IA
DFLV icon

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
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

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

IFP Advisors's DFLV Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 24% in Q2 2026, selling an estimated $248K and leaving 20,791 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #817.

IFP Advisors first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $973K in Q1 2026. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • IFP Advisors held 20,791 shares of Dimensional US Large Cap Value ETF worth $822K as of Q2 2026.
  • IFP Advisors sold 6,467 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $248K.
  • Dimensional US Large Cap Value ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #817 holding.
  • IFP Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's Dimensional US Large Cap Value ETF position peaked at $973K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.