Public ownership evidence

Dimensional US Large Cap Value ETF (DFLV) Ownership Disclosures

Read DFLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional US Large Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
3,318,287
Value (USD)
$131,205,070
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFLV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFLV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-283,318,287$131,205,070None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26715,031$28,272,326None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20676,365$26,743,476None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,312,335$91,429,709None
RB Capital Management, LLC2026-06-302026-08-1913,349$527,839None
Corient Private Wealth LP2026-06-302026-08-183,322,401$131,376,307None
Nalls Sherbakoff Group, LLC2026-06-302026-08-183,089$122,136None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18874$31,198None
Equitable Holdings, Inc.2026-06-302026-08-1850,004$1,977,147None
Forum Finance Group S.A.2026-06-302026-08-1532,891$1,051,000None
SEI INVESTMENTS CO2026-06-302026-08-155,533$218,770None
Seneschal Advisors, LLC2026-06-302026-08-1524,840$982,174None
Vantage Point Financial LLC2026-06-302026-08-1583,349$3,295,613None
Mutual Advisors, LLC2026-06-302026-08-156,405$253,248None
Envision Financial Planning, LLC2026-06-302026-08-15109,950$4,347,420None
VANCE WEALTH, LLC2026-06-302026-08-15235,682$9,318,877None
ENTREWEALTH, LLC2026-06-302026-08-156,104$252,339None
AIRE ADVISORS, LLC2026-06-302026-08-1547,250$1,868,255None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-155,915$233,879None
XTX Topco Ltd2026-06-302026-08-155,819$230,083None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-15318,423$12,590,445None
Western Wealth Management, LLC2026-06-302026-08-159,122$360,702None
Qube Research & Technologies Ltd2026-06-302026-08-1574,201$2,933,908None
IFG Advisory, LLC2026-06-302026-08-1518,775$742,363None
OSAIC HOLDINGS, INC.2026-06-302026-08-15115,323$4,559,873None
OSAIC HOLDINGS, INC.2026-06-302026-08-15128,180$5,068,286None
Betterment LLC2026-06-302026-08-15843,473$33,351,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,085$952,321None
Medallion Wealth Advisors, LLC2026-06-302026-08-1552$2,056None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1516,606$656,587None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-15154,974$6,127,687None
Waverly Advisors, LLC2026-06-302026-08-15221,536$8,759,543None
Financial Engines Advisors L.L.C.2026-06-302026-08-15464,937$18,383,609None
Cerity Partners LLC2026-06-302026-08-152,853,504$112,827,519None
Cerity Partners LLC2026-06-302026-08-1523,098$913,301None
Cerity Partners LLC2026-06-302026-08-15526$20,798None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1544,110$1,744,124None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1543,810$1,732,240None
ROYAL BANK OF CANADA2026-06-302026-08-15660$26,000None
ROYAL BANK OF CANADA2026-06-302026-08-1534,985$1,383,000None
ROYAL BANK OF CANADA2026-06-302026-08-1592,310$3,650,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,094$83,000None
Larson Financial Group LLC2026-06-302026-08-15111,093$4,392,612None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-152,337,885$92,439,989None
Dorsey & Whitney Trust CO LLC2026-06-302026-08-1524,732$977,903None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-151,056,800$41,785,872None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15811,707$32,094,875None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15108,669$4,296,769None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,735$424,462None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15603,032$23,843,885None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TOBIAS FINANCIAL ADVISORS, INC. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗RB Capital Management, LLC ↗Corient Private Wealth LP ↗Nalls Sherbakoff Group, LLC ↗Nalls Sherbakoff Group, LLC ↗Equitable Holdings, Inc. ↗Forum Finance Group S.A. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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