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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return