AAS
DFLV icon

Avantax Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$55M Buy
1,773,795
+47,079
+3% +$1.39M 0.3% 49
2025
Q1 		$52.8M Buy
1,726,716
+405,783
+31% +$12.5M 0.32% 41
2024
Q4 		$39.7M Buy
1,320,933
+352,704
+36% +$11M 0.25% 55
2024
Q3 		$29.8M Buy
968,229
+172,190
+22% +$5.13M 0.2% 80
2024
Q2 		$23M Buy
796,039
+512,093
+180% +$14.9M 0.16% 98
2024
Q1 		$8.52M Buy
283,946
+242,566
+586% +$6.77M 0.08% 204
2023
Q4 		$1.12M Buy
+41,380
New +$1.04M 0.01% 669

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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. 295 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.
  • 295 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.