PAG
DFLV icon

Paladin Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Paladin Advisory Group’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
2025
Q2 		– Sell
-2,009
Closed -$61.4K – 252
2025
Q1 		$61.4K Hold
2,009
– – 0.05% 136
2024
Q4 		$60.3K Hold
2,009
– – 0.05% 140
2024
Q3 		$61.9K Buy
+2,009
New +$59.8K 0.05% 139

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Paladin Advisory Group's DFLV Position: Q2 2025 in Review

Paladin Advisory Group sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2025, closing a stake of 2,009 shares — an estimated $61.4K sold.

Paladin Advisory Group first reported a position in DFLV in Q3 2024 and held it in 3 quarters. The position peaked at $61.9K in Q3 2024. 295 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.

  • Paladin Advisory Group reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 2,009 Dimensional US Large Cap Value ETF shares in Q2 2025, an estimated $61.4K.
  • Paladin Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and held it in 3 quarters.
  • Paladin Advisory Group's Dimensional US Large Cap Value ETF position peaked at $61.9K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.

Based on Paladin Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.