OA
DFLV icon

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

Oceanside 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 		$1.18M Sell
29,828
-407
-1% -$15.6K 0.6% 22
2026
Q1 		$1.08M Buy
30,235
+3,319
+12% +$120K 0.62% 21
2025
Q4 		$921K Buy
26,916
+1,384
+5% +$46.1K 0.56% 22
2025
Q3 		$840K Buy
25,532
+342
+1% +$10.9K 0.53% 23
2025
Q2 		$781K Buy
25,190
+4,914
+24% +$145K 0.52% 24
2025
Q1 		$620K Buy
20,276
+1,241
+7% +$38.3K 0.45% 26
2024
Q4 		$572K Buy
19,035
+2,204
+13% +$68.9K 0.43% 27
2024
Q3 		$519K Sell
16,831
-555
-3% -$16.5K 0.39% 28
2024
Q2 		$503K Sell
17,386
-450
-3% -$13.1K 0.41% 28
2024
Q1 		$535K Sell
17,836
-64
-0.4% -$1.78K 0.44% 26
2023
Q4 		$484K Buy
+17,900
New +$450K 0.43% 27

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Oceanside Advisors's DFLV Position: Q2 2026 in Review

Oceanside Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.3% in Q2 2026, selling an estimated $15.6K and leaving 29,828 shares worth $1.18M. The position accounts for 0.6% of the portfolio, ranked #22.

Oceanside Advisors first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Oceanside Advisors held 29,828 shares of Dimensional US Large Cap Value ETF worth $1.18M as of Q2 2026.
  • Oceanside Advisors sold 407 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $15.6K.
  • Dimensional US Large Cap Value ETF made up 0.6% of Oceanside Advisors's portfolio in Q2 2026, its #22 holding.
  • Oceanside Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.