Emprise Bank’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Emprise Bank’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	$1.28M	Hold	32,248	–	–	0.47%	33
2026 Q1	$1.15M	Sell	32,248 -1,547	-5%	-$55.7K	0.46%	36
2025 Q4	$1.16M	Sell	33,795 -150	-0.4%	-$5K	0.48%	38
2025 Q3	$1.12M	Hold	33,945	–	–	0.48%	37
2025 Q2	$1.05M	Sell	33,945 -547	-2%	-$16.2K	0.51%	36
2025 Q1	$1.05M	Sell	34,492 -4,080	-11%	-$126K	0.56%	35
2024 Q4	$1.16M	Sell	38,572 -1,184	-3%	-$37K	0.65%	32
2024 Q3	$1.22M	Sell	39,756 -3,610	-8%	-$108K	0.71%	33
2024 Q2	$1.25M	Sell	43,366 -720	-2%	-$20.9K	0.77%	30
2024 Q1	$1.32M	Buy	+44,086	New	+$1.23M	0.89%	33

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Emprise Bank's DFLV Position: Q2 2026 in Review

Emprise Bank held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 32,248 shares worth $1.28M. The position accounts for 0.47% of the portfolio, ranked #33.

Emprise Bank first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2024. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Emprise Bank held 32,248 shares of Dimensional US Large Cap Value ETF worth $1.28M as of Q2 2026.
Emprise Bank left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.47% of Emprise Bank's portfolio in Q2 2026, its #33 holding.
Emprise Bank first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Emprise Bank's Dimensional US Large Cap Value ETF position peaked at $1.32M in Q1 2024.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.