Longview Asset Management (California)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Longview Asset Management (California)’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	$9.23M	Buy	233,381 +4,368	+2%	+$167K	4.56%	7
2026 Q1	$8.18M	Buy	229,013 +7,073	+3%	+$255K	4.44%	7
2025 Q4	$7.59M	Sell	221,940 -16	-0%	-$533	4.19%	7
2025 Q3	$7.3M	Buy	221,956 +30,795	+16%	+$985K	4.21%	7
2025 Q2	$5.93M	Buy	191,161 +7,431	+4%	+$220K	3.72%	7
2025 Q1	$5.62M	Buy	183,730 +7,096	+4%	+$219K	3.71%	7
2024 Q4	$5.3M	Buy	+176,634	New	+$5.53M	3.56%	6

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 $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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Longview Asset Management (California)'s DFLV Position: Q2 2026 in Review

Longview Asset Management (California) increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.9% in Q2 2026, buying an estimated $167K and bringing the position to 233,381 shares worth $9.23M. The position accounts for 4.56% of the portfolio, ranked #7.

Longview Asset Management (California) first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Longview Asset Management (California) held 233,381 shares of Dimensional US Large Cap Value ETF worth $9.23M as of Q2 2026.
Longview Asset Management (California) bought 4,368 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $167K.
Dimensional US Large Cap Value ETF made up 4.56% of Longview Asset Management (California)'s portfolio in Q2 2026, its #7 holding.
Longview Asset Management (California) first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.