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 Q3	$51.5M	Buy	1,280,833 +248,253	+24%	+$10.2M	5.75%	4
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

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

Eclectic Associates's DFLV Position: Q3 2026 in Review

Eclectic Associates increased its Dimensional US Large Cap Value ETF (DFLV) stake by 24% in Q3 2026, buying an estimated $10.2M and bringing the position to 1,280,833 shares worth $51.5M. The position accounts for 5.75% of the portfolio, ranked #4.

Eclectic Associates first reported a position in DFLV in Q3 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Eclectic Associates held 1,280,833 shares of Dimensional US Large Cap Value ETF worth $51.5M as of Q3 2026.
Eclectic Associates bought 248,253 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $10.2M.
Dimensional US Large Cap Value ETF made up 5.75% of Eclectic Associates's portfolio in Q3 2026, its #4 holding.
Eclectic Associates first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
178 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.