Lakeshore Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Lakeshore Financial Planning’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	$30.3M	Sell	767,113 -164,476	-18%	-$6.3M	9.76%	3
2026 Q1	$33.3M	Buy	931,589 +415,211	+80%	+$15M	12.06%	3
2025 Q4	$17.7M	Sell	516,378 -1,609	-0.3%	-$53.6K	6.31%	5
2025 Q3	$17M	Buy	517,987 +10,033	+2%	+$321K	6.32%	5
2025 Q2	$15.8M	Sell	507,954 -89,868	-15%	-$2.66M	6.33%	5
2025 Q1	$18.3M	Buy	597,822 +13,336	+2%	+$412K	7.61%	5
2024 Q4	$17.6M	Buy	584,486 +1,157	+0.2%	+$36.2K	7.49%	5
2024 Q3	$18M	Sell	583,329 -8,510	-1%	-$254K	7.92%	5
2024 Q2	$17.1M	Sell	591,839 -10,247	-2%	-$298K	8.35%	2
2024 Q1	$18.1M	Sell	602,086 -7,435	-1%	-$207K	9.14%	2
2023 Q4	$16.5M	Sell	609,521 -16,053	-3%	-$404K	9.16%	2
2023 Q3	$15.5M	Buy	+625,574	New	+$16M	8.85%	2

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

Lakeshore Financial Planning's DFLV Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 18% in Q2 2026, selling an estimated $6.3M and leaving 767,113 shares worth $30.3M. The position accounts for 9.76% of the portfolio, ranked #3.

Lakeshore Financial Planning first reported a position in DFLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.3M in Q1 2026. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Lakeshore Financial Planning held 767,113 shares of Dimensional US Large Cap Value ETF worth $30.3M as of Q2 2026.
Lakeshore Financial Planning sold 164,476 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $6.3M.
Dimensional US Large Cap Value ETF made up 9.76% of Lakeshore Financial Planning's portfolio in Q2 2026, its #3 holding.
Lakeshore Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Dimensional US Large Cap Value ETF position peaked at $33.3M in Q1 2026.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.