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

Panoramic 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	$4.48M	Buy	113,194 +1,725	+2%	+$66.1K	2.14%	8
2026 Q1	$3.98M	Buy	111,469 +6,943	+7%	+$250K	2.15%	9
2025 Q4	$3.58M	Sell	104,526 -2,139	-2%	-$71.3K	1.94%	9
2025 Q3	$3.51M	Buy	106,665 +18,012	+20%	+$576K	1.97%	11
2025 Q2	$2.75M	Buy	88,653 +1,271	+1%	+$37.6K	1.69%	17
2025 Q1	$2.67M	Buy	87,382 +8,228	+10%	+$254K	1.8%	14
2024 Q4	$2.38M	Buy	79,154 +14,742	+23%	+$461K	1.55%	19
2024 Q3	$1.98M	Buy	+64,412	New	+$1.92M	1.37%	20

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

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

Panoramic Investment Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.5% in Q2 2026, buying an estimated $66.1K and bringing the position to 113,194 shares worth $4.48M. The position accounts for 2.14% of the portfolio, ranked #8.

Panoramic Investment Advisors first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Panoramic Investment Advisors held 113,194 shares of Dimensional US Large Cap Value ETF worth $4.48M as of Q2 2026.
Panoramic Investment Advisors bought 1,725 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $66.1K.
Dimensional US Large Cap Value ETF made up 2.14% of Panoramic Investment Advisors's portfolio in Q2 2026, its #8 holding.
Panoramic Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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