IAG
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Investmark Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Investmark Advisory 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
Q1 		$3.01M Sell
84,402
-882
-1% -$31.8K 1.29% 25
2025
Q4 		$2.92M Buy
85,284
+1,911
+2% +$63.7K 1.24% 25
2025
Q3 		$2.74M Sell
83,373
-3,642
-4% -$117K 1.19% 27
2025
Q2 		$2.7M Buy
87,015
+9,362
+12% +$277K 1.26% 24
2025
Q1 		$2.37M Buy
77,653
+185
+0.2% +$5.71K 1.17% 25
2024
Q4 		$2.33M Buy
77,468
+3,727
+5% +$117K 1.14% 26
2024
Q3 		$2.27M Buy
73,741
+3,007
+4% +$89.6K 1.1% 26
2024
Q2 		$2.04M Buy
70,734
+4,225
+6% +$123K 1.09% 29
2024
Q1 		$1.99M Buy
66,509
+22,651
+52% +$632K 1.09% 30
2023
Q4 		$1.19M Buy
43,858
+16,282
+59% +$410K 0.7% 37
2023
Q3 		$684K Buy
27,576
+7,136
+35% +$183K 0.46% 47
2023
Q2 		$519K Buy
20,440
+8,593
+73% +$211K 0.35% 53
2023
Q1 		$291K Buy
+11,847
New +$298K 0.21% 78

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 $2.57B AUM 21.7% 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

Investmark Advisory Group's DFLV Position: Q1 2026 in Review

Investmark Advisory Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1% in Q1 2026, selling an estimated $31.8K and leaving 84,402 shares worth $3.01M. The position accounts for 1.29% of the portfolio, ranked #25.

Investmark Advisory Group 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.

  • Investmark Advisory Group held 84,402 shares of Dimensional US Large Cap Value ETF worth $3.01M as of Q1 2026.
  • Investmark Advisory Group sold 882 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $31.8K.
  • Dimensional US Large Cap Value ETF made up 1.29% of Investmark Advisory Group's portfolio in Q1 2026, its #25 holding.
  • Investmark Advisory Group 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 Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.