LW
DFLV icon

Linscomb Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Linscomb Wealth’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 		$34.3M Buy
866,940
+28,879
+3% +$1.11M 1.49% 12
2026
Q1 		$29.9M Buy
838,061
+457,813
+120% +$16.5M 1.33% 14
2025
Q4 		$13M Buy
380,248
+45,536
+14% +$1.52M 0.55% 39
2025
Q3 		$11M Buy
334,712
+56,839
+20% +$1.82M 0.47% 49
2025
Q2 		$8.62M Buy
277,873
+23,891
+9% +$707K 0.4% 58
2025
Q1 		$7.76M Buy
253,982
+152,189
+150% +$4.7M 0.39% 63
2024
Q4 		$3.06M Buy
101,793
+55,966
+122% +$1.75M 0.15% 115
2024
Q3 		$1.41M Buy
45,827
+36,318
+382% +$1.08M 0.07% 148
2024
Q2 		$275K Buy
+9,509
New +$277K 0.01% 251

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
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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Linscomb Wealth's DFLV Position: Q2 2026 in Review

Linscomb Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.4% in Q2 2026, buying an estimated $1.11M and bringing the position to 866,940 shares worth $34.3M. The position accounts for 1.49% of the portfolio, ranked #12.

Linscomb Wealth first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 284 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Linscomb Wealth held 866,940 shares of Dimensional US Large Cap Value ETF worth $34.3M as of Q2 2026.
  • Linscomb Wealth bought 28,879 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.11M.
  • Dimensional US Large Cap Value ETF made up 1.49% of Linscomb Wealth's portfolio in Q2 2026, its #12 holding.
  • Linscomb Wealth first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.