LFP
DFLV icon

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

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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. 201 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.
  • 201 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.