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

GEN 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
2026 Q2	–	Sell	-57,763	Closed	-$2.06M	–	47
2026 Q1	$2.06M	Sell	57,763 -76	-0.1%	-$2.74K	1.28%	12
2025 Q4	$1.98M	Buy	57,839 +82	+0.1%	+$2.73K	1.25%	13
2025 Q3	$1.9M	Sell	57,757 -2,908	-5%	-$93K	1.64%	10
2025 Q2	$1.88M	Buy	60,665 +3,093	+5%	+$91.6K	1.54%	9
2025 Q1	$1.76M	Sell	57,572 -13,032	-18%	-$403K	1.19%	8
2024 Q4	$2.12M	Buy	+70,604	New	+$2.21M	1.38%	7

Other funds holding DFLV

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

GEN Financial Management's DFLV Position: Q2 2026 in Review

GEN Financial Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 57,763 shares — an estimated $2.06M sold.

GEN Financial Management first reported a position in DFLV in Q4 2024 and held it in 6 quarters. The position peaked at $2.12M in Q4 2024. 201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

GEN Financial Management reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
GEN Financial Management sold 57,763 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.06M.
GEN Financial Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and held it in 6 quarters.
GEN Financial Management's Dimensional US Large Cap Value ETF position peaked at $2.12M in Q4 2024.
201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.