EIA
DFLV icon

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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Eldridge Investment Advisors's DFLV Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 118% in Q1 2026, buying an estimated $1.82M and bringing the position to 93,620 shares worth $3.34M. The position accounts for 0.73% of the portfolio, ranked #33.

Eldridge Investment Advisors first reported a position in DFLV in Q1 2024 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Eldridge Investment Advisors held 93,620 shares of Dimensional US Large Cap Value ETF worth $3.34M as of Q1 2026.
  • Eldridge Investment Advisors bought 50,595 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.82M.
  • Dimensional US Large Cap Value ETF made up 0.73% of Eldridge Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.