LPL Financial
DFLV icon

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

LPL 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 		$75.5M Buy
1,908,901
+99,907
+6% +$3.83M 0.02% 812
2026
Q1 		$64.6M Buy
1,808,994
+220,886
+14% +$7.96M 0.02% 793
2025
Q4 		$54.3M Buy
1,588,108
+124,524
+9% +$4.15M 0.01% 831
2025
Q3 		$48.2M Buy
1,463,584
+85,981
+6% +$2.75M 0.01% 868
2025
Q2 		$42.7M Buy
1,377,603
+83,926
+6% +$2.48M 0.01% 849
2025
Q1 		$39.5M Buy
1,293,677
+219,942
+20% +$6.79M 0.02% 792
2024
Q4 		$32.2M Buy
1,073,735
+141,444
+15% +$4.42M 0.01% 848
2024
Q3 		$28.7M Buy
932,291
+36,261
+4% +$1.08M 0.01% 856
2024
Q2 		$25.9M Buy
896,030
+48,545
+6% +$1.41M 0.01% 846
2024
Q1 		$25.4M Buy
847,485
+46,497
+6% +$1.3M 0.01% 834
2023
Q4 		$21.7M Buy
800,988
+86,485
+12% +$2.18M 0.01% 843
2023
Q3 		$17.7M Buy
+714,503
New +$18.3M 0.01% 855

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

LPL Financial's DFLV Position: Q2 2026 in Review

LPL Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.5% in Q2 2026, buying an estimated $3.83M and bringing the position to 1,908,901 shares worth $75.5M. The position accounts for 0.02% of the portfolio, ranked #812.

LPL Financial first reported a position in DFLV in Q3 2023 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • LPL Financial held 1,908,901 shares of Dimensional US Large Cap Value ETF worth $75.5M as of Q2 2026.
  • LPL Financial bought 99,907 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.83M.
  • Dimensional US Large Cap Value ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #812 holding.
  • LPL Financial first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.