LF
DFLV icon

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

LifeSteps Financial’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 		$2.12M Buy
53,573
+25,134
+88% +$963K 0.99% 20
2026
Q1 		$1.02M Buy
+28,439
New +$1.02M 0.64% 33

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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

LifeSteps Financial's DFLV Position: Q2 2026 in Review

LifeSteps Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 88% in Q2 2026, buying an estimated $963K and bringing the position to 53,573 shares worth $2.12M. The position accounts for 0.99% of the portfolio, ranked #20.

LifeSteps Financial first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • LifeSteps Financial held 53,573 shares of Dimensional US Large Cap Value ETF worth $2.12M as of Q2 2026.
  • LifeSteps Financial bought 25,134 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $963K.
  • Dimensional US Large Cap Value ETF made up 0.99% of LifeSteps Financial's portfolio in Q2 2026, its #20 holding.
  • LifeSteps Financial first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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