EH
DFLV icon

Equitable Holdings’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Equitable Holdings’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 		$1.77M Sell
51,818
-3,692
-7% -$133K 0.01% 777
2025
Q4 		$1.9M Buy
55,510
+421
+0.8% +$14K 0.01% 650
2025
Q3 		$1.81M Buy
55,089
+1,652
+3% +$52.8K 0.01% 650
2025
Q2 		$1.66M Buy
53,437
+14,722
+38% +$436K 0.01% 635
2025
Q1 		$1.18M Buy
38,715
+11,150
+40% +$344K 0.01% 664
2024
Q4 		$828K Sell
27,565
-13,274
-33% -$415K 0.01% 727
2024
Q3 		$1.26M Buy
40,839
+4,805
+13% +$143K 0.01% 611
2024
Q2 		$1.04M Buy
36,034
+9,967
+38% +$290K 0.01% 641
2024
Q1 		$782K Buy
26,067
+3,960
+18% +$110K 0.01% 678
2023
Q4 		$598K Buy
22,107
+13,959
+171% +$351K 0.01% 722
2023
Q3 		$202K Buy
+8,148
New +$209K ﹤0.01% 1006

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

Equitable Holdings's DFLV Position: Q1 2026 in Review

Equitable Holdings reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.7% in Q1 2026, selling an estimated $133K and leaving 51,818 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #777.

Equitable Holdings first reported a position in DFLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Equitable Holdings held 51,818 shares of Dimensional US Large Cap Value ETF worth $1.77M as of Q1 2026.
  • Equitable Holdings sold 3,692 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $133K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #777 holding.
  • Equitable Holdings first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Equitable Holdings's Dimensional US Large Cap Value ETF position peaked at $1.9M in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.