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
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 $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 $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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