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Eldridge Investment Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Eldridge Investment Advisors’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 		$1.19M Sell
30,008
-63,612
-68% -$2.44M 0.24% 68
2026
Q1 		$3.34M Buy
93,620
+50,595
+118% +$1.82M 0.73% 33
2025
Q4 		$1.47M Buy
+43,025
New +$1.43M 0.32% 56
2024
Q2 		– Sell
-67,643
Closed -$2.03M – 141
2024
Q1 		$2.03M Buy
+67,643
New +$1.89M 0.52% 42

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

Eldridge Investment Advisors's DFLV Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 68% in Q2 2026, selling an estimated $2.44M and leaving 30,008 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #68.

Eldridge Investment Advisors first reported a position in DFLV in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.34M in Q1 2026. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Eldridge Investment Advisors held 30,008 shares of Dimensional US Large Cap Value ETF worth $1.19M as of Q2 2026.
  • Eldridge Investment Advisors sold 63,612 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.44M.
  • Dimensional US Large Cap Value ETF made up 0.24% of Eldridge Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
  • Eldridge Investment Advisors's Dimensional US Large Cap Value ETF position peaked at $3.34M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.