DFLV Institutional Ownership & Shareholders
DIM US LARGE CAP VALUE ETF (DFLV) is currently held by 399 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.56B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DFLV tracked by InsiderSet, reporting ownership valued at approximately $1.01B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.07B, representing an estimated gain of +5.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed DFLV value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Vise Technologies, Inc., Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in DIM US LARGE CAP VALUE ETF (DFLV).
This page ranks the largest institutional DFLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
399
Total Reported Value
$5.56B
Largest Holder
Savant Capital, Llc
Largest Position
$1.01B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 2.97% | 25,486,113 | $1,010,789,393 | $1,065,574,385 | +$54,784,992 | +5.42% | |
| Vise Technologies, Inc. | 1.72% | 5,162,450 | $207,375,612 | $215,842,035 | +$8,466,423 | +4.08% | |
| Cetera Investment Advisers | 0.16% | 4,424,238 | $174,934,386 | $184,977,391 | +$10,043,005 | +5.74% | |
| Foster Group, Inc. | 4.19% | 3,838,030 | $154,173,665 | $160,468,034 | +$6,294,369 | +4.08% | |
| Truepoint, Inc. | 2.76% | 3,343,050 | $132,184,206 | $139,772,921 | +$7,588,715 | +5.74% | |
| Corient Private Wealth Llc | 0.18% | 3,318,287 | $131,205,070 | $138,737,579 | +$7,532,509 | +5.74% | |
| Mosaic Family Wealth Partners, Llc | 8.40% | 3,140,205 | $124,166,424 | $131,291,971 | +$7,125,547 | +5.74% | |
| Cerity Partners Llc | 0.14% | 2,877,128 | $113,761,618 | $120,292,722 | +$6,531,104 | +5.74% | |
| Summit Financial Strategies, Inc. | 7.52% | 2,699,514 | $108,439,472 | $112,866,680 | +$4,427,208 | +4.08% | |
| Ep Wealth Advisors, Llc | 0.41% | 2,732,777 | $108,053,989 | $114,257,406 | +$6,203,417 | +5.74% | |
| Coldstream Capital Management Inc | 1.16% | 2,337,885 | $92,439,989 | $97,746,972 | +$5,306,983 | +5.74% | |
| Beacon Pointe Advisors, Llc | 0.43% | 2,312,335 | $91,429,709 | $96,678,726 | +$5,249,017 | +5.74% | |
| Pathstone Holdings, Llc | 0.36% | 2,553,519 | $91,186,187 | $106,762,629 | +$15,576,442 | +17.08% | |
| Apella Capital, Llc | 1.02% | 1,975,047 | $80,048,670 | $82,576,715 | +$2,528,045 | +3.16% | |
| Lpl Financial Llc | 0.02% | 1,908,901 | $75,477,954 | $79,811,151 | +$4,333,197 | +5.74% | |
| Dinuzzo Private Wealth, Inc. | 6.99% | 1,750,198 | $70,305,459 | $73,175,778 | +$2,870,319 | +4.08% | |
| Bank Of Montreal | 0.02% | 1,567,008 | $61,959,491 | $65,516,604 | +$3,557,113 | +5.74% | |
| Quent Capital, Llc | 3.73% | 1,534,807 | $60,686,287 | $64,170,281 | +$3,483,994 | +5.74% | |
| Phillips Financial Management, Llc | 4.42% | 1,436,766 | $57,714,891 | $60,071,186 | +$2,356,295 | +4.08% | |
| Index Fund Advisors, Inc. | 2.27% | 1,446,042 | $57,176,496 | $60,459,016 | +$3,282,520 | +5.74% | |
| Eclectic Associates Inc | 5.75% | 1,280,833 | $51,452,052 | $53,551,628 | +$2,099,576 | +4.08% | |
| Family Investment Center, Inc. | 8.45% | 1,274,790 | $51,208,327 | $53,298,970 | +$2,090,643 | +4.08% | |
| Mather Group, Llc. | 0.42% | 1,224,452 | $49,186,232 | $51,194,338 | +$2,008,106 | +4.08% | |
| Exencial Wealth Advisors, Llc | 1.47% | 1,326,979 | $47,386,417 | $55,480,992 | +$8,094,575 | +17.08% | |
| Premier Financial Group | 9.05% | 1,138,364 | $45,010,904 | $47,594,999 | +$2,584,095 | +5.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 1,075,599 | $43,852,153 | $44,970,794 | +$1,118,641 | +2.55% | |
| Mariner, Llc | 0.04% | 1,077,734 | $42,613,987 | $45,060,059 | +$2,446,072 | +5.74% | |
| Two Sigma Investments, Lp | 0.03% | 1,056,800 | $41,785,872 | $44,184,808 | +$2,398,936 | +5.74% | |
