DI
DFLV icon

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

Disciplined Investors’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 		$3.37M Buy
85,355
+26,346
+45% +$1.01M 1.69% 14
2026
Q1 		$2.11M Buy
59,009
+12,525
+27% +$451K 1.25% 22
2025
Q4 		$1.59M Buy
46,484
+2,018
+5% +$67.2K 1.04% 30
2025
Q3 		$1.46M Sell
44,466
-668
-1% -$21.4K 1.04% 30
2025
Q2 		$1.4M Buy
45,134
+3,185
+8% +$94.3K 1.09% 28
2025
Q1 		$1.28M Buy
41,949
+5,789
+16% +$179K 1.16% 27
2024
Q4 		$1.09M Buy
+36,160
New +$1.13M 1.05% 29

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 $77.5B AUM 28.19% 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

Disciplined Investors's DFLV Position: Q2 2026 in Review

Disciplined Investors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 45% in Q2 2026, buying an estimated $1.01M and bringing the position to 85,355 shares worth $3.37M. The position accounts for 1.69% of the portfolio, ranked #14.

Disciplined Investors first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Disciplined Investors held 85,355 shares of Dimensional US Large Cap Value ETF worth $3.37M as of Q2 2026.
  • Disciplined Investors bought 26,346 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional US Large Cap Value ETF made up 1.69% of Disciplined Investors's portfolio in Q2 2026, its #14 holding.
  • Disciplined Investors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.