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	1.25%	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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return