DFC
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DBK Financial Counsel’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

DBK Financial Counsel’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 		$5.03M Sell
127,313
-1,841
-1% -$70.5K 4.22% 7
2026
Q1 		$4.61M Buy
129,154
+17,515
+16% +$631K 3.49% 9
2025
Q4 		$3.82M Buy
111,639
+27,032
+32% +$901K 2.93% 13
2025
Q3 		$2.78M Buy
84,607
+15,648
+23% +$501K 2.34% 15
2025
Q2 		$2.14M Buy
68,959
+12,775
+23% +$378K 1.93% 19
2025
Q1 		$1.72M Buy
56,184
+1,467
+3% +$45.3K 1.72% 20
2024
Q4 		$1.64M Buy
54,717
+3,028
+6% +$94.7K 1.66% 20
2024
Q3 		$1.59M Buy
51,689
+4,890
+10% +$146K 1.61% 20
2024
Q2 		$1.35M Buy
46,799
+2,594
+6% +$75.5K 1.47% 21
2024
Q1 		$1.33M Buy
44,205
+21,490
+95% +$599K 1.39% 21
2023
Q4 		$614K Buy
22,715
+2,660
+13% +$66.9K 0.71% 31
2023
Q3 		$498K Buy
20,055
+6,360
+46% +$163K 0.65% 33
2023
Q2 		$348K Hold
13,695
– – 0.47% 32
2023
Q1 		$336K Buy
+13,695
New +$344K 0.47% 33

Other funds holding DFLV

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
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

DBK Financial Counsel's DFLV Position: Q2 2026 in Review

DBK Financial Counsel reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.4% in Q2 2026, selling an estimated $70.5K and leaving 127,313 shares worth $5.03M. The position accounts for 4.22% of the portfolio, ranked #7.

DBK Financial Counsel first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 272 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • DBK Financial Counsel held 127,313 shares of Dimensional US Large Cap Value ETF worth $5.03M as of Q2 2026.
  • DBK Financial Counsel sold 1,841 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $70.5K.
  • Dimensional US Large Cap Value ETF made up 4.22% of DBK Financial Counsel's portfolio in Q2 2026, its #7 holding.
  • DBK Financial Counsel first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 272 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.