Aire Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Aire Advisors’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	$1.87M	Sell	47,250 -7,072	-13%	-$271K	0.3%	62
2026 Q1	$1.94M	Sell	54,322 -771	-1%	-$27.8K	0.35%	56
2025 Q4	$1.88M	Buy	55,093 +79	+0.1%	+$2.63K	0.34%	55
2025 Q3	$1.81M	Buy	55,014 +8	+0%	+$256	0.33%	60
2025 Q2	$1.71M	Buy	55,006 +30,011	+120%	+$889K	0.33%	59
2025 Q1	$764K	Buy	24,995 +1,792	+8%	+$55.4K	0.16%	81
2024 Q4	$697K	Buy	23,203 +24	+0.1%	+$751	0.14%	90
2024 Q3	$714K	Buy	23,179 +3,524	+18%	+$105K	0.16%	79
2024 Q2	$568K	Buy	19,655 +393	+2%	+$11.4K	0.13%	87
2024 Q1	$578K	Buy	19,262 +10	+0.1%	+$279	0.13%	89
2023 Q4	$521K	Buy	19,252 +5,497	+40%	+$138K	0.13%	88
2023 Q3	$341K	Hold	13,755	–	–	0.09%	99
2023 Q2	$349K	Hold	13,755	–	–	0.09%	100
2023 Q1	$338K	Buy	+13,755	New	+$346K	0.09%	103

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

Aire Advisors's DFLV Position: Q2 2026 in Review

Aire Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 13% in Q2 2026, selling an estimated $271K and leaving 47,250 shares worth $1.87M. The position accounts for 0.3% of the portfolio, ranked #62.

Aire Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.94M in Q1 2026. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Aire Advisors held 47,250 shares of Dimensional US Large Cap Value ETF worth $1.87M as of Q2 2026.
Aire Advisors sold 7,072 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $271K.
Dimensional US Large Cap Value ETF made up 0.3% of Aire Advisors's portfolio in Q2 2026, its #62 holding.
Aire Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Aire Advisors's Dimensional US Large Cap Value ETF position peaked at $1.94M in Q1 2026.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.