EQ Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

EQ Wealth 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	$572K	Buy	14,473 +4	+0%	+$153	0.31%	35
2026 Q1	$517K	Sell	14,469 -59	-0.4%	-$2.13K	0.3%	35
2025 Q4	$497K	Sell	14,528 -114	-0.8%	-$3.8K	0.29%	32
2025 Q3	$482K	Sell	14,642 -189	-1%	-$6.05K	0.32%	32
2025 Q2	$460K	Sell	14,831 -133,310	-90%	-$3.95M	0.31%	31
2025 Q1	$4.53M	Buy	148,141 +39,227	+36%	+$1.21M	3.61%	10
2024 Q4	$3.27M	Buy	+108,914	New	+$3.41M	3.14%	11

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 $77.5B AUM 28.19% 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

EQ Wealth Advisors's DFLV Position: Q2 2026 in Review

EQ Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.03% in Q2 2026, buying an estimated $153 and bringing the position to 14,473 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #35.

EQ Wealth Advisors first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53M in Q1 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

EQ Wealth Advisors held 14,473 shares of Dimensional US Large Cap Value ETF worth $572K as of Q2 2026.
EQ Wealth Advisors bought 4 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $153.
Dimensional US Large Cap Value ETF made up 0.31% of EQ Wealth Advisors's portfolio in Q2 2026, its #35 holding.
EQ Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's Dimensional US Large Cap Value ETF position peaked at $4.53M in Q1 2025.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.