Mercer Global Advisors
DFLV icon

Mercer Global Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Mercer Global 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
Q1 		$13.6M Buy
380,318
+373,031
+5,119% +$13.4M 0.02% 418
2025
Q4 		$249K Buy
7,287
+1,161
+19% +$38.7K ﹤0.01% 2380
2025
Q3 		$202K Buy
+6,126
New +$196K ﹤0.01% 2390
2025
Q1 		– Sell
-24,323
Closed -$730K – 2179
2024
Q4 		$730K Buy
+24,323
New +$761K ﹤0.01% 1246
2024
Q1 		– Sell
-25,410
Closed -$687K – 2047
2023
Q4 		$687K Sell
25,410
-2,727
-10% -$68.6K ﹤0.01% 1151
2023
Q3 		$698K Sell
28,137
-563
-2% -$14.4K ﹤0.01% 1093
2023
Q2 		$729K Buy
+28,700
New +$705K ﹤0.01% 1067

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mercer Global Advisors's DFLV Position: Q1 2026 in Review

Mercer Global Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5,119% in Q1 2026, buying an estimated $13.4M and bringing the position to 380,318 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #418.

Mercer Global Advisors first reported a position in DFLV in Q2 2023 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Mercer Global Advisors held 380,318 shares of Dimensional US Large Cap Value ETF worth $13.6M as of Q1 2026.
  • Mercer Global Advisors bought 373,031 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $13.4M.
  • Dimensional US Large Cap Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #418 holding.
  • Mercer Global Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.