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Forum Financial Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-18,721
Closed -$581K – 1021
2025
Q2 		$581K Sell
18,721
-364
-2% -$10.8K 0.01% 361
2025
Q1 		$583K Sell
19,085
-1,939
-9% -$59.9K 0.01% 321
2024
Q4 		$631K Buy
+21,024
New +$658K 0.01% 308

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Forum Financial Management's DFLV Position: Q3 2025 in Review

Forum Financial Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2025, closing a stake of 18,721 shares — an estimated $581K sold.

Forum Financial Management first reported a position in DFLV in Q4 2024 and held it in 3 quarters. The position peaked at $631K in Q4 2024. 310 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • Forum Financial Management reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 18,721 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $581K.
  • Forum Financial Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Dimensional US Large Cap Value ETF position peaked at $631K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.