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

Approach Retirement 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 		$896K Buy
22,652
+3
+0% +$115 0.65% 32
2026
Q1 		$809K Buy
22,649
+4
+0% +$144 0.67% 31
2025
Q4 		$775K Buy
+22,645
New +$754K 0.67% 32

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Approach Retirement Advisors's DFLV Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.01% in Q2 2026, buying an estimated $115 and bringing the position to 22,652 shares worth $896K. The position accounts for 0.65% of the portfolio, ranked #32.

Approach Retirement Advisors first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Approach Retirement Advisors held 22,652 shares of Dimensional US Large Cap Value ETF worth $896K as of Q2 2026.
  • Approach Retirement Advisors bought 3 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $115.
  • Dimensional US Large Cap Value ETF made up 0.65% of Approach Retirement Advisors's portfolio in Q2 2026, its #32 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.