Avantax Planning Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Avantax Planning Partners’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 Q3	–	Sell	-133,712	Closed	-$4.15M	–	442
2025 Q2	$4.15M	Hold	133,712	–	–	0.13%	96
2025 Q1	$4.09M	Buy	133,712 +907	+0.7%	+$28K	0.14%	90
2024 Q4	$3.99M	Sell	132,805 -848	-0.6%	-$26.5K	0.14%	92
2024 Q3	$4.12M	Buy	133,653 +346	+0.3%	+$10.3K	0.15%	90
2024 Q2	$3.85M	Hold	133,307	–	–	0.12%	97
2024 Q1	$4M	Buy	+133,307	New	+$3.72M	0.13%	99

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Avantax Planning Partners's DFLV Position: Q3 2025 in Review

Avantax Planning Partners sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2025, closing a stake of 133,712 shares — an estimated $4.15M sold.

Avantax Planning Partners first reported a position in DFLV in Q1 2024 and held it in 6 quarters. The position peaked at $4.15M in Q2 2025. 310 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

Avantax Planning Partners reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 133,712 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $4.15M.
Avantax Planning Partners first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and held it in 6 quarters.
Avantax Planning Partners's Dimensional US Large Cap Value ETF position peaked at $4.15M in Q2 2025.
310 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.