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Focus Partners Advisor Solutions’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Focus Partners Advisor Solutions’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 		$12.1M Buy
305,126
+66,586
+28% +$2.55M 0.1% 101
2026
Q1 		$8.05M Buy
238,540
+27,608
+13% +$995K 0.08% 116
2025
Q4 		$7.22M Sell
210,932
-37,293
-15% -$1.24M 0.09% 107
2025
Q3 		$8.21M Buy
248,225
+153,069
+161% +$4.9M 0.09% 115
2025
Q2 		$2.95M Buy
95,156
+48,128
+102% +$1.43M 0.04% 214
2025
Q1 		$1.44M Sell
47,028
-5,420
-10% -$167K 0.02% 309
2024
Q4 		$1.58M Buy
52,448
+28,517
+119% +$892K 0.03% 258
2024
Q3 		$737K Sell
23,931
-15,630
-40% -$466K 0.02% 357
2024
Q2 		$1.14M Sell
39,561
-29,177
-42% -$849K 0.03% 232
2024
Q1 		$2.06M Buy
+68,738
New +$1.92M 0.06% 157

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

Focus Partners Advisor Solutions's DFLV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional US Large Cap Value ETF (DFLV) stake by 28% in Q2 2026, buying an estimated $2.55M and bringing the position to 305,126 shares worth $12.1M. The position accounts for 0.1% of the portfolio, ranked #101.

Focus Partners Advisor Solutions first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Focus Partners Advisor Solutions held 305,126 shares of Dimensional US Large Cap Value ETF worth $12.1M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 66,586 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.55M.
  • Dimensional US Large Cap Value ETF made up 0.1% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #101 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.