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Forum Finance Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Forum Finance 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
Q2 		$1.05M Buy
32,891
+6,140
+23% +$235K 0.38% 71
2026
Q1 		$770K Buy
+26,751
New +$964K 0.42% 62

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 $77.5B AUM 28.19% 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

Forum Finance Group's DFLV Position: Q2 2026 in Review

Forum Finance Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 23% in Q2 2026, buying an estimated $235K and bringing the position to 32,891 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #71.

Forum Finance Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Forum Finance Group held 32,891 shares of Dimensional US Large Cap Value ETF worth $1.05M as of Q2 2026.
  • Forum Finance Group bought 6,140 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $235K.
  • Dimensional US Large Cap Value ETF made up 0.38% of Forum Finance Group's portfolio in Q2 2026, its #71 holding.
  • Forum Finance Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.