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

Fiduciary 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 		$11.9M Buy
300,749
+51,909
+21% +$1.99M 1.35% 16
2026
Q1 		$8.89M Buy
248,840
+15,440
+7% +$556K 1.18% 20
2025
Q4 		$7.98M Buy
233,400
+6,587
+3% +$219K 1.13% 21
2025
Q3 		$7.46M Buy
226,813
+7,266
+3% +$232K 1.18% 20
2025
Q2 		$6.91M Buy
219,547
+8,783
+4% +$260K 1.25% 19
2025
Q1 		$5.88M Buy
210,764
+20,245
+11% +$625K 1.28% 19
2024
Q4 		$5.69M Buy
190,519
+9,902
+5% +$310K 1.24% 19
2024
Q3 		$5.55M Buy
180,617
+24,288
+16% +$724K 1.27% 19
2024
Q2 		$4.73M Buy
+156,329
New +$4.55M 1.14% 21

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 $72.2B AUM 27.85% 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

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

Fiduciary Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 21% in Q2 2026, buying an estimated $1.99M and bringing the position to 300,749 shares worth $11.9M. The position accounts for 1.35% of the portfolio, ranked #16.

Fiduciary Financial Group first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Fiduciary Financial Group held 300,749 shares of Dimensional US Large Cap Value ETF worth $11.9M as of Q2 2026.
  • Fiduciary Financial Group bought 51,909 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.99M.
  • Dimensional US Large Cap Value ETF made up 1.35% of Fiduciary Financial Group's portfolio in Q2 2026, its #16 holding.
  • Fiduciary Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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