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Haven Private’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Haven Private’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 		$268K Sell
6,790
-3,105
-31% -$119K 0.1% 147
2026
Q1 		$353K Buy
+9,895
New +$357K 0.15% 127

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

Haven Private's DFLV Position: Q2 2026 in Review

Haven Private reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 31% in Q2 2026, selling an estimated $119K and leaving 6,790 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #147.

Haven Private first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $353K in Q1 2026. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Haven Private held 6,790 shares of Dimensional US Large Cap Value ETF worth $268K as of Q2 2026.
  • Haven Private sold 3,105 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $119K.
  • Dimensional US Large Cap Value ETF made up 0.1% of Haven Private's portfolio in Q2 2026, its #147 holding.
  • Haven Private first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Haven Private's Dimensional US Large Cap Value ETF position peaked at $353K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.