Golden Bell Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Golden Bell Financial Planning’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	$11.2M	Buy	282,956 +7,596	+3%	+$291K	8.23%	4
2026 Q1	$9.83M	Buy	275,360 +14,277	+5%	+$514K	7.84%	4
2025 Q4	$8.93M	Buy	261,083 +38,667	+17%	+$1.29M	7.44%	4
2025 Q3	$7.32M	Buy	222,416 +15,343	+7%	+$491K	6.36%	6
2025 Q2	$6.42M	Buy	207,073 +20,091	+11%	+$595K	6.05%	6
2025 Q1	$5.72M	Buy	186,982 +13,060	+8%	+$403K	5.55%	7
2024 Q4	$5.22M	Buy	+173,922	New	+$5.44M	5.25%	8

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Golden Bell Financial Planning's DFLV Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Dimensional US Large Cap Value ETF (DFLV) stake by 2.8% in Q2 2026, buying an estimated $291K and bringing the position to 282,956 shares worth $11.2M. The position accounts for 8.23% of the portfolio, ranked #4.

Golden Bell Financial Planning first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Golden Bell Financial Planning held 282,956 shares of Dimensional US Large Cap Value ETF worth $11.2M as of Q2 2026.
Golden Bell Financial Planning bought 7,596 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $291K.
Dimensional US Large Cap Value ETF made up 8.23% of Golden Bell Financial Planning's portfolio in Q2 2026, its #4 holding.
Golden Bell Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.