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Disciplined Equity Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Disciplined Equity 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 		$1.34M Hold
33,950
– – 0.59% 26
2026
Q1 		$1.21M Hold
33,950
– – 0.61% 27
2025
Q4 		$1.16M Hold
33,950
– – 0.6% 23
2025
Q3 		$1.12M Buy
+33,950
New +$1.09M 0.61% 27

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Disciplined Equity Management's DFLV Position: Q2 2026 in Review

Disciplined Equity Management held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 33,950 shares worth $1.34M. The position accounts for 0.59% of the portfolio, ranked #26.

Disciplined Equity Management first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Disciplined Equity Management held 33,950 shares of Dimensional US Large Cap Value ETF worth $1.34M as of Q2 2026.
  • Disciplined Equity Management left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.59% of Disciplined Equity Management's portfolio in Q2 2026, its #26 holding.
  • Disciplined Equity Management first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.