Jeff Yass’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Jeff Yass’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	$952K	Buy	24,085 +3,512	+17%	+$134K	﹤0.01%	8334
2026 Q1	$735K	Sell	20,573 -41,471	-67%	-$1.49M	﹤0.01%	8693
2025 Q4	$2.12M	Buy	62,044 +46,521	+300%	+$1.55M	﹤0.01%	5542
2025 Q3	$511K	Sell	15,523 -5,149	-25%	-$165K	﹤0.01%	8901
2025 Q2	$641K	Sell	20,672 -11,891	-37%	-$352K	﹤0.01%	8593
2025 Q1	$995K	Sell	32,563 -15,902	-33%	-$491K	﹤0.01%	7274
2024 Q4	$1.46M	Buy	+48,465	New	+$1.52M	﹤0.01%	6020
2024 Q3	–	Sell	-30,104	Closed	-$870K	–	12165
2024 Q2	$870K	Sell	30,104 -2,174	-7%	-$63.2K	﹤0.01%	6913
2024 Q1	$968K	Sell	32,278 -3,483	-10%	-$97.2K	﹤0.01%	6996
2023 Q4	$967K	Buy	35,761 +8,359	+31%	+$210K	﹤0.01%	7070
2023 Q3	$680K	Buy	27,402 +17,096	+166%	+$438K	﹤0.01%	7514
2023 Q2	$262K	Sell	10,306 -12,131	-54%	-$298K	﹤0.01%	9713
2023 Q1	$551K	Buy	+22,437	New	+$564K	﹤0.01%	8335

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Jeff Yass's DFLV Position: Q2 2026 in Review

Jeff Yass increased its Dimensional US Large Cap Value ETF (DFLV) stake by 17% in Q2 2026, buying an estimated $134K and bringing the position to 24,085 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #8334.

Jeff Yass first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.12M in Q4 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Jeff Yass held 24,085 shares of Dimensional US Large Cap Value ETF worth $952K as of Q2 2026.
Jeff Yass bought 3,512 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $134K.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8334 holding.
Jeff Yass first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Jeff Yass's Dimensional US Large Cap Value ETF position peaked at $2.12M in Q4 2025.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.