PAS
DFLV icon

PKS Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

PKS Advisory Services’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 		$4.82M Buy
121,791
+17,152
+16% +$657K 0.77% 21
2026
Q1 		$3.74M Buy
104,639
+20,301
+24% +$731K 0.87% 21
2025
Q4 		$2.89M Buy
+84,338
New +$2.81M 0.66% 27

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

PKS Advisory Services's DFLV Position: Q2 2026 in Review

PKS Advisory Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 16% in Q2 2026, buying an estimated $657K and bringing the position to 121,791 shares worth $4.82M. The position accounts for 0.77% of the portfolio, ranked #21.

PKS Advisory Services first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • PKS Advisory Services held 121,791 shares of Dimensional US Large Cap Value ETF worth $4.82M as of Q2 2026.
  • PKS Advisory Services bought 17,152 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $657K.
  • Dimensional US Large Cap Value ETF made up 0.77% of PKS Advisory Services's portfolio in Q2 2026, its #21 holding.
  • PKS Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.