First Financial Group
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
Q3 		$5.86M Buy
145,797
+5,060
+4% +$208K 4.48% 6
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

First Financial Group's DFLV Position: Q3 2026 in Review

First Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.6% in Q3 2026, buying an estimated $208K and bringing the position to 145,797 shares worth $5.86M. The position accounts for 4.48% of the portfolio, ranked #6.

First Financial Group first reported a position in DFLV in Q4 2024 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • First Financial Group held 145,797 shares of Dimensional US Large Cap Value ETF worth $5.86M as of Q3 2026.
  • First Financial Group bought 5,060 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $208K.
  • Dimensional US Large Cap Value ETF made up 4.48% of First Financial Group's portfolio in Q3 2026, its #6 holding.
  • First Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.