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 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 $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Pillar Financial Advisors's DFLV Position: Q1 2026 in Review

Pillar Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.7% in Q1 2026, buying an estimated $387K and bringing the position to 299,575 shares worth $10.7M. The position accounts for 6.25% of the portfolio, ranked #6.

Pillar Financial Advisors first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Pillar Financial Advisors held 299,575 shares of Dimensional US Large Cap Value ETF worth $10.7M as of Q1 2026.
Pillar Financial Advisors bought 10,746 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $387K.
Dimensional US Large Cap Value ETF made up 6.25% of Pillar Financial Advisors's portfolio in Q1 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 6 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Pillar Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.