Who Owns Dimensional ETF Trust Dimensional US Large Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional ETF Trust Dimensional US Large Cap Value ETF.
Who crossed 5% of DFLV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCUS LARG VALU ETF2M shadded | $80M |
| ECLECTIC ASSOCIATES INC /ADVUS LARG VALU ETF1.3M shadded | $51.5M |
| Acropolis Investment Management, LLCUS LARG VALU ETF916.8K shadded | $36.8M |
| Trinity Financial Advisors LLCUS LARGE CAP VAL469.5K shtrimmed | $18.9M |
| BOS Asset Management, LLCUS LARG VALU ETF400.1K shadded | $16.1M |
| Farther Finance Advisors, LLCETF229.7K shadded | $9.2M |
| Sprinkle Financial Consultants LLCUS LARG VALU ETF125K shadded | $5M |
| Apeiron RIA LLCUS LARG VALU ETF116K shadded | $4.7M |
| COLLECTIVE FAMILY OFFICE LLCUS LARG VALU ETF113.5K shadded | $4.6M |
| Avidian Wealth Enterprises, LLCUS LARG VALU ETF107K shtrimmed | $4.3M |
| Factor Wealth Management LTDUS LARG VALU ETF63.4K shtrimmed | $2.5M |
| Emprise BankEquities32.2K shtrimmed | $1.3M |
| EASTERN BANKUS LARG VALU ETF15.8K shheld | $633.2K |
| CogentBlue Wealth Advisors, LLCUS LARG VALU ETF13.2K shtrimmed | $531.3K |
| Financial Symmetry IncCOM9.9K sh— | $398.8K |
| Everhart Financial Group, Inc.US LARG VALU ETF9.1K shadded | $364.2K |
| Pioneer Wealth Management GroupUS LARG VALU ETF6.3K shheld | $252.1K |
| Wedmont Private CapitalUS LARG VALU ETF5.8K sh— | $235.9K |
| Balefire, LLCUS LARG VALU ETF5.8K shheld | $233.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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