Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V666US LARGE CAP VALDFLVQ1 2026
Institutional Holders
364
13F filers
Shares Held
134.87M
Aggregate institutional
Institutional Value
$4.76B
Q1 2026
Net New Holders
+19
45 new · 26 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions45
Increased200
Decreased86
Sold out26
Institutional Holders
364 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 20.62M | $736.44M | +3.13M | Added |
| 2 | Corient Private Wealth LLC | 6.77M | $241.61M | +506.5K | Added |
| 3 | Coldstream Capital Management Inc | 4.59M | $163.95M | +150.5K | Added |
| 4 | Foster Group, Inc. | 4.06M | $144.96M | −83.9K | Reduced |
| 5 | Cetera Investment Advisers | 3.67M | $130.96M | +1.35M | Added |
| 6 | Truepoint, Inc. | 3.59M | $128.05M | +175.3K | Added |
| 7 | Root Financial Partners, LLC | 3.14M | $112.27M | +399.7K | Added |
| 8 | Mosaic Family Wealth Partners, LLC | 3.00M | $106.96M | +37.4K | Added |
| 9 | Ep Wealth Advisors, LLC | 2.79M | $99.76M | −333.2K | Reduced |
| 10 | Pathstone Holdings, LLC | 2.55M | $91.19M | −5.6K | Reduced |
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