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

OneDigital Investment 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 		$36.5M Sell
923,950
-12,819
-1% -$491K 0.31% 64
2026
Q1 		$33.5M Buy
936,769
+1,188
+0.1% +$42.8K 0.33% 59
2025
Q4 		$32M Buy
935,581
+1,150
+0.1% +$38.3K 0.31% 66
2025
Q3 		$30.7M Buy
934,431
+28,362
+3% +$907K 0.32% 65
2025
Q2 		$28.1M Sell
906,069
-33,005
-4% -$977K 0.31% 64
2025
Q1 		$28.7M Sell
939,074
-134,708
-13% -$4.16M 0.34% 58
2024
Q4 		$32.2M Sell
1,073,782
-117,138
-10% -$3.66M 0.37% 53
2024
Q3 		$36.7M Buy
1,190,920
+127,731
+12% +$3.8M 0.42% 48
2024
Q2 		$30.7M Sell
1,063,189
-91,516
-8% -$2.66M 0.38% 53
2024
Q1 		$34.6M Buy
1,154,705
+373,042
+48% +$10.4M 0.54% 42
2023
Q4 		$21.1M Buy
+781,663
New +$19.7M 0.37% 58

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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 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

OneDigital Investment Advisors's DFLV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.4% in Q2 2026, selling an estimated $491K and leaving 923,950 shares worth $36.5M. The position accounts for 0.31% of the portfolio, ranked #64.

OneDigital Investment Advisors first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7M in Q3 2024. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • OneDigital Investment Advisors held 923,950 shares of Dimensional US Large Cap Value ETF worth $36.5M as of Q2 2026.
  • OneDigital Investment Advisors sold 12,819 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $491K.
  • Dimensional US Large Cap Value ETF made up 0.31% of OneDigital Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • OneDigital Investment Advisors's Dimensional US Large Cap Value ETF position peaked at $36.7M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.