MML Investors Services
DFLV icon

MML Investors Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

MML Investors Services’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 		$8.09M Buy
226,582
+32,928
+17% +$1.19M 0.02% 622
2025
Q4 		$6.62M Buy
193,654
+14,653
+8% +$488K 0.02% 737
2025
Q3 		$5.89M Buy
179,001
+139,967
+359% +$4.48M 0.02% 754
2025
Q2 		$1.21M Buy
39,034
+19,269
+97% +$571K ﹤0.01% 1551
2025
Q1 		$604K Buy
19,765
+4,154
+27% +$128K ﹤0.01% 1878
2024
Q4 		$469K Buy
15,611
+3,677
+31% +$115K ﹤0.01% 1957
2024
Q3 		$368K Buy
11,934
+2,500
+26% +$74.5K ﹤0.01% 2038
2024
Q2 		$273K Buy
+9,434
New +$274K ﹤0.01% 2147

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