AssetMark Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

AssetMark Inc’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 Q3	$562	Buy	+14	New	+$575	﹤0.01%	3373

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

AssetMark Inc's DFLV Position: Q3 2026 in Review

AssetMark Inc opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2026: 14 shares worth $562. The stake represents ﹤0.01% of the portfolio and ranks #3373 among its holdings.

250 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

AssetMark Inc held 14 shares of Dimensional US Large Cap Value ETF worth $562 as of Q3 2026.
Dimensional US Large Cap Value ETF was a new AssetMark Inc position in Q3 2026.
Dimensional US Large Cap Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3373 holding.
250 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.