FH
DFLV icon

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

Financial Harvest’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 		$3.68M Buy
93,071
+16,471
+22% +$631K 1.52% 11
2026
Q1 		$2.74M Buy
76,600
+13,116
+21% +$473K 1.61% 11
2025
Q4 		$2.17M Buy
63,484
+10,443
+20% +$348K 1.34% 13
2025
Q3 		$1.75M Buy
53,041
+16,511
+45% +$528K 1.18% 14
2025
Q2 		$1.13M Buy
+36,530
New +$1.08M 0.85% 17

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 Harvest's DFLV Position: Q2 2026 in Review

Financial Harvest increased its Dimensional US Large Cap Value ETF (DFLV) stake by 22% in Q2 2026, buying an estimated $631K and bringing the position to 93,071 shares worth $3.68M. The position accounts for 1.52% of the portfolio, ranked #11.

Financial Harvest first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Financial Harvest held 93,071 shares of Dimensional US Large Cap Value ETF worth $3.68M as of Q2 2026.
  • Financial Harvest bought 16,471 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $631K.
  • Dimensional US Large Cap Value ETF made up 1.52% of Financial Harvest's portfolio in Q2 2026, its #11 holding.
  • Financial Harvest first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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