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 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

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Dynamic Advisor Solutions's DFLV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Dimensional US Large Cap Value ETF (DFLV) stake by 13% in Q2 2026, buying an estimated $43.2K and bringing the position to 10,135 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #751.

Dynamic Advisor Solutions first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.97M in Q4 2024. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Dynamic Advisor Solutions held 10,135 shares of Dimensional US Large Cap Value ETF worth $401K as of Q2 2026.
Dynamic Advisor Solutions bought 1,129 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $43.2K.
Dimensional US Large Cap Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #751 holding.
Dynamic Advisor Solutions first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Dynamic Advisor Solutions's Dimensional US Large Cap Value ETF position peaked at $5.97M in Q4 2024.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.