LAM Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

LAM Group’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 Q3	$2.01K	Hold	50	–	–	﹤0.01%	123
2026 Q2	$1.98K	Hold	50	–	–	﹤0.01%	124
2026 Q1	$1.79K	Buy	+50	New	+$1.8K	﹤0.01%	122
2025 Q1	–	Sell	-610	Closed	-$18.3K	–	90
2024 Q4	$18.3K	Sell	610 -10	-2%	-$313	0.01%	92
2024 Q3	$19.1K	Hold	620	–	–	0.01%	89
2024 Q2	$17.9K	Hold	620	–	–	0.02%	88
2024 Q1	$18.6K	Buy	620 +575	+1,278%	+$16K	0.02%	90
2023 Q4	$1.22K	Hold	45	–	–	﹤0.01%	113
2023 Q3	$1.12K	Hold	45	–	–	﹤0.01%	103
2023 Q2	$1.14K	Buy	45 +5	+13%	+$123	﹤0.01%	102
2023 Q1	$983	Buy	40 +20	+100%	+$503	﹤0.01%	104
2022 Q4	$491	Buy	+20	New	+$491	﹤0.01%	110

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

LAM Group's DFLV Position: Q3 2026 in Review

LAM Group held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 50 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

LAM Group first reported a position in DFLV in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.1K in Q3 2024. 178 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

LAM Group held 50 shares of Dimensional US Large Cap Value ETF worth $2.01K as of Q3 2026.
LAM Group left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
Dimensional US Large Cap Value ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #123 holding.
LAM Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
LAM Group's Dimensional US Large Cap Value ETF position peaked at $19.1K in Q3 2024.
178 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.