AFAS
DFLV icon

Acorn Financial Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Acorn Financial Advisory Services’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 		$3.44M Buy
86,988
+24,329
+39% +$932K 0.46% 32
2026
Q1 		$2.24M Buy
62,659
+56,251
+878% +$2.03M 0.31% 40
2025
Q4 		$219K Buy
+6,408
New +$213K 0.03% 197

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

Acorn Financial Advisory Services's DFLV Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 39% in Q2 2026, buying an estimated $932K and bringing the position to 86,988 shares worth $3.44M. The position accounts for 0.46% of the portfolio, ranked #32.

Acorn Financial Advisory Services first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Acorn Financial Advisory Services held 86,988 shares of Dimensional US Large Cap Value ETF worth $3.44M as of Q2 2026.
  • Acorn Financial Advisory Services bought 24,329 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $932K.
  • Dimensional US Large Cap Value ETF made up 0.46% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #32 holding.
  • Acorn Financial Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.