MFC
DFLV icon

Morris Financial Concepts’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Morris Financial Concepts’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 		$4.27M Buy
119,468
+32,834
+38% +$1.18M 1.45% 14
2025
Q4 		$2.96M Buy
86,634
+6,337
+8% +$211K 1.04% 19
2025
Q3 		$2.64M Buy
80,297
+13,645
+20% +$436K 0.95% 21
2025
Q2 		$2.07M Buy
66,652
+7,573
+13% +$224K 0.82% 22
2025
Q1 		$1.81M Buy
59,079
+6,178
+12% +$191K 0.76% 24
2024
Q4 		$1.59M Buy
52,901
+3,322
+7% +$104K 0.68% 25
2024
Q3 		$1.53M Buy
49,579
+2,658
+6% +$79.2K 0.66% 27
2024
Q2 		$1.36M Buy
46,921
+20,095
+75% +$584K 0.65% 28
2024
Q1 		$805K Buy
26,826
+1,564
+6% +$43.6K 0.41% 39
2023
Q4 		$683K Buy
25,262
+10,788
+75% +$271K 0.39% 40
2023
Q3 		$359K Buy
14,474
+2,208
+18% +$56.6K 0.24% 57
2023
Q2 		$312K Buy
12,266
+6,577
+116% +$161K 0.2% 65
2023
Q1 		$140K Buy
5,689
+5,106
+876% +$128K 0.1% 88
2022
Q4 		$14.3K Buy
+583
New +$14.3K 0.01% 112

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