FFG
DFLV icon

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

First 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 		$5.56M Buy
140,737
+3,746
+3% +$143K 4.02% 8
2026
Q1 		$4.89M Buy
136,991
+11,885
+9% +$428K 3.99% 9
2025
Q4 		$4.28M Buy
125,106
+4,952
+4% +$165K 3.64% 10
2025
Q3 		$3.95M Buy
120,154
+12,832
+12% +$410K 3.43% 11
2025
Q2 		$3.33M Buy
107,322
+15,898
+17% +$471K 3.25% 11
2025
Q1 		$2.79M Buy
91,424
+5,802
+7% +$179K 3.16% 11
2024
Q4 		$2.57M Buy
+85,622
New +$2.68M 2.84% 11

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

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

First Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q2 2026, buying an estimated $143K and bringing the position to 140,737 shares worth $5.56M. The position accounts for 4.02% of the portfolio, ranked #8.

First Financial Group first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • First Financial Group held 140,737 shares of Dimensional US Large Cap Value ETF worth $5.56M as of Q2 2026.
  • First Financial Group bought 3,746 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $143K.
  • Dimensional US Large Cap Value ETF made up 4.02% of First Financial Group's portfolio in Q2 2026, its #8 holding.
  • First Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.