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McIlrath & Eck’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

McIlrath & Eck’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
Q1 		$268K Sell
7,496
-165
-2% -$5.95K 0.02% 204
2025
Q4 		$262K Buy
7,661
+225
+3% +$7.5K 0.02% 129
2025
Q3 		$245K Buy
7,436
+5,027
+209% +$161K 0.03% 128
2025
Q2 		$74.7K Buy
2,409
+54
+2% +$1.6K 0.01% 249
2025
Q1 		$72K Buy
2,355
+9
+0.4% +$278 0.01% 251
2024
Q4 		$70.4K Buy
2,346
+12
+0.5% +$375 0.01% 243
2024
Q3 		$71.9K Buy
+2,334
New +$69.5K 0.01% 237

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

McIlrath & Eck's DFLV Position: Q1 2026 in Review

McIlrath & Eck reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.2% in Q1 2026, selling an estimated $5.95K and leaving 7,496 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #204.

McIlrath & Eck first reported a position in DFLV in Q3 2024 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • McIlrath & Eck held 7,496 shares of Dimensional US Large Cap Value ETF worth $268K as of Q1 2026.
  • McIlrath & Eck sold 165 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $5.95K.
  • Dimensional US Large Cap Value ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #204 holding.
  • McIlrath & Eck first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 367 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.