HIF
DFLV icon

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
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

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 $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Hill Island Financial's DFLV Position: Q1 2026 in Review

Hill Island Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.83% in Q1 2026, buying an estimated $179K and bringing the position to 599,600 shares worth $21.4M. The position accounts for 5.2% of the portfolio, ranked #6.

Hill Island Financial first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Hill Island Financial held 599,600 shares of Dimensional US Large Cap Value ETF worth $21.4M as of Q1 2026.
  • Hill Island Financial bought 4,962 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $179K.
  • Dimensional US Large Cap Value ETF made up 5.2% of Hill Island Financial's portfolio in Q1 2026, its #6 holding.
  • Hill Island Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.