DIM US LARGE CAP VALUE ETF (DFLV) Institutional Ownership Changes & 13F Activity
DIM US LARGE CAP VALUE ETF (DFLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Coldstream Capital Management Inc, Two Sigma Investments, Lp, Cerity Partners Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +12,967 | +111.6% | 24,585 | $972.09K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Buy | +1,310 | +15.2% | 9,955 | $393.62K | Q2 2026 | Sep 18, 2026 |
| Corient Private Wealth Llc | Sell | -3,451,734 | -51.0% | 3,318,287 | $131.21M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +23,840 | +3.4% | 715,031 | $28.27M | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Buy | +296,047 | +77.8% | 676,365 | $26.74M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +121,301 | +5.5% | 2,312,335 | $91.43M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +1,027 | +8.3% | 13,349 | $527.84K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -1,814 | -3.5% | 50,004 | $1.98M | Q2 2026 | Aug 17, 2026 |
| Coldstream Capital Management Inc | Sell | -2,253,235 | -49.1% | 2,337,885 | $92.44M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +1,056,800 | — | 1,056,800 | $41.79M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +710,254 | +32.8% | 2,877,128 | $113.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +135,769 | +17.3% | 920,376 | $36.39M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +66,311 | +6.9% | 1,024,753 | $40.52M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -47,108 | -29.8% | 111,093 | $4.39M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +32,303 | +4.0% | 843,473 | $33.35M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +29,870 | +14.0% | 243,503 | $9.63M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -25,256 | -25.4% | 74,201 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Monograph Wealth Advisors, Llc | Buy | +23,195 | +7.9% | 318,423 | $12.59M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +23,181 | +5.2% | 464,937 | $18.38M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +18,775 | — | 18,775 | $742.36K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17,485 | -11.9% | 130,049 | $5.14M | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Buy | +14,520 | +15.2% | 109,950 | $4.35M | Q2 2026 | Aug 14, 2026 |
| Elevate Wealth Advisory, Inc | Buy | +13,320 | +9.4% | 154,974 | $6.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +10,575 | +6609.4% | 10,735 | $424.46K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Sell | -10,428 | -38.6% | 16,606 | $656.59K | Q2 2026 | Aug 14, 2026 |
| Vance Wealth, Llc | Buy | +8,376 | +3.7% | 235,682 | $9.32M | Q2 2026 | Aug 14, 2026 |
| Aire Advisors, Llc | Sell | -7,072 | -13.0% | 47,250 | $1.87M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +6,405 | — | 6,405 | $253.25K | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | Buy | +6,140 | +23.0% | 32,891 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +6,104 | — | 6,104 | $252.34K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DFLV activity
Which institutional owners are buying DFLV?
Institutional owners buying DFLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFLV activity?
"Buy" means an investor increased their reported position in DFLV compared to the prior reporting period. This reflects growing exposure to DIM US LARGE CAP VALUE ETF (DFLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFLV increasing?
Institutional interest in DFLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.