Focus Partners Wealth
DFLV icon

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

Focus Partners Wealth’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 		$10.4M Buy
290,446
+20,180
+7% +$727K 0.01% 708
2025
Q4 		$9.25M Buy
270,266
+15,044
+6% +$501K 0.01% 724
2025
Q3 		$8.4M Buy
255,222
+22,497
+10% +$720K 0.01% 608
2025
Q2 		$7.22M Buy
232,725
+87,945
+61% +$2.6M 0.02% 570
2025
Q1 		$4.43M Sell
144,780
-20
-0% -$618 0.01% 662
2024
Q4 		$4.35M Buy
144,800
+25,451
+21% +$796K 0.01% 651
2024
Q3 		$3.68M Buy
+119,349
New +$3.56M 0.01% 634

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Focus Partners Wealth's DFLV Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 7.5% in Q1 2026, buying an estimated $727K and bringing the position to 290,446 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #708.

Focus Partners Wealth first reported a position in DFLV in Q3 2024 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Focus Partners Wealth held 290,446 shares of Dimensional US Large Cap Value ETF worth $10.4M as of Q1 2026.
  • Focus Partners Wealth bought 20,180 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $727K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #708 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.