Hill Island Financial’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Hill Island Financial’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	$1.98M	Sell	49,996 -549,604	-92%	-$21M	0.42%	23
2026 Q1	$21.4M	Buy	599,600 +4,962	+0.8%	+$179K	5.2%	6
2025 Q4	$20.3M	Buy	594,638 +19,067	+3%	+$635K	4.87%	6
2025 Q3	$18.9M	Buy	575,571 +9,329	+2%	+$298K	4.73%	6
2025 Q2	$17.6M	Sell	566,242 -5,191	-0.9%	-$154K	4.9%	6
2025 Q1	$17.5M	Buy	571,433 +55,159	+11%	+$1.7M	5.12%	6
2024 Q4	$15.5M	Buy	+516,274	New	+$16.2M	4.53%	7

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

Hill Island Financial's DFLV Position: Q2 2026 in Review

Hill Island Financial reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 92% in Q2 2026, selling an estimated $21M and leaving 49,996 shares worth $1.98M. The position accounts for 0.42% of the portfolio, ranked #23.

Hill Island Financial first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.4M in Q1 2026. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Hill Island Financial held 49,996 shares of Dimensional US Large Cap Value ETF worth $1.98M as of Q2 2026.
Hill Island Financial sold 549,604 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $21M.
Dimensional US Large Cap Value ETF made up 0.42% of Hill Island Financial's portfolio in Q2 2026, its #23 holding.
Hill Island Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Hill Island Financial's Dimensional US Large Cap Value ETF position peaked at $21.4M in Q1 2026.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.