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DFLV icon

EnRich Financial Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

EnRich Financial Partners’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 		$33.7M Sell
852,592
-55,590
-6% -$2.13M 8.01% 4
2026
Q1 		$32.4M Sell
908,182
-25,864
-3% -$932K 8.6% 4
2025
Q4 		$32M Sell
934,046
-5,127
-0.5% -$171K 8.71% 3
2025
Q3 		$30.9M Buy
939,173
+1,558
+0.2% +$49.8K 8.79% 3
2025
Q2 		$29.1M Sell
937,615
-27,154
-3% -$804K 8.93% 3
2025
Q1 		$29.5M Sell
964,769
-7,085
-0.7% -$219K 9.9% 2
2024
Q4 		$29.2M Sell
971,854
-5,876
-0.6% -$184K 9.72% 2
2024
Q3 		$30.1M Buy
977,730
+17,686
+2% +$527K 10.06% 2
2024
Q2 		$27.8M Buy
960,044
+6,263
+0.7% +$182K 10.18% 2
2024
Q1 		$28.6M Buy
953,781
+38,469
+4% +$1.07M 10.71% 1
2023
Q4 		$24.8M Buy
+915,312
New +$23M 10.33% 2

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

EnRich Financial Partners's DFLV Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.1% in Q2 2026, selling an estimated $2.13M and leaving 852,592 shares worth $33.7M. The position accounts for 8.01% of the portfolio, ranked #4.

EnRich Financial Partners first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • EnRich Financial Partners held 852,592 shares of Dimensional US Large Cap Value ETF worth $33.7M as of Q2 2026.
  • EnRich Financial Partners sold 55,590 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.13M.
  • Dimensional US Large Cap Value ETF made up 8.01% of EnRich Financial Partners's portfolio in Q2 2026, its #4 holding.
  • EnRich Financial Partners first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.