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DFLV icon

Pacific Asset Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Pacific Asset Management’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 		$817K Buy
20,675
+922
+5% +$35.3K 0.4% 42
2026
Q1 		$705K Buy
19,753
+2,506
+15% +$90.3K 0.39% 42
2025
Q4 		$590K Buy
17,247
+9,928
+136% +$331K 0.35% 42
2025
Q3 		$241K Buy
7,319
+669
+10% +$21.4K 0.16% 57
2025
Q2 		$206K Buy
6,650
+19
+0.3% +$563 0.17% 56
2025
Q1 		$203K Buy
+6,631
New +$205K 0.18% 52

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

Pacific Asset Management's DFLV Position: Q2 2026 in Review

Pacific Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.7% in Q2 2026, buying an estimated $35.3K and bringing the position to 20,675 shares worth $817K. The position accounts for 0.4% of the portfolio, ranked #42.

Pacific Asset Management first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Pacific Asset Management held 20,675 shares of Dimensional US Large Cap Value ETF worth $817K as of Q2 2026.
  • Pacific Asset Management bought 922 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $35.3K.
  • Dimensional US Large Cap Value ETF made up 0.4% of Pacific Asset Management's portfolio in Q2 2026, its #42 holding.
  • Pacific Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.