Mraz Amerine & Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Mraz Amerine & Associates’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	$2.23M	Sell	56,415 -1,169	-2%	-$44.8K	0.32%	55
2026 Q1	$2.06M	Sell	57,584 -3,125	-5%	-$113K	0.3%	58
2025 Q4	$2.08M	Sell	60,709 -2,825	-4%	-$94.1K	0.31%	53
2025 Q3	$2.09M	Sell	63,534 -165	-0.3%	-$5.28K	0.33%	50
2025 Q2	$1.98M	Sell	63,699 -9,128	-13%	-$270K	0.32%	48
2025 Q1	$2.21M	Sell	72,827 -1,711	-2%	-$52.9K	0.38%	39
2024 Q4	$2.24M	Sell	74,538 -1,915	-3%	-$59.9K	0.4%	40
2024 Q3	$2.36M	Sell	76,453 -1,909	-2%	-$56.9K	0.43%	33
2024 Q2	$2.27M	Sell	78,362 -33	-0%	-$960	0.47%	35
2024 Q1	$2.35M	Buy	78,395 +50,194	+178%	+$1.4M	0.44%	36
2023 Q4	$763K	Buy	+28,201	New	+$710K	0.16%	90

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 $77.5B AUM 28.19% 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

Mraz Amerine & Associates's DFLV Position: Q2 2026 in Review

Mraz Amerine & Associates reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2% in Q2 2026, selling an estimated $44.8K and leaving 56,415 shares worth $2.23M. The position accounts for 0.32% of the portfolio, ranked #55.

Mraz Amerine & Associates first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q3 2024. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Mraz Amerine & Associates held 56,415 shares of Dimensional US Large Cap Value ETF worth $2.23M as of Q2 2026.
Mraz Amerine & Associates sold 1,169 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $44.8K.
Dimensional US Large Cap Value ETF made up 0.32% of Mraz Amerine & Associates's portfolio in Q2 2026, its #55 holding.
Mraz Amerine & Associates first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Mraz Amerine & Associates's Dimensional US Large Cap Value ETF position peaked at $2.36M in Q3 2024.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.