PL
DFLV icon

Plancorp LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Plancorp LLC’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 		$4.78M Sell
119,407
-3,352
-3% -$128K 0.12% 80
2026
Q1 		$4.51M Buy
122,759
+733
+0.6% +$26.4K 0.13% 67
2025
Q4 		$4.17M Buy
122,026
+174
+0.1% +$5.8K 0.13% 64
2025
Q3 		$4.01M Buy
121,852
+195
+0.2% +$6.24K 0.13% 69
2025
Q2 		$3.77M Buy
121,657
+76,126
+167% +$2.25M 0.13% 65
2025
Q1 		$1.39M Buy
+45,531
New +$1.41M 0.06% 123

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

Plancorp LLC's DFLV Position: Q2 2026 in Review

Plancorp LLC reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q2 2026, selling an estimated $128K and leaving 119,407 shares worth $4.78M. The position accounts for 0.12% of the portfolio, ranked #80.

Plancorp LLC first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Plancorp LLC held 119,407 shares of Dimensional US Large Cap Value ETF worth $4.78M as of Q2 2026.
  • Plancorp LLC sold 3,352 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $128K.
  • Dimensional US Large Cap Value ETF made up 0.12% of Plancorp LLC's portfolio in Q2 2026, its #80 holding.
  • Plancorp LLC first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.