107.0M | 10.9% | +1.3% |
| EP Wealth Advisors, LLC | Wealth advisor | 2.8M | $99.8M | 0.5% | -10.7% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.6M | $91.2M | 0.4% | -0.2% |
| Vise Technologies, Inc. | Wealth advisor | 2.6M | $88.3M | 1.7% | Held |
| Summit Financial Strategies, Inc. | Wealth advisor | 2.4M | $86.0M | 6.8% | +9.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 2.2M | $78.2M | 0.4% | +5.6% |
| Cerity Partners LLC | Diversified mechanical | 2.2M | $77.4M | 0.1% | +23.1% |
| HighTower Advisors, LLC | Diversified mechanical | 2.2M | $77.2M | 0.1% | -0.1% |
| LPL Financial LLC | Bank broker | 1.8M | $64.6M | 0.0% | +13.9% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 1.8M | $64.4M | 6.9% | -0.6% |
| Apella Capital, LLC | Wealth advisor | 1.5M | $54.7M | 0.8% | +11.1% |
| Quent Capital, LLC | Wealth advisor | 1.5M | $52.7M | 3.7% | +11.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.5M | $52.3M | 0.0% | +6.5% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 1.4M | $50.4M | 3.7% | -3.6% |
| Index Fund Advisors, Inc. | Wealth advisor | 1.4M | $48.9M | 2.2% | +13.5% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 1.3M | $47.4M | 1.5% | +40.3% |
| MATHER GROUP, LLC. | Wealth advisor | 1.2M | $44.5M | 0.4% | +5.5% |
| Premier Financial Group | Wealth advisor | 1.1M | $40.9M | 7.0% | +0.3% |
| CWM, LLC | Wealth advisor | 1.1M | $40.6M | 0.1% | +17.4% |
| Mariner, LLC | Diversified mechanical | 1.1M | $40.6M | 0.0% | +20.5% |
| Destiny Wealth Partners, LLC | Wealth advisor | 1.0M | $36.2M | 4.0% | -2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 958.4K | $34.2M | 0.0% | -0.8% |
| Team Hewins, LLC | Wealth advisor | 944.4K | $33.7M | 10.0% | +3.2% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 913.7K | $33.6M | 7.8% | +2.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 936.8K | $33.5M | 0.3% | +0.1% |
| Lakeshore Financial Planning, Inc. | Wealth advisor | 931.6K | $33.3M | 12.1% | +80.4% |
| Diversified Portfolios, Inc. | Wealth advisor | 916.4K | $32.7M | 2.7% | +19.3% |
| EnRich Financial Partners LLC | Wealth advisor | 908.2K | $32.4M | 8.6% | -2.8% |
| Acropolis Investment Management, LLC | Wealth advisor | 906.8K | $32.4M | 1.4% | +1.0% |
| Tumwater Wealth Management, LLC | Wealth advisor | 894.9K | $32.0M | 12.9% | +0.4% |
| Waterloo Capital, L.P. | Wealth advisor | 843.2K | $30.1M | 2.1% | New |
| Linscomb Wealth, Inc. | Wealth advisor | 838.1K | $29.9M | 1.3% | +120.4% |
| WPWealth LLP | Wealth advisor | 825.7K | $29.5M | 4.5% | -6.9% |
| Betterment LLC | Wealth advisor | 811.2K | $29.0M | 0.1% | +9.5% |
| ACORN CREEK CAPITAL LLC | Wealth advisor | 791.4K | $28.3M | 10.1% | -0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 784.6K | $28.0M | 0.0% | +11.7% |
| Fort Vancouver Investment Management, LLC | Wealth advisor | 781.8K | $27.9M | 14.2% | +5.3% |
| Tilson Financial Group, Inc. | Wealth advisor | 781.3K | $27.9M | 8.4% | +2.2% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 762.2K | $27.2M | 2.4% | +12.2% |
| Wealth Architects, LLC | Wealth advisor | 696.8K | $24.9M | 2.2% | +5.3% |
| TOBIAS FINANCIAL ADVISORS, INC. | Wealth advisor | 691.2K | $24.7M | 3.4% | +15.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 686.2K | $24.6M | 0.1% | -43.1% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 669.8K | $23.9M | 3.2% | +31.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.