JFGLC
DFLV icon

Johnson Financial Group LLC (Colorado)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2025
Q2 		– Sell
-6,561
Closed -$201K – 83
2025
Q1 		$201K Buy
+6,561
New +$203K 0.02% 96

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s DFLV Position: Q2 2025 in Review

Johnson Financial Group LLC (Colorado) sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2025, closing a stake of 6,561 shares — an estimated $201K sold.

Johnson Financial Group LLC (Colorado) first reported a position in DFLV in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 295 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.

  • Johnson Financial Group LLC (Colorado) reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 6,561 Dimensional US Large Cap Value ETF shares in Q2 2025, an estimated $201K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s Dimensional US Large Cap Value ETF position peaked at $201K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2025, filed 11 Aug 2025.