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BFSG LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

BFSG LLC’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 		$8.31M Buy
210,183
+8,038
+4% +$308K 0.74% 34
2026
Q1 		$7.22M Buy
202,145
+35,630
+21% +$1.28M 0.68% 41
2025
Q4 		$5.7M Buy
166,515
+37,499
+29% +$1.25M 0.55% 57
2025
Q3 		$4.24M Buy
129,016
+15,939
+14% +$510K 0.41% 80
2025
Q2 		$3.51M Buy
113,077
+3,452
+3% +$102K 0.39% 85
2025
Q1 		$3.35M Buy
109,625
+14,513
+15% +$448K 0.41% 87
2024
Q4 		$2.86M Buy
95,112
+639
+0.7% +$20K 0.33% 100
2024
Q3 		$2.91M Buy
94,473
+22,143
+31% +$660K 0.34% 96
2024
Q2 		$2.09M Buy
72,330
+6,377
+10% +$185K 0.26% 107
2024
Q1 		$1.98M Buy
65,953
+5,654
+9% +$158K 0.26% 108
2023
Q4 		$1.63M Buy
+60,299
New +$1.52M 0.24% 116

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 $72.2B AUM 27.85% 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

BFSG LLC's DFLV Position: Q2 2026 in Review

BFSG LLC increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4% in Q2 2026, buying an estimated $308K and bringing the position to 210,183 shares worth $8.31M. The position accounts for 0.74% of the portfolio, ranked #34.

BFSG LLC first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • BFSG LLC held 210,183 shares of Dimensional US Large Cap Value ETF worth $8.31M as of Q2 2026.
  • BFSG LLC bought 8,038 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $308K.
  • Dimensional US Large Cap Value ETF made up 0.74% of BFSG LLC's portfolio in Q2 2026, its #34 holding.
  • BFSG LLC first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.