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Clark Asset Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Clark Asset Management’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 		$604K Buy
15,270
+4
+0% +$153 0.05% 141
2026
Q1 		$545K Buy
15,266
+4,816
+46% +$174K 0.05% 125
2025
Q4 		$357K Buy
+10,450
New +$348K 0.04% 153
2025
Q2 		– Sell
-15,444
Closed -$472K – 200
2025
Q1 		$472K Hold
15,444
– – 0.08% 89
2024
Q4 		$464K Buy
+15,444
New +$483K 0.09% 76

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

Clark Asset Management's DFLV Position: Q2 2026 in Review

Clark Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.03% in Q2 2026, buying an estimated $153 and bringing the position to 15,270 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #141.

Clark Asset Management first reported a position in DFLV in Q4 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Clark Asset Management held 15,270 shares of Dimensional US Large Cap Value ETF worth $604K as of Q2 2026.
  • Clark Asset Management bought 4 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $153.
  • Dimensional US Large Cap Value ETF made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #141 holding.
  • Clark Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.