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
Q2 		$88.9M Buy
2,247,684
+86,643
+4% +$3.32M 0.09% 232
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 $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

HighTower Advisors's DFLV Position: Q2 2026 in Review

HighTower Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4% in Q2 2026, buying an estimated $3.32M and bringing the position to 2,247,684 shares worth $88.9M. The position accounts for 0.09% of the portfolio, ranked #232.

HighTower Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • HighTower Advisors held 2,247,684 shares of Dimensional US Large Cap Value ETF worth $88.9M as of Q2 2026.
  • HighTower Advisors bought 86,643 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.32M.
  • Dimensional US Large Cap Value ETF made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #232 holding.
  • HighTower Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.