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Innovative Asset Advisors Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Innovative Asset Advisors Group’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 		$173K Sell
4,386
-472
-10% -$18.1K 0.08% 198
2026
Q1 		$173K Buy
+4,858
New +$175K 0.1% 149

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 $78.6B AUM 28.08% 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

Innovative Asset Advisors Group's DFLV Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 9.7% in Q2 2026, selling an estimated $18.1K and leaving 4,386 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #198.

Innovative Asset Advisors Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $173K in Q1 2026. 384 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Innovative Asset Advisors Group held 4,386 shares of Dimensional US Large Cap Value ETF worth $173K as of Q2 2026.
  • Innovative Asset Advisors Group sold 472 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $18.1K.
  • Dimensional US Large Cap Value ETF made up 0.08% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #198 holding.
  • Innovative Asset Advisors Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Dimensional US Large Cap Value ETF position peaked at $173K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.