ABLE Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

ABLE Financial Group’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$281K	Sell	7,005 -200	-3%	-$8.21K	0.04%	188
2026 Q2	$285K	Sell	7,205 -103	-1%	-$3.94K	0.05%	181
2026 Q1	$261K	Sell	7,308 -597	-8%	-$21.5K	0.05%	178
2025 Q4	$270K	Buy	7,905 +176	+2%	+$5.86K	0.05%	174
2025 Q3	$254K	Sell	7,729 -2,662	-26%	-$85.2K	0.06%	179
2025 Q2	$322K	Buy	+10,391	New	+$308K	0.08%	151

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ABLE Financial Group's DFLV Position: Q3 2026 in Review

ABLE Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.8% in Q3 2026, selling an estimated $8.21K and leaving 7,005 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #188.

ABLE Financial Group first reported a position in DFLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $322K in Q2 2025. 130 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

ABLE Financial Group held 7,005 shares of Dimensional US Large Cap Value ETF worth $281K as of Q3 2026.
ABLE Financial Group sold 200 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $8.21K.
Dimensional US Large Cap Value ETF made up 0.04% of ABLE Financial Group's portfolio in Q3 2026, its #188 holding.
ABLE Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
ABLE Financial Group's Dimensional US Large Cap Value ETF position peaked at $322K in Q2 2025.
130 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.