Lido Advisors
DFLV icon

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

Lido 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 		$2.3M Sell
58,053
-5,566
-9% -$213K 0.01% 751
2026
Q1 		$2.27M Sell
63,619
-53,173
-46% -$1.92M 0.01% 676
2025
Q4 		$3.93M Buy
116,792
+1,153
+1% +$38.4K 0.01% 524
2025
Q3 		$3.8M Buy
115,639
+45,752
+65% +$1.46M 0.01% 506
2025
Q2 		$2.17M Buy
+69,887
New +$2.07M 0.01% 566

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 $72.2B AUM 27.85% 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

Lido Advisors's DFLV Position: Q2 2026 in Review

Lido Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 8.7% in Q2 2026, selling an estimated $213K and leaving 58,053 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #751.

Lido Advisors first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.93M in Q4 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Lido Advisors held 58,053 shares of Dimensional US Large Cap Value ETF worth $2.3M as of Q2 2026.
  • Lido Advisors sold 5,566 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $213K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #751 holding.
  • Lido Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Dimensional US Large Cap Value ETF position peaked at $3.93M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.