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Mosaic Family Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Mosaic Family Wealth Partners’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 		$124M Buy
3,140,205
+145,003
+5% +$5.55M 8.33% 2
2026
Q1 		$107M Buy
2,995,202
+37,443
+1% +$1.35M 10.95% 2
2025
Q4 		$101M Sell
2,957,759
-95,506
-3% -$3.18M 11.09% 2
2025
Q3 		$100M Buy
3,053,265
+151,427
+5% +$4.84M 11.72% 2
2025
Q2 		$90M Buy
2,901,838
+83,405
+3% +$2.47M 11.47% 2
2025
Q1 		$86.2M Buy
2,818,433
+185,117
+7% +$5.72M 12.24% 2
2024
Q4 		$79.1M Buy
2,633,316
+123,618
+5% +$3.87M 11.41% 2
2024
Q3 		$77.3M Buy
2,509,698
+160,322
+7% +$4.78M 11.47% 2
2024
Q2 		$67.9M Buy
2,349,376
+61,855
+3% +$1.8M 10.92% 2
2024
Q1 		$68.6M Buy
2,287,521
+203,896
+10% +$5.69M 11.3% 2
2023
Q4 		$56.4M Sell
2,083,625
-126,655
-6% -$3.19M 9.72% 2
2023
Q3 		$54.8M Buy
2,210,280
+153,336
+7% +$3.93M 10.99% 2
2023
Q2 		$52.2M Buy
2,056,944
+108,110
+6% +$2.65M 10.27% 2
2023
Q1 		$47.9M Buy
+1,948,834
New +$49M 10.01% 2

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Mosaic Family Wealth Partners's DFLV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.8% in Q2 2026, buying an estimated $5.55M and bringing the position to 3,140,205 shares worth $124M. The position accounts for 8.33% of the portfolio, ranked #2.

Mosaic Family Wealth Partners first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Mosaic Family Wealth Partners held 3,140,205 shares of Dimensional US Large Cap Value ETF worth $124M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 145,003 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $5.55M.
  • Dimensional US Large Cap Value ETF made up 8.33% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.