Avantax Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
Other funds holding DFLV
Avantax Advisory Services's DFLV Position: Q2 2025 in Review
Avantax Advisory Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q2 2025, buying an estimated $1.39M and bringing the position to 1,773,795 shares worth $55M. The position accounts for 0.3% of the portfolio, ranked #49.
Avantax Advisory Services first reported a position in DFLV in Q4 2023 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.
- Avantax Advisory Services held 1,773,795 shares of Dimensional US Large Cap Value ETF worth $55M as of Q2 2025.
- Avantax Advisory Services bought 47,079 Dimensional US Large Cap Value ETF shares in Q2 2025, an estimated $1.39M.
- Dimensional US Large Cap Value ETF made up 0.3% of Avantax Advisory Services's portfolio in Q2 2025, its #49 holding.
- Avantax Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
- 296 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.