DFLV Institutional Ownership Trend

Institutional ownership trends for DIM US LARGE CAP VALUE ETF provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $9.87M in DFLV holdings for the quarter ended March 31, 2026, compared with approximately $12.42M reported during the prior quarter. The number of tracked institutional holders was unchanged during the latest reporting period.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DFLV institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DFLV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in DIM US LARGE CAP VALUE ETF.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$9,871,770276,443
Q3 20252$12,423,962377,628
Q2 20251$1,535,49049,500