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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+12,967+111.6%24,585$972.09KQ2 2026Sep 18, 2026
Security National Bank Of So DakBuy+1,310+15.2%9,955$393.62KQ2 2026Sep 18, 2026
Corient Private Wealth LlcSell-3,451,734-51.0%3,318,287$131.21MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+23,840+3.4%715,031$28.27MQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+296,047+77.8%676,365$26.74MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+121,301+5.5%2,312,335$91.43MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+1,027+8.3%13,349$527.84KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-1,814-3.5%50,004$1.98MQ2 2026Aug 17, 2026
Coldstream Capital Management IncSell-2,253,235-49.1%2,337,885$92.44MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+1,056,8001,056,800$41.79MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+710,254+32.8%2,877,128$113.76MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+135,769+17.3%920,376$36.39MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+66,311+6.9%1,024,753$40.52MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-47,108-29.8%111,093$4.39MQ2 2026Aug 14, 2026
Betterment LlcBuy+32,303+4.0%843,473$33.35MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+29,870+14.0%243,503$9.63MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-25,256-25.4%74,201$2.93MQ2 2026Aug 14, 2026
Monograph Wealth Advisors, LlcBuy+23,195+7.9%318,423$12.59MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+23,181+5.2%464,937$18.38MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+18,77518,775$742.36KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-17,485-11.9%130,049$5.14MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+14,520+15.2%109,950$4.35MQ2 2026Aug 14, 2026
Elevate Wealth Advisory, IncBuy+13,320+9.4%154,974$6.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+10,575+6609.4%10,735$424.46KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcSell-10,428-38.6%16,606$656.59KQ2 2026Aug 14, 2026
Vance Wealth, LlcBuy+8,376+3.7%235,682$9.32MQ2 2026Aug 14, 2026
Aire Advisors, LlcSell-7,072-13.0%47,250$1.87MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+6,4056,405$253.25KQ2 2026Aug 14, 2026
Forum Finance Group S.A.Buy+6,140+23.0%32,891$1.05MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+6,1046,104$252.34KQ2 2026Aug 14, 2026
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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.