DPI
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Diversified Portfolios Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Diversified Portfolios Inc’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 		$40.5M Buy
1,024,846
+108,401
+12% +$4.15M 2.94% 8
2026
Q1 		$32.7M Buy
916,445
+148,308
+19% +$5.34M 2.69% 8
2025
Q4 		$26.3M Buy
768,137
+30,816
+4% +$1.03M 2.19% 9
2025
Q3 		$24.3M Buy
737,321
+84,768
+13% +$2.71M 2.14% 10
2025
Q2 		$20.2M Buy
652,553
+38,422
+6% +$1.14M 1.93% 14
2025
Q1 		$18.8M Buy
614,131
+72,515
+13% +$2.24M 1.97% 13
2024
Q4 		$16.3M Buy
541,616
+83,703
+18% +$2.62M 1.77% 17
2024
Q3 		$14.1M Buy
457,913
+87,028
+23% +$2.59M 1.59% 18
2024
Q2 		$10.7M Buy
370,885
+152,334
+70% +$4.43M 1.41% 18
2024
Q1 		$6.55M Buy
218,551
+96,372
+79% +$2.69M 0.92% 25
2023
Q4 		$3.3M Buy
122,179
+21,551
+21% +$542K 0.52% 37
2023
Q3 		$2.5M Buy
100,628
+54,539
+118% +$1.4M 0.47% 40
2023
Q2 		$1.17M Buy
+46,089
New +$1.13M 0.23% 53

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

Diversified Portfolios Inc's DFLV Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Dimensional US Large Cap Value ETF (DFLV) stake by 12% in Q2 2026, buying an estimated $4.15M and bringing the position to 1,024,846 shares worth $40.5M. The position accounts for 2.94% of the portfolio, ranked #8.

Diversified Portfolios Inc first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Diversified Portfolios Inc held 1,024,846 shares of Dimensional US Large Cap Value ETF worth $40.5M as of Q2 2026.
  • Diversified Portfolios Inc bought 108,401 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $4.15M.
  • Dimensional US Large Cap Value ETF made up 2.94% of Diversified Portfolios Inc's portfolio in Q2 2026, its #8 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.