Latest Period
Q1 2026
Security Snapshot
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) Institutional Ownership
CUSIP: 25434V666
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
362
Shares (Excl. Options)
134,636,640
Price
$35.71
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- Security type / class
- Equity / US LARGE CAP VAL
- Symbol
- DFLV
- Reported price per share
- $38.24
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 134,636,640
- Total reported value
- $4,807,132,450
- Portfolio coverage rank
- 0.05%
- Share change
- +14,400,890
- Value change
- +$514,900,073
- Number of holders
- 362
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- DFLV - DIMENSIONAL ETF TRUST - US LARGE CAP VAL is tracked under CUSIP 25434V666.
- 362 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 349 to 362 between Q4 2025 and Q1 2026.
- Reported value moved from $4,143,246,820 to $4,807,132,450.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 362 institutions filings for Q1 2026.
Security key
25434V666
Latest holder period
Q1 2026
13F holders
362
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25434V666:
As of 31 Mar 2026, 362 institutional investors reported holding 134,636,640 shares of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 134,636,640 | $4,807,132,450 | +$514,900,073 | $35.71 | 362 |
| 2025 Q4 | 120,978,947 | $4,143,246,820 | +$239,567,182 | $34.21 | 349 |
| 2025 Q3 | 104,316,376 | $3,429,160,834 | +$532,269,605 | $32.90 | 308 |
| 2025 Q2 | 99,123,522 | $3,077,549,377 | +$359,357,411 | $31.02 | 291 |
| 2025 Q1 | 89,095,812 | $2,717,439,640 | +$323,390,617 | $30.57 | 268 |
| 2024 Q4 | 79,072,815 | $2,374,826,490 | +$298,274,085 | $30.03 | 264 |
| 2024 Q3 | 65,624,082 | $2,021,641,734 | +$268,215,744 | $30.81 | 213 |
| 2024 Q2 | 56,620,119 | $1,640,504,275 | +$320,046,061 | $28.91 | 197 |
| 2024 Q1 | 45,782,275 | $1,366,084,492 | +$219,885,979 | $29.99 | 175 |
| 2023 Q4 | 39,120,183 | $1,058,367,616 | +$167,162,541 | $27.05 | 161 |
| 2023 Q3 | 28,350,420 | $703,805,779 | +$184,696,031 | $24.81 | 120 |
| 2023 Q2 | 19,246,537 | $488,740,604 | +$158,586,168 | $25.40 | 101 |
| 2023 Q1 | 12,987,770 | $319,200,287 | +$162,161,703 | $24.57 | 80 |
| 2022 Q4 | 6,594,817 | $162,546,326 | +$142,483,867 | $24.53 | 38 |