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DFLV icon

Harbour Investments’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Harbour Investments’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 		$2.15M Buy
54,394
+4,922
+10% +$188K 0.03% 517
2026
Q1 		$1.77M Buy
49,472
+38,026
+332% +$1.37M 0.03% 545
2025
Q4 		$392K Buy
11,446
+10,685
+1,404% +$356K 0.01% 961
2025
Q3 		$25K Buy
761
+161
+27% +$5.15K ﹤0.01% 2229
2025
Q2 		$18.6K Hold
600
– – ﹤0.01% 2265
2025
Q1 		$18.3K Buy
+600
New +$18.5K ﹤0.01% 2218

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

Harbour Investments's DFLV Position: Q2 2026 in Review

Harbour Investments increased its Dimensional US Large Cap Value ETF (DFLV) stake by 9.9% in Q2 2026, buying an estimated $188K and bringing the position to 54,394 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #517.

Harbour Investments first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Harbour Investments held 54,394 shares of Dimensional US Large Cap Value ETF worth $2.15M as of Q2 2026.
  • Harbour Investments bought 4,922 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $188K.
  • Dimensional US Large Cap Value ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #517 holding.
  • Harbour Investments first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.