DIM US LARGE CAP VALUE ETF (DFLV) Institutional Shareholders
DIM US LARGE CAP VALUE ETF (DFLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.99B in DFLV holdings during the latest filing period.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DFLV tracked by InsiderSet, reporting ownership valued at approximately $736.44M in its March 31, 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 $838.93M, representing an estimated gain of +13.92% 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, Corient Private Wealth Llc, Root Financial Partners, Llc, 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
384
Total Reported Value
$4.99B
Largest Holder
Savant Capital, Llc
Largest Position
$736.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 3.56% | 20,622,687 | $736,436,144 | $838,930,907 | +$102,494,763 | +13.92% | |
| Corient Private Wealth Llc | 0.35% | 6,770,021 | $241,610,295 | $275,404,454 | +$33,794,159 | +13.99% | |
| Root Financial Partners, Llc | 7.24% | 4,713,950 | $186,389,578 | $191,763,486 | +$5,373,908 | +2.88% | |
| Coldstream Capital Management Inc | 2.02% | 4,591,120 | $163,948,909 | $186,766,762 | +$22,817,853 | +13.92% | |
| Foster Group, Inc. | 4.21% | 4,003,590 | $158,301,943 | $162,866,041 | +$4,564,098 | +2.88% | |
| Truepoint, Inc. | 2.76% | 3,343,050 | $132,184,206 | $135,995,274 | +$3,811,068 | +2.88% | |
| Cetera Investment Advisers | 0.14% | 3,667,210 | $130,956,058 | $149,182,103 | +$18,226,045 | +13.92% | |
| Mosaic Family Wealth Partners, Llc | 10.95% | 2,995,202 | $106,958,665 | $121,844,817 | +$14,886,152 | +13.92% | |
| Ep Wealth Advisors, Llc | 0.49% | 2,793,707 | $99,763,289 | $113,648,001 | +$13,884,712 | +13.92% | |
| Summit Financial Strategies, Inc. | 6.89% | 2,481,330 | $98,111,769 | $100,940,504 | +$2,828,735 | +2.88% | |
| Pathstone Holdings, Llc | 0.36% | 2,553,519 | $91,186,187 | $103,877,153 | +$12,690,966 | +13.92% | |
| Vise Technologies, Inc. | 1.73% | 2,580,784 | $88,288,620 | $104,986,293 | +$16,697,673 | +18.91% | |
| Beacon Pointe Advisors, Llc | 0.41% | 2,191,034 | $78,241,831 | $89,131,263 | +$10,889,432 | +13.92% | |
| Cerity Partners Llc | 0.11% | 2,166,874 | $77,379,218 | $88,148,434 | +$10,769,216 | +13.92% | |
| Hightower Advisors, Llc | 0.08% | 2,161,041 | $77,170,665 | $87,911,148 | +$10,740,483 | +13.92% | |
| Dinuzzo Private Wealth, Inc. | 6.88% | 1,758,222 | $69,520,116 | $71,524,471 | +$2,004,355 | +2.88% | |
| Lpl Financial Llc | 0.02% | 1,808,994 | $64,599,163 | $73,589,876 | +$8,990,713 | +13.92% | |
| Apella Capital, Llc | 0.87% | 1,536,111 | $61,260,115 | $62,488,995 | +$1,228,880 | +2.01% | |
| Phillips Financial Management, Llc | 3.95% | 1,363,899 | $53,928,586 | $55,483,411 | +$1,554,825 | +2.88% | |
| Quent Capital, Llc | 3.74% | 1,475,653 | $52,695,577 | $60,029,564 | +$7,333,987 | +13.92% | |
| Bank Of Montreal | 0.02% | 1,463,782 | $52,271,658 | $59,546,652 | +$7,274,994 | +13.92% | |
| Mather Group, Llc. | 0.44% | 1,279,784 | $50,602,645 | $52,061,613 | +$1,458,968 | +2.88% | |
| Index Fund Advisors, Inc. | 2.20% | 1,368,350 | $48,863,775 | $55,664,478 | +$6,800,703 | +13.92% | |
