Baird Financial Group
DFLV icon

Baird Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Baird Financial Group’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 		$1.14M Buy
28,845
+8,143
+39% +$312K ﹤0.01% 1285
2026
Q1 		$739K Buy
20,702
+12,935
+167% +$466K ﹤0.01% 1354
2025
Q4 		$266K Sell
7,767
-16,994
-69% -$566K ﹤0.01% 1668
2025
Q3 		$815K Buy
+24,761
New +$792K ﹤0.01% 1323

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Baird Financial Group's DFLV Position: Q2 2026 in Review

Baird Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 39% in Q2 2026, buying an estimated $312K and bringing the position to 28,845 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Baird Financial Group first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Baird Financial Group held 28,845 shares of Dimensional US Large Cap Value ETF worth $1.14M as of Q2 2026.
  • Baird Financial Group bought 8,143 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $312K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1285 holding.
  • Baird Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.