Dynamic Advisor Solutions’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Dynamic Advisor Solutions’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 Q3	$407K	Hold	10,135	–	–	0.01%	716
2026 Q2	$401K	Buy	10,135 +1,129	+13%	+$43.2K	0.01%	751
2026 Q1	$322K	Buy	9,006 +1,964	+28%	+$70.8K	0.01%	787
2025 Q4	$241K	Sell	7,042 -3,874	-35%	-$129K	0.01%	847
2025 Q3	$359K	Hold	10,916	–	–	0.01%	721
2025 Q2	$339K	Buy	+10,916	New	+$323K	0.01%	703
2025 Q1	–	Sell	-198,864	Closed	-$5.97M	–	860
2024 Q4	$5.97M	Buy	+198,864	New	+$6.22M	0.26%	92

Other funds holding DFLV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Dynamic Advisor Solutions's DFLV Position: Q3 2026 in Review

Dynamic Advisor Solutions held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 10,135 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #716.

Dynamic Advisor Solutions first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q4 2024. 92 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Dynamic Advisor Solutions held 10,135 shares of Dimensional US Large Cap Value ETF worth $407K as of Q3 2026.
Dynamic Advisor Solutions left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #716 holding.
Dynamic Advisor Solutions first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Dimensional US Large Cap Value ETF position peaked at $5.97M in Q4 2024.
92 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.