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

Pillar Financial 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	$12.7M	Buy	321,024 +21,449	+7%	+$821K	6.64%	6
2026 Q1	$10.7M	Buy	299,575 +10,746	+4%	+$387K	6.25%	6
2025 Q4	$9.88M	Buy	288,829 +18,634	+7%	+$621K	5.96%	6
2025 Q3	$8.89M	Buy	270,195 +14,055	+5%	+$450K	5.58%	7
2025 Q2	$7.95M	Buy	256,140 +14,252	+6%	+$422K	5.49%	7
2025 Q1	$7.39M	Buy	241,888 +18,344	+8%	+$567K	5.51%	7
2024 Q4	$6.71M	Buy	+223,544	New	+$6.99M	5.14%	7

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

Pillar Financial Advisors's DFLV Position: Q2 2026 in Review

Pillar Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 7.2% in Q2 2026, buying an estimated $821K and bringing the position to 321,024 shares worth $12.7M. The position accounts for 6.64% of the portfolio, ranked #6.

Pillar Financial Advisors first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Pillar Financial Advisors held 321,024 shares of Dimensional US Large Cap Value ETF worth $12.7M as of Q2 2026.
Pillar Financial Advisors bought 21,449 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $821K.
Dimensional US Large Cap Value ETF made up 6.64% of Pillar Financial Advisors's portfolio in Q2 2026, its #6 holding.
Pillar Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.