LMFP
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Larry Mathis Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Larry Mathis 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 		$221K Buy
+5,587
New +$214K 0.17% 132
2026
Q1 		– Sell
-15,751
Closed -$539K – 163
2025
Q4 		$539K Buy
+15,751
New +$525K 0.48% 58

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Larry Mathis Financial Planning's DFLV Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 5,587 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: Larry Mathis Financial Planning previously reported a position in DFLV as recently as Q4 2025.

Larry Mathis Financial Planning first reported a position in DFLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $539K in Q4 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Larry Mathis Financial Planning held 5,587 shares of Dimensional US Large Cap Value ETF worth $221K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Larry Mathis Financial Planning position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.17% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #132 holding.
  • Larry Mathis Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Larry Mathis Financial Planning's Dimensional US Large Cap Value ETF position peaked at $539K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.