FIT
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Financially in Tune’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Financially in Tune’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
Q1 		$940K Buy
26,327
+28
+0.1% +$1.01K 0.81% 28
2025
Q4 		$900K Buy
+26,299
New +$876K 0.84% 29

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Financially in Tune's DFLV Position: Q1 2026 in Review

Financially in Tune increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.11% in Q1 2026, buying an estimated $1.01K and bringing the position to 26,327 shares worth $940K. The position accounts for 0.81% of the portfolio, ranked #28.

Financially in Tune first reported a position in DFLV in Q4 2025 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Financially in Tune held 26,327 shares of Dimensional US Large Cap Value ETF worth $940K as of Q1 2026.
  • Financially in Tune bought 28 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.01K.
  • Dimensional US Large Cap Value ETF made up 0.81% of Financially in Tune's portfolio in Q1 2026, its #28 holding.
  • Financially in Tune first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.