| Exencial Wealth Advisors, Llc | 1.47% | 1,326,979 | $47,386,417 | $53,981,506 | +$6,595,089 | +13.92% | |
| Premier Financial Group | 6.96% | 1,138,949 | $40,882,581 | $46,332,445 | +$5,449,864 | +13.33% | |
| Eclectic Associates Inc | 4.65% | 1,032,580 | $40,828,781 | $42,005,354 | +$1,176,573 | +2.88% | |
| Cwm, Llc | 0.11% | 1,136,931 | $40,599,815 | $46,250,353 | +$5,650,538 | +13.92% | |
| Mariner, Llc | 0.05% | 1,135,924 | $40,563,350 | $46,209,388 | +$5,646,038 | +13.92% | |
| Team Hewins, Llc | 10.12% | 935,378 | $36,984,843 | $38,051,177 | +$1,066,334 | +2.88% | |
| Great Oak Capital Partners, Llc | 7.99% | 922,973 | $36,983,517 | $37,546,542 | +$563,025 | +1.52% | |
| Destiny Wealth Partners, Llc | 3.96% | 1,014,935 | $36,243,330 | $41,287,556 | +$5,044,226 | +13.92% | |
| Tumwater Wealth Management, Llc | 12.97% | 906,834 | $35,856,216 | $36,890,007 | +$1,033,791 | +2.88% | |
| Linscomb Wealth, Inc. | 1.49% | 866,940 | $34,278,794 | $35,267,119 | +$988,325 | +2.88% | |
| Bank Of America Corp | 0.00% | 958,442 | $34,225,964 | $38,989,421 | +$4,763,457 | +13.92% | |
| Enrich Financial Partners Llc | 8.01% | 852,592 | $33,711,493 | $34,683,443 | +$971,950 | +2.88% | |
| Onedigital Investment Advisors Llc | 0.33% | 936,769 | $33,452,022 | $38,107,763 | +$4,655,741 | +13.92% | |
| Diversified Portfolios, Inc. | 2.69% | 916,445 | $32,726,246 | $37,280,983 | +$4,554,737 | +13.92% | |
| Acropolis Investment Management, Llc | 1.44% | 906,845 | $32,383,419 | $36,890,455 | +$4,507,036 | +13.92% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 787,192 | $31,487,681 | $32,022,971 | +$535,290 | +1.70% | |
| Tilson Financial Group, Inc. | 8.57% | 788,526 | $31,178,313 | $32,077,238 | +$898,925 | +2.88% | |
| Fort Vancouver Investment Management, Llc | 14.32% | 775,331 | $30,656,588 | $31,540,465 | +$883,877 | +2.88% | |
| Lakeshore Financial Planning, Inc. | 9.76% | 767,113 | $30,331,720 | $31,206,157 | +$874,437 | +2.88% | |
| Wpwealth Llp | 4.51% | 825,675 | $29,484,847 | $33,588,459 | +$4,103,612 | +13.92% | |
| Envestnet Asset Management Inc | 0.01% | 736,899 | $29,136,990 | $29,977,051 | +$840,061 | +2.88% | |
| Acorn Creek Capital Llc | 10.09% | 791,358 | $28,259,380 | $32,192,443 | +$3,933,063 | +13.92% | |
| Raymond James Financial Inc | 0.01% | 784,607 | $28,018,310 | $31,917,813 | +$3,899,503 | +13.92% | |
| Wescott Financial Advisory Group, Llc | 2.39% | 762,244 | $27,219,721 | $31,008,086 | +$3,788,365 | +13.92% | |
| Wealth Architects, Llc | 2.14% | 686,834 | $27,157,451 | $27,940,407 | +$782,956 | +2.88% | |
| Tobias Financial Advisors, Inc. | 3.44% | 691,191 | $24,682,427 | $28,117,650 | +$3,435,223 | +13.92% | |
| Stage Harbor Financial, Llc | 15.80% | 667,183 | $23,825,100 | $27,141,004 | +$3,315,904 | +13.92% |
Frequently asked questions about DFLV
Who owns the most DFLV stock?
The largest holders of DFLV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM US LARGE CAP VALUE ETF (DFLV).
Is DFLV widely held by superinvestors?
Many widely followed stocks like DFLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFLV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.