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DFLV icon

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

Foundry Financial’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 		$18.9M Buy
477,912
+50,913
+12% +$1.95M 6.36% 3
2026
Q1 		$15.2M Buy
426,999
+142,326
+50% +$5.13M 6.46% 4
2025
Q4 		$9.74M Buy
+284,673
New +$9.48M 5.12% 5

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

Foundry Financial's DFLV Position: Q2 2026 in Review

Foundry Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 12% in Q2 2026, buying an estimated $1.95M and bringing the position to 477,912 shares worth $18.9M. The position accounts for 6.36% of the portfolio, ranked #3.

Foundry Financial first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Foundry Financial held 477,912 shares of Dimensional US Large Cap Value ETF worth $18.9M as of Q2 2026.
  • Foundry Financial bought 50,913 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.95M.
  • Dimensional US Large Cap Value ETF made up 6.36% of Foundry Financial's portfolio in Q2 2026, its #3 holding.
  • Foundry Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Foundry Financial's 13F filing for Q2 2026, filed 22 Jul 2026.