MAA
DFLV icon

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
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

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