Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US LARGE CAP VAL
-
Total 13F shares
-
43,648,938
-
Share change
-
+3,867,208
-
Total reported value
-
$1,497,624,801
-
Price per share
-
$34.21
-
Number of holders
-
185
-
Value change
-
+$132,689,127
-
Number of buys
-
125
-
Number of sells
-
43
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q4 2025
As of 31 Dec 2025,
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by
185 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
43,648,938 shares.
The largest 10 holders included
Foster Group, Inc., Summit Financial Strategies, Inc., HighTower Advisors, LLC, DiNuzzo Private Wealth, Inc., PHILLIPS FINANCIAL MANAGEMENT, LLC, Quent Capital, LLC, Apella Capital, LLC, Index Fund Advisors, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and MATHER GROUP, LLC..
This page lists
190
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.