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

IFP 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 Q3	$835K	Hold	20,791	–	–	0.01%	856
2026 Q2	$822K	Sell	20,791 -6,467	-24%	-$248K	0.01%	817
2026 Q1	$973K	Hold	27,258	–	–	0.02%	706
2025 Q4	$932K	Sell	27,258 -1,797	-6%	-$59.9K	0.02%	690
2025 Q3	$956K	Buy	29,055 +14,691	+102%	+$470K	0.02%	616
2025 Q2	$446K	Sell	14,364 -1,952	-12%	-$57.8K	0.01%	883
2025 Q1	$499K	Hold	16,316	–	–	0.02%	770
2024 Q4	$490K	Buy	16,316 +14,816	+988%	+$463K	0.02%	746
2024 Q3	$46.2K	Hold	1,500	–	–	﹤0.01%	1774
2024 Q2	$43.4K	Hold	1,500	–	–	﹤0.01%	1740
2024 Q1	$45K	Hold	1,500	–	–	﹤0.01%	1634
2023 Q4	$40.6K	Buy	1,500 +500	+50%	+$12.6K	﹤0.01%	1626
2023 Q3	$24.8K	Sell	1,000 -126	-11%	-$3.23K	﹤0.01%	1831
2023 Q2	$28.6K	Sell	1,126 -48	-4%	-$1.18K	﹤0.01%	1850
2023 Q1	$29K	Buy	1,174 +174	+17%	+$4.37K	﹤0.01%	1846
2022 Q4	$25K	Buy	+1,000	New	+$24.5K	﹤0.01%	2711

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

IFP Advisors's DFLV Position: Q3 2026 in Review

IFP Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 20,791 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #856.

IFP Advisors first reported a position in DFLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $973K in Q1 2026. 269 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

IFP Advisors held 20,791 shares of Dimensional US Large Cap Value ETF worth $835K as of Q3 2026.
IFP Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
Dimensional US Large Cap Value ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #856 holding.
IFP Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
IFP Advisors's Dimensional US Large Cap Value ETF position peaked at $973K in Q1 2026.
269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.