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

Porter White 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	$2.61M	Sell	66,124 -451	-0.7%	-$17.3K	1.01%	17
2026 Q1	$2.38M	Buy	66,575 +389	+0.6%	+$14K	0.95%	17
2025 Q4	$2.26M	Sell	66,186 -80	-0.1%	-$2.67K	0.93%	17
2025 Q3	$2.18M	Buy	66,266 +125	+0.2%	+$4K	0.94%	17
2025 Q2	$2.05M	Sell	66,141 -4,871	-7%	-$144K	0.96%	16
2025 Q1	$2.17M	Buy	71,012 +6,529	+10%	+$202K	1.07%	14
2024 Q4	$1.94M	Buy	64,483 +303	+0.5%	+$9.48K	0.98%	14
2024 Q3	$1.98M	Sell	64,180 -67	-0.1%	-$2K	0.99%	14
2024 Q2	$1.86M	Sell	64,247 -29	-0%	-$844	1%	13
2024 Q1	$1.93M	Buy	64,276 +11,671	+22%	+$326K	1.02%	13
2023 Q4	$1.42M	Buy	+52,605	New	+$1.32M	0.89%	13

Other funds holding DFLV

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Porter White Investment Advisors's DFLV Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.68% in Q2 2026, selling an estimated $17.3K and leaving 66,124 shares worth $2.61M. The position accounts for 1.01% of the portfolio, ranked #17.

Porter White Investment Advisors first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Porter White Investment Advisors held 66,124 shares of Dimensional US Large Cap Value ETF worth $2.61M as of Q2 2026.
Porter White Investment Advisors sold 451 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $17.3K.
Dimensional US Large Cap Value ETF made up 1.01% of Porter White Investment Advisors's portfolio in Q2 2026, its #17 holding.
Porter White Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
249 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.