EFP
DFLV icon

Envision Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Envision Financial Planning’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 		$3.41M Buy
95,430
+1,005
+1% +$36.2K 1.23% 17
2025
Q4 		$3.23M Buy
94,425
+4,034
+4% +$134K 1.22% 17
2025
Q3 		$2.97M Buy
90,391
+4,107
+5% +$131K 1.26% 16
2025
Q2 		$2.68M Sell
86,284
-11,614
-12% -$344K 1.25% 19
2025
Q1 		$2.99M Buy
97,898
+1,757
+2% +$54.3K 1.53% 18
2024
Q4 		$2.89M Sell
96,141
-236
-0.2% -$7.38K 1.49% 18
2024
Q3 		$2.97M Buy
96,377
+15,846
+20% +$472K 1.56% 19
2024
Q2 		$2.33M Buy
80,531
+5,144
+7% +$150K 1.78% 17
2024
Q1 		$2.26M Buy
75,387
+11,740
+18% +$327K 1.83% 17
2023
Q4 		$1.72M Buy
63,647
+5,472
+9% +$138K 1.51% 19
2023
Q3 		$1.44M Buy
+58,175
New +$1.49M 1.43% 19

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 $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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

Envision Financial Planning's DFLV Position: Q1 2026 in Review

Envision Financial Planning increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.1% in Q1 2026, buying an estimated $36.2K and bringing the position to 95,430 shares worth $3.41M. The position accounts for 1.23% of the portfolio, ranked #17.

Envision Financial Planning first reported a position in DFLV in Q3 2023 and has held it in 11 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Envision Financial Planning held 95,430 shares of Dimensional US Large Cap Value ETF worth $3.41M as of Q1 2026.
  • Envision Financial Planning bought 1,005 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $36.2K.
  • Dimensional US Large Cap Value ETF made up 1.23% of Envision Financial Planning's portfolio in Q1 2026, its #17 holding.
  • Envision Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.