DFS
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Dixon Fnancial Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Dixon Fnancial Services’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 		$359K Buy
9,067
+2,246
+33% +$86K 0.15% 34
2026
Q1 		$244K Buy
6,821
+277
+4% +$9.98K 0.11% 39
2025
Q4 		$224K Buy
+6,544
New +$218K 0.1% 42

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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Dixon Fnancial Services's DFLV Position: Q2 2026 in Review

Dixon Fnancial Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 33% in Q2 2026, buying an estimated $86K and bringing the position to 9,067 shares worth $359K. The position accounts for 0.15% of the portfolio, ranked #34.

Dixon Fnancial Services first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Dixon Fnancial Services held 9,067 shares of Dimensional US Large Cap Value ETF worth $359K as of Q2 2026.
  • Dixon Fnancial Services bought 2,246 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $86K.
  • Dimensional US Large Cap Value ETF made up 0.15% of Dixon Fnancial Services's portfolio in Q2 2026, its #34 holding.
  • Dixon Fnancial Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.