| Cwm, Llc | 0.11% | 1,136,931 | $40,599,815 | $47,535,085 | +$6,935,270 | +17.08% | |
| Diversified Portfolios, Inc. | 2.94% | 1,024,846 | $40,522,425 | $42,848,811 | +$2,326,386 | +5.74% | |
| Bank Of America Corp | 0.00% | 1,024,753 | $40,518,716 | $42,844,923 | +$2,326,207 | +5.74% | |
| Destiny Wealth Partners, Llc | 5.67% | 988,557 | $40,214,499 | $41,331,568 | +$1,117,069 | +2.78% | |
| Mckinley Carter Wealth Services, Inc. | 1.99% | 969,757 | $38,955,155 | $40,545,540 | +$1,590,385 | +4.08% | |
| Team Hewins, Llc | 10.12% | 935,378 | $36,984,843 | $39,108,154 | +$2,123,311 | +5.74% | |
| Great Oak Capital Partners, Llc | 7.99% | 922,973 | $36,983,517 | $38,589,501 | +$1,605,984 | +4.34% | |
| Acropolis Investment Management, Llc | 1.48% | 916,824 | $36,828,831 | $38,332,411 | +$1,503,580 | +4.08% | |
| Onedigital Investment Advisors Llc | 0.31% | 923,950 | $36,532,987 | $38,630,350 | +$2,097,363 | +5.74% | |
| Raymond James Financial Inc | 0.01% | 920,376 | $36,391,644 | $38,480,921 | +$2,089,277 | +5.74% | |
| Tumwater Wealth Management, Llc | 12.97% | 906,834 | $35,856,216 | $37,914,730 | +$2,058,514 | +5.74% | |
| Linscomb Wealth, Inc. | 1.49% | 866,940 | $34,278,794 | $36,246,761 | +$1,967,967 | +5.74% | |
| Enrich Financial Partners Llc | 8.07% | 834,876 | $33,536,966 | $34,906,166 | +$1,369,200 | +4.08% | |
| Betterment Llc | 0.06% | 843,473 | $33,351,000 | $35,265,606 | +$1,914,606 | +5.74% | |
| Wescott Financial Advisory Group, Llc | 2.46% | 802,407 | $31,727,179 | $33,548,637 | +$1,821,458 | +5.74% | |
| Tilson Financial Group, Inc. | 8.57% | 788,526 | $31,178,313 | $32,968,272 | +$1,789,959 | +5.74% | |
| Lakeshore Financial Planning, Inc. | 9.60% | 770,614 | $30,955,568 | $32,219,371 | +$1,263,803 | +4.08% | |
| Fort Vancouver Investment Management, Llc | 14.32% | 775,331 | $30,656,588 | $32,416,589 | +$1,760,001 | +5.74% | |
| Wpwealth Llp | 4.43% | 754,491 | $29,832,571 | $31,545,269 | +$1,712,698 | +5.74% | |
| Acorn Creek Capital Llc | 9.88% | 747,506 | $29,556,395 | $31,253,226 | +$1,696,831 | +5.74% | |
| Envestnet Asset Management Inc | 0.01% | 736,899 | $29,136,990 | $30,809,747 | +$1,672,757 | +5.74% | |
| Tobias Financial Advisors, Inc. | 3.59% | 715,031 | $28,272,326 | $29,895,446 | +$1,623,120 | +5.74% |
Frequently asked questions about DFLV
Who are the largest institutional holders of DFLV?
The largest institutional holders of DFLV reported in the latest SEC Form 13F filings include Savant Capital, Llc, Vise Technologies, Inc., Cetera Investment Advisers, Foster Group, Inc., and Truepoint, Inc.. InsiderSet ranks institutional holders by their latest reported DFLV position.
What is DFLV institutional ownership?
This page tracks DFLV positions reported by institutional investment managers through SEC Form 13F. DIM US LARGE CAP VALUE ETF (DFLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFLV?
InsiderSet currently tracks 399 institutional managers reporting DFLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFLV shareholders.
How much DFLV stock do institutions own?
Institutional investment managers disclosed approximately $5.56B in DFLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFLV institutional ownership last updated?
The latest DFLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFLV position after the reporting date.
Are institutions buying or selling DFLV?
Institutional buying and selling can be analyzed by comparing DFLV positions across consecutive 13F reporting periods. InsiderSet's DFLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFLV ownership changes.
How has DFLV institutional ownership changed over time?
InsiderSet tracks DFLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.