DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

DFLV

Dimensional US Large Cap Value

390 institutions still hold Dimensional US Large Cap Value as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434v666·390 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 6.6%

vs prior quarter

13F value held

$2.7B

68.0% inst. owned

of float

Holders

390

+102 QoQ

filers reporting

Activity

+76 / −82

+936 added · −807 reduced

this quarter

Concentration

27.74%

Savant Capital, LLC #1

top holder share

AI Holders Summary · Q1 2026

390 institutions reported DFLV in Q1 2026. Savant Capital, LLC leads at 27.7% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Savant Capital, LLC

$736M20.6M3.56%Q1 2026 02

Corient Private Wealth LLC

$242M6.8M0.35%Q1 2026 03

COLDSTREAM CAPITAL MANAGEMENT INC

$164M4.6M2.02%Q1 2026 04

Foster Group, Inc.

$145M4.1M4.31%Q1 2026 05

Cetera Investment Advisers

$131M3.7M0.14%Q1 2026 06

Truepoint, Inc.

$128M3.6M2.86%Q1 2026 07

Root Financial Partners, LLC

$112M3.1M5.19%Q1 2026 08

MOSAIC FAMILY WEALTH PARTNERS, LLC

$107M3.0M10.95%Q1 2026 09

EP Wealth Advisors, LLC

$100M2.8M0.49%Q1 2026 10

Pathstone Holdings, LLC

$91M2.6M0.36%Q1 2026 11

Vise Technologies, Inc.

$88M2.6M1.73%Q1 2026 12

Summit Financial Strategies, Inc.

$86M2.4M6.78%Q1 2026 13

Beacon Pointe Advisors, LLC

$78M2.2M0.41%Q1 2026 14

Cerity Partners LLC

$77M2.2M0.11%Q1 2026 15

HighTower Advisors, LLC

$77M2.2M0.08%Q1 2026 16

LPL Financial LLC

$65M1.8M0.02%Q1 2026 17

DiNuzzo Private Wealth, Inc.

$64M1.8M6.94%Q1 2026 18

AVANTAX ADVISORY SERVICES, INC.

$55M1.8M0.30%Q2 2025 19

Apella Capital, LLC

$55M1.5M0.81%Q1 2026 20

Quent Capital, LLC

$53M1.5M3.74%Q1 2026

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