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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

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

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. 394 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.
  • 394 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.