Farther Finance Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$9.23M Buy
229,719
+21,397
+10% +$878K 0.07% 272
2026
Q2
$8.24M Buy
208,322
+44,930
+27% +$1.72M 0.06% 267
2026
Q1
$5.85M Buy
163,392
+3,761
+2% +$136K 0.06% 307
2025
Q4
$5.46M Buy
159,631
+36,529
+30% +$1.22M 0.06% 289
2025
Q3
$4.05M Buy
123,102
+55,610
+82% +$1.78M 0.06% 264
2025
Q2
$2.09M Buy
67,492
+902
+1% +$26.7K 0.04% 353
2025
Q1
$2.03M Sell
66,590
-852
-1% -$26.3K 0.05% 298
2024
Q4
$2.03M Buy
67,442
+11,533
+21% +$361K 0.07% 223
2024
Q3
$1.72M Buy
55,909
+20,376
+57% +$607K 0.06% 229
2024
Q2
$1.02M Buy
35,533
+9,308
+35% +$271K 0.05% 300
2024
Q1
$783K Buy
26,225
+378
+1% +$10.5K 0.05% 300
2023
Q4
$699K Buy
+25,847
New +$650K 0.05% 290
2023
Q2
– Sell
-14,325
Closed -$352K – 2514
2023
Q1
$352K Buy
+14,325
New +$360K 0.1% 180

Other funds holding DFLV

Farther Finance Advisors's DFLV Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q3 2026, buying an estimated $878K and bringing the position to 229,719 shares worth $9.23M. The position accounts for 0.07% of the portfolio, ranked #272.

Farther Finance Advisors first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 19 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Farther Finance Advisors held 229,719 shares of Dimensional US Large Cap Value ETF worth $9.23M as of Q3 2026.
  • Farther Finance Advisors bought 21,397 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $878K.
  • Dimensional US Large Cap Value ETF made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #272 holding.
  • Farther Finance Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 19 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.