AF
DFLV icon

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return