Jones Financial Companies
DFLV icon

Jones Financial Companies’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Jones Financial Companies’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 		– Sell
-393
Closed -$13.9K – 5026
2026
Q1 		$13.9K Buy
+393
New +$14.2K ﹤0.01% 3446
2025
Q3 		– Sell
-1,738
Closed -$53.8K – 4260
2025
Q2 		$53.8K Buy
+1,738
New +$51.5K ﹤0.01% 2201

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 $72.2B AUM 27.85% 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

Jones Financial Companies's DFLV Position: Q2 2026 in Review

Jones Financial Companies sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 393 shares — an estimated $13.9K sold.

Jones Financial Companies first reported a position in DFLV in Q2 2025 and held it in 2 quarters. The position peaked at $53.8K in Q2 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Jones Financial Companies reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 393 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $13.9K.
  • Jones Financial Companies first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Jones Financial Companies's Dimensional US Large Cap Value ETF position peaked at $53.8K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.