BFC Planning, Inc.’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

BFC Planning, Inc.’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	$4.7K	Hold	119	–	–	﹤0.01%	2704
2026 Q1	$4.25K	Hold	119	–	–	﹤0.01%	2367
2025 Q4	$4.07K	Hold	119	–	–	﹤0.01%	2425
2025 Q3	$3.92K	Hold	119	–	–	﹤0.01%	2273
2025 Q2	$3.69K	Hold	119	–	–	﹤0.01%	2158
2025 Q1	$3.64K	Hold	119	–	–	﹤0.01%	2133
2024 Q4	$3.57K	Buy	+119	New	+$3.72K	﹤0.01%	2111

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

BFC Planning, Inc.'s DFLV Position: Q2 2026 in Review

BFC Planning, Inc. held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 119 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

BFC Planning, Inc. first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

BFC Planning, Inc. held 119 shares of Dimensional US Large Cap Value ETF worth $4.7K as of Q2 2026.
BFC Planning, Inc. left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2704 holding.
BFC Planning, Inc. first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
402 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.