DFLV · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFLV)
Who is buying and selling DFLV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 178
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFLV at a glance
- No open-market insider purchases or sales of DFLV were filed in the last 90 days.
- 178 13F filers hold DFLV among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Stage Harbor Financial, LLC (16.1%), Fort Vancouver Investment Management, LLC (14.3%) and Tumwater Wealth Management, LLC (13.0%). In their latest 13Fs, 1 manager opened a new position and 56 added to one.
- No member of Congress has disclosed a trade in DFLV.
DFLV insider trading
No open-market insider purchases or sales of DFLV were filed in the last 90 days.
Who owns DFLV? Hedge funds and superinvestors
178 13F filers hold DFLV among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Stage Harbor Financial, LLC (16.1%), Fort Vancouver Investment Management, LLC (14.3%) and Tumwater Wealth Management, LLC (13.0%). In their latest 13Fs, 1 manager opened a new position and 56 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Savant Capital, LLCWealth manager | 3.0% | $1.0B | 25,486,113 | +23.6% shares | Q2 2026 |
| Root Financial Partners, LLCWealth manager | 7.1% | $209.8M | 5,223,140 | +10.8% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 1.7% | $207.4M | 5,162,450 | +12.4% shares | Q3 2026 |
| Foster Group, Inc.Wealth manager | 4.2% | $154.2M | 3,838,030 | -4.1% shares | Q3 2026 |
| Truepoint, Inc.Wealth manager | 2.8% | $132.2M | 3,343,050 | -6.8% shares | Q2 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 8.4% | $124.2M | 3,140,205 | +4.8% shares | Q2 2026 |
| Summit Financial Strategies, Inc.Wealth manager | 7.5% | $108.4M | 2,699,514 | +8.8% shares | Q3 2026 |
| EP Wealth Advisors, LLCWealth manager | 0.4% | $108.1M | 2,732,777 | -2.2% shares | Q2 2026 |
| Coldstream Capital Management IncWealth manager | 1.2% | $92.4M | 2,337,885 | -49.1% shares | Q2 2026 |
| Apella Capital, LLCWealth manager | 1.0% | $80.0M | 1,975,047 | +28.6% shares | Q3 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 7.0% | $70.3M | 1,750,198 | -0.5% shares | Q3 2026 |
| Quent Capital, LLCWealth manager | 3.7% | $60.7M | 1,534,807 | +4.0% shares | Q2 2026 |
| Phillips Financial Management, LLCWealth manager | 4.4% | $57.7M | 1,436,766 | +5.3% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 2.3% | $57.2M | 1,446,042 | +5.7% shares | Q2 2026 |
| Eclectic Associates Inc /advInvestment manager | 5.8% | $51.5M | 1,280,833 | +24.0% shares | Q3 2026 |
| Family Investment Center, Inc.Wealth manager | 8.4% | $51.2M | 1,274,790 | — | Q3 2026 |
| Mather Group, LLC.Wealth manager | 0.4% | $49.2M | 1,224,452 | -4.3% shares | Q3 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 1.5% | $47.4M | 1,326,979 | +40.3% shares | Q1 2026 |
| Premier Financial GroupWealth manager | 9.1% | $45.0M | 1,138,364 | -0.1% shares | Q2 2026 |
| Diversified Portfolios, Inc.Wealth manager | 2.9% | $40.5M | 1,024,846 | +11.8% shares | Q2 2026 |
| Destiny Wealth Partners, LLCWealth manager | 5.7% | $40.2M | 988,557 | -2.6% shares | Q2 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 2.0% | $39.0M | 969,757 | +186.4% shares | Q3 2026 |
| Team Hewins, LLCWealth manager | 10.1% | $37.0M | 935,378 | -1.0% shares | Q2 2026 |
| Great Oak Capital Partners, LLCWealth manager | 8.0% | $37.0M | 922,973 | +1.0% shares | Q2 2026 |
| Acropolis Investment Management, LLCWealth manager | 1.5% | $36.8M | 916,824 | -0.1% shares | Q3 2026 |
| Tumwater Wealth Management, LLCWealth manager | 13.0% | $35.9M | 906,834 | +1.3% shares | Q2 2026 |
| Linscomb Wealth, Inc.Wealth manager | 1.5% | $34.3M | 866,940 | +3.4% shares | Q2 2026 |
| EnRich Financial Partners LLCWealth manager | 8.1% | $33.5M | 834,876 | -2.1% shares | Q3 2026 |
| Wescott Financial Advisory Group, LLCWealth manager | 2.5% | $31.7M | 802,407 | +5.3% shares | Q2 2026 |
| Tilson Financial Group, Inc.Wealth manager | 8.6% | $31.2M | 788,526 | +0.9% shares | Q2 2026 |
The 30 largest of 178 positions, by value. Each manager counts with its latest 13F (Q3 2026: 96, Q2 2026: 79, Q1 2026: 3). Screen DFLV in the grand portfolio →
DFLV stock trades by members of Congress
No member of Congress has disclosed a trade in DFLV.
DFLV questions and answers
Are insiders buying DFLV stock?
No open-market insider purchases or sales of DFLV were filed in the last 90 days.
Which hedge funds own DFLV?
178 13F filers hold DFLV among their 50 largest positions, worth $4.2B combined. The biggest bets by portfolio weight are Stage Harbor Financial, LLC (16.1%), Fort Vancouver Investment Management, LLC (14.3%) and Tumwater Wealth Management, LLC (13.0%). In their latest 13Fs, 1 manager opened a new position and 56 added to one.
Has Congress traded DFLV?
No member of Congress has disclosed a trade in DFLV.
Who is the largest holder of DFLV?
Among 13F filers, Savant Capital, LLC reports the largest DFLV position, $1.0B (25,486,113 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Stage Harbor Financial, LLC's: 16.1% of its portfolio.
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