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
Q2 		$12.7M Buy
321,136
+30,690
+11% +$1.18M 0.01% 639
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 $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 Wealth's DFLV Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 11% in Q2 2026, buying an estimated $1.18M and bringing the position to 321,136 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #639.

Focus Partners Wealth first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Focus Partners Wealth held 321,136 shares of Dimensional US Large Cap Value ETF worth $12.7M as of Q2 2026.
  • Focus Partners Wealth bought 30,690 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.18M.
  • Dimensional US Large Cap Value ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #639 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.