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DFLV icon

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

Ancora 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
Q1 		– Sell
-1,850
Closed -$63.3K – 2438
2025
Q4 		$63.3K Hold
1,850
– – ﹤0.01% 1069
2025
Q3 		$60.9K Hold
1,850
– – ﹤0.01% 988
2025
Q2 		$57.4K Hold
1,850
– – ﹤0.01% 995
2025
Q1 		$56.6K Hold
1,850
– – ﹤0.01% 991
2024
Q4 		$55.6K Hold
1,850
– – ﹤0.01% 979
2024
Q3 		$57K Hold
1,850
– – ﹤0.01% 958
2024
Q2 		$53.5K Hold
1,850
– – ﹤0.01% 929
2024
Q1 		$55.5K Hold
1,850
– – ﹤0.01% 937
2023
Q4 		$50K Hold
1,850
– – ﹤0.01% 946
2023
Q3 		$45.9K Hold
1,850
– – ﹤0.01% 930
2023
Q2 		$47K Hold
1,850
– – ﹤0.01% 919
2023
Q1 		$45.5K Buy
+1,850
New +$46.5K ﹤0.01% 933

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

Ancora Advisors's DFLV Position: Q1 2026 in Review

Ancora Advisors sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 1,850 shares — an estimated $63.3K sold.

Ancora Advisors first reported a position in DFLV in Q1 2023 and held it in 12 quarters. The position peaked at $63.3K in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Ancora Advisors reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 1,850 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $63.3K.
  • Ancora Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and held it in 12 quarters.
  • Ancora Advisors's Dimensional US Large Cap Value ETF position peaked at $63.3K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.