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DFLV icon

Eclectic Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Eclectic Associates’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 		$40.8M Buy
1,032,580
+362,827
+54% +$13.9M 4.65% 5
2026
Q1 		$23.9M Buy
669,753
+160,954
+32% +$5.8M 3.17% 9
2025
Q4 		$17.4M Buy
508,799
+129,479
+34% +$4.31M 2.71% 10
2025
Q3 		$12.5M Buy
379,320
+130,996
+53% +$4.19M 2.29% 11
2025
Q2 		$7.7M Buy
248,324
+106,879
+76% +$3.16M 1.67% 17
2025
Q1 		$4.32M Buy
141,445
+63,804
+82% +$1.97M 1.16% 23
2024
Q4 		$2.33M Buy
77,641
+47,179
+155% +$1.48M 0.69% 36
2024
Q3 		$938K Buy
+30,462
New +$907K 0.37% 44

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Eclectic Associates's DFLV Position: Q2 2026 in Review

Eclectic Associates increased its Dimensional US Large Cap Value ETF (DFLV) stake by 54% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,032,580 shares worth $40.8M. The position accounts for 4.65% of the portfolio, ranked #5.

Eclectic Associates first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Eclectic Associates held 1,032,580 shares of Dimensional US Large Cap Value ETF worth $40.8M as of Q2 2026.
  • Eclectic Associates bought 362,827 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $13.9M.
  • Dimensional US Large Cap Value ETF made up 4.65% of Eclectic Associates's portfolio in Q2 2026, its #5 holding.
  • Eclectic Associates first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.