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

Merit Financial Group’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	$2.62M	Sell	66,251 -3,269	-5%	-$125K	0.02%	633
2026 Q1	$2.48M	Buy	69,520 +1,927	+3%	+$69.4K	0.02%	589
2025 Q4	$2.31M	Sell	67,593 -149,355	-69%	-$4.98M	0.02%	589
2025 Q3	$7.14M	Buy	216,948 +54,296	+33%	+$1.74M	0.07%	228
2025 Q2	$5.05M	Sell	162,652 -25,457	-14%	-$754K	0.06%	275
2025 Q1	$5.75M	Buy	+188,109	New	+$5.81M	0.09%	196

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Merit Financial Group's DFLV Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 4.7% in Q2 2026, selling an estimated $125K and leaving 66,251 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #633.

Merit Financial Group first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.14M in Q3 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Merit Financial Group held 66,251 shares of Dimensional US Large Cap Value ETF worth $2.62M as of Q2 2026.
Merit Financial Group sold 3,269 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $125K.
Dimensional US Large Cap Value ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #633 holding.
Merit Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Dimensional US Large Cap Value ETF position peaked at $7.14M in Q3 2025.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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