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

McClarren Financial Advisors’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 		$530K Buy
10,976
+28
+0.3% +$1.07K 0.27% 50
2026
Q1 		$476K Buy
10,948
+8,787
+407% +$317K 0.28% 52
2025
Q4 		$456K Sell
2,161
-6,748
-76% -$225K 0.27% 49
2025
Q3 		$437K Buy
8,909
+1,765
+25% +$56.5K 0.27% 50
2025
Q2 		$222K Buy
7,144
+2,007
+39% +$59.4K 0.14% 68
2025
Q1 		$216K Sell
5,137
-1,918
-27% -$59.2K 0.14% 68
2024
Q4 		$211K Buy
7,055
+7,025
+23,417% +$220K 0.59% 30
2024
Q3 		$60 Sell
30
-27
-47% -$804 0.01% 114
2024
Q2 		$202K Sell
57
-6,902
-99% -$201K 0.14% 71
2024
Q1 		$209K Sell
6,959
-4,030
-37% -$112K 0.15% 70
2023
Q4 		$368K Buy
10,989
+4,077
+59% +$103K 0.28% 51
2023
Q3 		$171K Buy
6,912
+24
+0.3% +$615 0.15% 70
2023
Q2 		$174K Sell
6,888
-6,716
-49% -$165K 0.14% 74
2023
Q1 		$333K Buy
+13,604
New +$342K 0.3% 51

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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

McClarren Financial Advisors's DFLV Position: Q2 2026 in Review

McClarren Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.26% in Q2 2026, buying an estimated $1.07K and bringing the position to 10,976 shares worth $530K. The position accounts for 0.27% of the portfolio, ranked #50.

McClarren Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 221 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • McClarren Financial Advisors held 10,976 shares of Dimensional US Large Cap Value ETF worth $530K as of Q2 2026.
  • McClarren Financial Advisors bought 28 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.07K.
  • Dimensional US Large Cap Value ETF made up 0.27% of McClarren Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • McClarren Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 221 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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