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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
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

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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LAM Group's DFLV Position: Q2 2026 in Review

LAM Group held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 50 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

LAM Group first reported a position in DFLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $19.1K in Q3 2024. 190 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • LAM Group held 50 shares of Dimensional US Large Cap Value ETF worth $1.98K as of Q2 2026.
  • LAM Group left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #124 holding.
  • LAM Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
  • LAM Group's Dimensional US Large Cap Value ETF position peaked at $19.1K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.