Level Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Level Financial Advisors’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	$12M	Buy	302,324 +11,747	+4%	+$450K	2.67%	14
2026 Q1	$10.4M	Buy	290,577 +16,002	+6%	+$577K	2.65%	12
2025 Q4	$9.39M	Buy	274,575 +30,958	+13%	+$1.03M	2.48%	12
2025 Q3	$8.01M	Buy	243,617 +25,763	+12%	+$824K	2.26%	14
2025 Q2	$6.76M	Buy	217,854 +1,946	+0.9%	+$57.6K	2.1%	16
2025 Q1	$6.6M	Buy	215,908 +19,102	+10%	+$590K	2.24%	14
2024 Q4	$5.91M	Buy	196,806 +25,944	+15%	+$812K	2.17%	13
2024 Q3	$5.26M	Buy	170,862 +76,073	+80%	+$2.27M	2.01%	14
2024 Q2	$2.74M	Buy	94,789 +34,292	+57%	+$997K	1.19%	20
2024 Q1	$1.81M	Buy	60,497 +31,712	+110%	+$885K	0.82%	26
2023 Q4	$779K	Buy	28,785 +14,903	+107%	+$375K	0.38%	36
2023 Q3	$344K	Buy	13,882 +5,012	+57%	+$128K	0.19%	48
2023 Q2	$225K	Buy	8,870 +6,726	+314%	+$165K	0.13%	56
2023 Q1	$52.7K	Buy	+2,144	New	+$53.9K	0.03%	97

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 $77.5B AUM 28.19% 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

Level Financial Advisors's DFLV Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4% in Q2 2026, buying an estimated $450K and bringing the position to 302,324 shares worth $12M. The position accounts for 2.67% of the portfolio, ranked #14.

Level Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Level Financial Advisors held 302,324 shares of Dimensional US Large Cap Value ETF worth $12M as of Q2 2026.
Level Financial Advisors bought 11,747 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $450K.
Dimensional US Large Cap Value ETF made up 2.67% of Level Financial Advisors's portfolio in Q2 2026, its #14 holding.
Level Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.