IFA
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Index Fund Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Index Fund 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 		$48.9M Buy
1,368,350
+162,614
+13% +$5.86M 2.2% 7
2025
Q4 		$41.2M Buy
1,205,736
+66,248
+6% +$2.21M 1.94% 7
2025
Q3 		$37.5M Buy
1,139,488
+70,958
+7% +$2.27M 1.82% 8
2025
Q2 		$33.1M Buy
1,068,530
+87,369
+9% +$2.59M 1.86% 7
2025
Q1 		$30M Buy
981,161
+61,698
+7% +$1.91M 1.86% 8
2024
Q4 		$27.6M Buy
919,463
+47,903
+5% +$1.5M 1.49% 7
2024
Q3 		$26.9M Buy
871,560
+110,395
+15% +$3.29M 1.42% 7
2024
Q2 		$22M Buy
761,165
+73,067
+11% +$2.13M 1.24% 7
2024
Q1 		$20.6M Buy
688,098
+82,414
+14% +$2.3M 1.14% 7
2023
Q4 		$16.4M Buy
605,684
+197,584
+48% +$4.97M 0.96% 8
2023
Q3 		$10.1M Buy
408,100
+233,554
+134% +$5.99M 0.67% 9
2023
Q2 		$4.43M Buy
174,546
+65,749
+60% +$1.61M 0.29% 11
2023
Q1 		$2.67M Buy
+108,797
New +$2.73M 0.18% 15

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

Index Fund Advisors's DFLV Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 13% in Q1 2026, buying an estimated $5.86M and bringing the position to 1,368,350 shares worth $48.9M. The position accounts for 2.2% of the portfolio, ranked #7.

Index Fund Advisors first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Index Fund Advisors held 1,368,350 shares of Dimensional US Large Cap Value ETF worth $48.9M as of Q1 2026.
  • Index Fund Advisors bought 162,614 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $5.86M.
  • Dimensional US Large Cap Value ETF made up 2.2% of Index Fund Advisors's portfolio in Q1 2026, its #7 holding.
  • Index Fund Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.