L.K. Benson & Company’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

L.K. Benson & Company’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	$1.91M	Buy	48,292 +172	+0.4%	+$6.59K	0.58%	28
2026 Q1	$1.72M	Buy	48,120 +177	+0.4%	+$6.38K	0.57%	27
2025 Q4	$1.64M	Buy	47,943 +188	+0.4%	+$6.26K	0.82%	27
2025 Q3	$1.57M	Buy	47,755 +213	+0.4%	+$6.81K	0.85%	26
2025 Q2	$1.47M	Buy	47,542 +221	+0.5%	+$6.54K	0.91%	27
2025 Q1	$1.45M	Buy	47,321 +194	+0.4%	+$5.99K	1%	25
2024 Q4	$1.42M	Buy	+47,127	New	+$1.47M	1%	24

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

L.K. Benson & Company's DFLV Position: Q2 2026 in Review

L.K. Benson & Company increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.36% in Q2 2026, buying an estimated $6.59K and bringing the position to 48,292 shares worth $1.91M. The position accounts for 0.58% of the portfolio, ranked #28.

L.K. Benson & Company first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

L.K. Benson & Company held 48,292 shares of Dimensional US Large Cap Value ETF worth $1.91M as of Q2 2026.
L.K. Benson & Company bought 172 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $6.59K.
Dimensional US Large Cap Value ETF made up 0.58% of L.K. Benson & Company's portfolio in Q2 2026, its #28 holding.
L.K. Benson & Company first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.