FAM
DFLV icon

Formidable Asset Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Formidable Asset Management’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 		$1.67M Buy
46,773
+13,168
+39% +$504K 0.27% 77
2026
Q1 		$1.15M Buy
33,605
+997
+3% +$35.9K 0.18% 117
2025
Q4 		$1.07M Buy
32,608
+5,927
+22% +$197K 0.16% 128
2025
Q3 		$828K Buy
26,681
+10,816
+68% +$346K 0.13% 158
2025
Q2 		$485K Hold
15,865
– – 0.08% 233
2025
Q1 		$485K Buy
15,865
+1,000
+7% +$30.9K 0.08% 231
2024
Q4 		$446K Buy
+14,865
New +$465K 0.07% 247

Other funds holding DFLV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Formidable Asset Management's DFLV Position: Q2 2026 in Review

Formidable Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 39% in Q2 2026, buying an estimated $504K and bringing the position to 46,773 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #77.

Formidable Asset Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Formidable Asset Management held 46,773 shares of Dimensional US Large Cap Value ETF worth $1.67M as of Q2 2026.
  • Formidable Asset Management bought 13,168 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $504K.
  • Dimensional US Large Cap Value ETF made up 0.27% of Formidable Asset Management's portfolio in Q2 2026, its #77 holding.
  • Formidable Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.