EFG
DFLV icon

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

Everest Financial Group’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 		$685K Buy
17,324
+60
+0.3% +$2.3K 0.09% 124
2026
Q1 		$616K Buy
+17,264
New +$622K 0.1% 114

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 27.94% 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

Everest Financial Group's DFLV Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.35% in Q2 2026, buying an estimated $2.3K and bringing the position to 17,324 shares worth $685K. The position accounts for 0.09% of the portfolio, ranked #124.

Everest Financial Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Everest Financial Group held 17,324 shares of Dimensional US Large Cap Value ETF worth $685K as of Q2 2026.
  • Everest Financial Group bought 60 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.3K.
  • Dimensional US Large Cap Value ETF made up 0.09% of Everest Financial Group's portfolio in Q2 2026, its #124 holding.
  • Everest Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.