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DFLV icon

Clearstead Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Clearstead Advisors’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 		$21.8M Buy
550,562
+18,330
+3% +$702K 0.21% 100
2026
Q1 		$19M Buy
532,232
+531,505
+73,109% +$19.2M 0.17% 108
2025
Q4 		$24.9K Hold
727
– – ﹤0.01% 1649
2025
Q3 		$23.9K Hold
727
– – ﹤0.01% 1564
2025
Q2 		$22.6K Hold
727
– – ﹤0.01% 1573
2025
Q1 		$22.2K Hold
727
– – ﹤0.01% 1401
2024
Q4 		$21.8K Buy
+727
New +$22.7K ﹤0.01% 1358
2024
Q1 		– Sell
-17
Closed -$460 – 1560
2023
Q4 		$460 Buy
+17
New +$428 ﹤0.01% 1465

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

Clearstead Advisors's DFLV Position: Q2 2026 in Review

Clearstead Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.4% in Q2 2026, buying an estimated $702K and bringing the position to 550,562 shares worth $21.8M. The position accounts for 0.21% of the portfolio, ranked #100.

Clearstead Advisors first reported a position in DFLV in Q4 2023 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Clearstead Advisors held 550,562 shares of Dimensional US Large Cap Value ETF worth $21.8M as of Q2 2026.
  • Clearstead Advisors bought 18,330 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $702K.
  • Dimensional US Large Cap Value ETF made up 0.21% of Clearstead Advisors's portfolio in Q2 2026, its #100 holding.
  • Clearstead Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.