Mutual Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Mutual Advisors’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	$253K	Buy	+6,405	New	+$245K	﹤0.01%	1245
2023 Q4	–	Sell	-56,975	Closed	-$1.41M	–	1023
2023 Q3	$1.41M	Sell	56,975 -101,967	-64%	-$2.61M	0.06%	336
2023 Q2	$4.04M	Buy	+158,942	New	+$3.9M	0.15%	132

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 $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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Mutual Advisors's DFLV Position: Q2 2026 in Review

Mutual Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 6,405 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in DFLV as recently as Q3 2023.

Mutual Advisors first reported a position in DFLV in Q2 2023 and has held it in 3 quarters since. The position peaked at $4.04M in Q2 2023. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Mutual Advisors held 6,405 shares of Dimensional US Large Cap Value ETF worth $253K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Mutual Advisors position in Q2 2026.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1245 holding.
Mutual Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 3 quarters since.
Mutual Advisors's Dimensional US Large Cap Value ETF position peaked at $4.04M in Q2 2023.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.