Inst. Holders
50 funds
DF
DFLV
DIMENSIONAL ETF TRUST
$40.47 ▲ +0.37%
Prev close $40.3210 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on DFLV right now — valuation, ownership and activity at a glance.
Inst. Value
$2.5B
Inst. Activity
10 buys / 6 sells
SEC Reports
1
Price chart 30d -4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 15, 2026 SEC Short Volume: DFLV — 80.7% short (0.5M / 0.6M)
Short: 506,426 | Exempt: 653 | TRF Vol: 627,289 | Short Ratio: 80.7% | Off-exchange volume (dark poo
Six institutional investors added $17.2M to DFLV positions in Q2 2026, led by Commonwealth Equity Services ($10.0M incre
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
Corient Private Wealth LP — TRIM
3,318,287 shares ($131.2M)
Jun 30, 2026 Inst.
Cerity Partners LLC — ADD
2,877,128 shares ($113.8M)
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: DFLV — 80.7% short (0.5M / 0.6M)
Short: 506,426 | Exempt: 653 | TRF Vol: 627,289 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: DFLV — 67.9% short (0.3M / 0.5M)
Short: 346,058 | Exempt: 0 | TRF Vol: 509,359 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
ftd
FTD: DFLV — 31,639 shares ($1.3M) failed to deliver
Settlement: 20260908, Price: $42.05, FTD Value: $1,330,419.95, DIMENSIONAL ETF TR US LARGE CA
Sep 7, 2026
dark_pool
Dark Pool: DFLV — 0.3M shares, 1,223 trades
Week starting 2026-09-07. Total ATS volume: 259,354 shares across 1,223 trades.
Sep 2, 2026
short_volume
Short Volume: DFLV — 80.6% short (0.6M / 0.8M)
Short: 645,739 | Exempt: 4,688 | TRF Vol: 801,594 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own DFLV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (64,139,224 shares) as of 2026-Q2. Top holders: Savant, Cetera, Corient. Net buying activity: 10 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Savant Capital, LLC | 25,486,113 | $1.0B | 39.8% | — |
| Cetera Investment Advisers | 4,424,238 | $174.9M | 6.9% | ADD +58.0% |
| Corient Private Wealth LP | 3,318,287 | $131.2M | 5.2% | TRIM -51.0% |
| Cerity Partners LLC | 2,877,128 | $113.8M | 4.5% | ADD +32.8% |
| EP Wealth Advisors, LLC | 2,732,777 | $108.1M | 4.3% | — |
| Pathstone Holdings, LLC | 2,586,574 | $102.3M | 4.0% | — |
| Beacon Pointe Advisors, LLC | 2,312,335 | $91.4M | 3.6% | DOUBLED +129.6% |
| HighTower Advisors, LLC | 2,247,684 | $88.9M | 3.5% | — |
| LPL Financial LLC | 1,908,901 | $75.5M | 3.0% | — |
| BANK OF MONTREAL /CAN/ | 1,567,008 | $62.0M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Corient Private Wealth LP | TRIM | 6,770,021 | 3,318,287 | -51.0% | $131.2M |
| Cerity Partners LLC | ADD | 2,166,874 | 2,877,128 | +32.8% | $113.8M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 380,318 | 676,365 | +77.8% | $26.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 271,684 | 497,099 | +83.0% | $19.7M |
| Focus Partners Advisor Solutions, LLC | ADD | 238,540 | 305,126 | +27.9% | $12.1M |
| Farther Finance Advisors, LLC | ADD | 163,392 | 208,322 | +27.5% | $8.2M |
| Arax Advisory Partners | ADD | 101,611 | 147,749 | +45.4% | $5.8M |
| Qube Research & Technologies Ltd | TRIM | 99,457 | 74,201 | -25.4% | $2.9M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 74,900 | 35,400 | -52.7% | $1.4M |
| MORGAN STANLEY | ADD | 26,459 | 33,689 | +27.3% | $1.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DFLV.
Shares short
98,028
Settlement Sep 15, 2026
Change vs prior
-21.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All DFLV filing & press-release reports (1)
- INST-CLUSTER reportAug 15, 2026