Financial Engines Advisors
DFLV icon

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

Financial Engines Advisors’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 		$18.4M Buy
464,937
+23,181
+5% +$888K 0.03% 83
2026
Q1 		$15.8M Sell
441,756
-3,730
-0.8% -$134K 0.03% 86
2025
Q4 		$15.2M Buy
445,486
+8,771
+2% +$292K 0.03% 91
2025
Q3 		$14.4M Buy
+436,715
New +$14M 0.03% 92

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

Financial Engines Advisors's DFLV Position: Q2 2026 in Review

Financial Engines Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.2% in Q2 2026, buying an estimated $888K and bringing the position to 464,937 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #83.

Financial Engines Advisors first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Financial Engines Advisors held 464,937 shares of Dimensional US Large Cap Value ETF worth $18.4M as of Q2 2026.
  • Financial Engines Advisors bought 23,181 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $888K.
  • Dimensional US Large Cap Value ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #83 holding.
  • Financial Engines Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.