DFLV: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
400 institutions reported holding $5.52B of Dimensional Etf Trust on Form 13F (370 the quarter before). 49 opened a new position and 16 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| Savant Capital, LLC | 25,486,113 | $1.01B |
| Root Financial Partners, LLC | 4,713,950 | $186.39M |
| Vise Technologies, Inc. | 4,593,828 | $181.64M |
| Cetera Investment Advisers | 4,424,238 | $174.93M |
| Foster Group, Inc. | 4,003,590 | $158.30M |
| Truepoint, Inc. | 3,343,050 | $132.18M |
| Corient Private Wealth LP | 3,318,287 | $131.21M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,140,205 | $124.17M |
| Cerity Partners LLC | 2,877,128 | $113.76M |
| EP Wealth Advisors, LLC | 2,732,777 | $108.05M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.