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

Evanson Financial’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 		$24.2M Buy
+611,465
New +$23.4M 1.18% 22

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 $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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Evanson Financial's DFLV Position: Q2 2026 in Review

Evanson Financial opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 611,465 shares worth $24.2M. The stake represents 1.18% of the portfolio and ranks #22 among its holdings.

392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Evanson Financial held 611,465 shares of Dimensional US Large Cap Value ETF worth $24.2M as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Evanson Financial position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 1.18% of Evanson Financial's portfolio in Q2 2026, its #22 holding.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.