BFG
DFLV icon

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

Berger 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 		$1.91M Sell
48,235
-1,462
-3% -$56K 0.1% 160
2026
Q1 		$1.77M Sell
49,697
-1,979
-4% -$71.3K 0.1% 153
2025
Q4 		$1.77M Buy
51,676
+20,739
+67% +$691K 0.1% 153
2025
Q3 		$1.02M Sell
30,937
-544
-2% -$17.4K 0.06% 207
2025
Q2 		$977K Buy
31,481
+296
+0.9% +$8.76K 0.06% 200
2025
Q1 		$953K Buy
31,185
+2,125
+7% +$65.6K 0.07% 192
2024
Q4 		$873K Buy
+29,060
New +$909K 0.06% 188

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
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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Berger Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.9% in Q2 2026, selling an estimated $56K and leaving 48,235 shares worth $1.91M. The position accounts for 0.1% of the portfolio, ranked #160.

Berger Financial Group first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Berger Financial Group held 48,235 shares of Dimensional US Large Cap Value ETF worth $1.91M as of Q2 2026.
  • Berger Financial Group sold 1,462 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $56K.
  • Dimensional US Large Cap Value ETF made up 0.1% of Berger Financial Group's portfolio in Q2 2026, its #160 holding.
  • Berger Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.