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DFLV icon

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
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

ABLE Financial Group's DFLV Position: Q2 2026 in Review

ABLE Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.4% in Q2 2026, selling an estimated $3.94K and leaving 7,205 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #181.

ABLE Financial Group first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • ABLE Financial Group held 7,205 shares of Dimensional US Large Cap Value ETF worth $285K as of Q2 2026.
  • ABLE Financial Group sold 103 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.94K.
  • Dimensional US Large Cap Value ETF made up 0.05% of ABLE Financial Group's portfolio in Q2 2026, its #181 holding.
  • ABLE Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • ABLE Financial Group's Dimensional US Large Cap Value ETF position peaked at $322K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.