Morgan Stanley
DFLV icon

Morgan Stanley’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Morgan Stanley’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 		$1.33M Buy
33,689
+7,230
+27% +$277K ﹤0.01% 5079
2026
Q1 		$945K Buy
26,459
+11,248
+74% +$405K ﹤0.01% 5170
2025
Q4 		$520K Buy
15,211
+6,579
+76% +$219K ﹤0.01% 5490
2025
Q3 		$284K Buy
8,632
+1,034
+14% +$33.1K ﹤0.01% 5745
2025
Q2 		$236K Buy
7,598
+3,243
+74% +$96K ﹤0.01% 5792
2025
Q1 		$133K Buy
4,355
+499
+13% +$15.4K ﹤0.01% 5888
2024
Q4 		$116K Sell
3,856
-1,383
-26% -$43.3K ﹤0.01% 6002
2024
Q3 		$161K Buy
5,239
+4,264
+437% +$127K ﹤0.01% 5827
2024
Q2 		$28.2K Sell
975
-151
-13% -$4.39K ﹤0.01% 6357
2024
Q1 		$33.8K Buy
1,126
+166
+17% +$4.63K ﹤0.01% 6349
2023
Q4 		$26K Buy
+960
New +$24.2K ﹤0.01% 6374

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley's DFLV Position: Q2 2026 in Review

Morgan Stanley increased its Dimensional US Large Cap Value ETF (DFLV) stake by 27% in Q2 2026, buying an estimated $277K and bringing the position to 33,689 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Morgan Stanley first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Morgan Stanley held 33,689 shares of Dimensional US Large Cap Value ETF worth $1.33M as of Q2 2026.
  • Morgan Stanley bought 7,230 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $277K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5079 holding.
  • Morgan Stanley first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.