HighTower Advisors
DFLV icon

HighTower Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

HighTower Advisors’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
Q1 		$77.2M Sell
2,161,041
-1,693
-0.1% -$61K 0.08% 241
2025
Q4 		$74M Buy
2,162,734
+57,995
+3% +$1.93M 0.08% 244
2025
Q3 		$69.2M Buy
2,104,739
+147,784
+8% +$4.73M 0.08% 254
2025
Q2 		$60.7M Buy
1,956,955
+340,800
+21% +$10.1M 0.08% 270
2025
Q1 		$49.4M Buy
1,616,155
+120,453
+8% +$3.72M 0.07% 294
2024
Q4 		$44.9M Buy
1,495,702
+254,623
+21% +$7.97M 0.06% 305
2024
Q3 		$38.3M Buy
1,241,079
+201,202
+19% +$5.99M 0.05% 335
2024
Q2 		$30.1M Buy
1,039,877
+500,069
+93% +$14.5M 0.05% 382
2024
Q1 		$16.2M Buy
539,808
+80,894
+18% +$2.26M 0.03% 538
2023
Q4 		$12.4M Buy
458,914
+77,724
+20% +$1.96M 0.02% 622
2023
Q3 		$9.46M Buy
381,190
+60,461
+19% +$1.55M 0.02% 686
2023
Q2 		$8.15M Buy
320,729
+302,894
+1,698% +$7.44M 0.02% 715
2023
Q1 		$438K Buy
+17,835
New +$448K ﹤0.01% 2205

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return