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

Advisornet Financial’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	$125K	Hold	3,163	–	–	0.01%	798
2026 Q1	$113K	Hold	3,163	–	–	0.01%	782
2025 Q4	$108K	Hold	3,163	–	–	0.01%	798
2025 Q3	$104K	Hold	3,163	–	–	0.01%	782
2025 Q2	$98.1K	Buy	3,163 +15	+0.5%	+$444	0.01%	775
2025 Q1	$96.2K	Buy	3,148 +13	+0.4%	+$402	0.01%	746
2024 Q4	$94.1K	Buy	3,135 +2,335	+292%	+$73K	0.01%	702
2024 Q3	$24.6K	Hold	800	–	–	﹤0.01%	1127
2024 Q2	$23.1K	Hold	800	–	–	﹤0.01%	1047
2024 Q1	$24K	Hold	800	–	–	﹤0.01%	1024
2023 Q4	$21.6K	Hold	800	–	–	﹤0.01%	1056
2023 Q3	$19.8K	Hold	800	–	–	﹤0.01%	1033
2023 Q2	$20.3K	Hold	800	–	–	﹤0.01%	1088
2023 Q1	$19.7K	Buy	+800	New	+$20.1K	﹤0.01%	1082

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Advisornet Financial's DFLV Position: Q2 2026 in Review

Advisornet Financial held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 3,163 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #798.

Advisornet Financial first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Advisornet Financial held 3,163 shares of Dimensional US Large Cap Value ETF worth $125K as of Q2 2026.
Advisornet Financial left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #798 holding.
Advisornet Financial first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.