Premier Financial Group
DFLV icon

Premier Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Premier Financial Group’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 		$45M Sell
1,138,364
-585
-0.1% -$22.4K 9.05% 3
2026
Q1 		$40.9M Buy
1,138,949
+3,124
+0.3% +$113K 6.96% 4
2025
Q4 		$39M Buy
1,135,825
+3,927
+0.3% +$131K 10.18% 3
2025
Q3 		$37M Buy
1,131,898
+6,494
+0.6% +$208K 9.9% 3
2025
Q2 		$35.6M Buy
+1,125,404
New +$33.3M 9.88% 3

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Premier Financial Group's DFLV Position: Q2 2026 in Review

Premier Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.05% in Q2 2026, selling an estimated $22.4K and leaving 1,138,364 shares worth $45M. The position accounts for 9.05% of the portfolio, ranked #3.

Premier Financial Group first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Premier Financial Group held 1,138,364 shares of Dimensional US Large Cap Value ETF worth $45M as of Q2 2026.
  • Premier Financial Group sold 585 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $22.4K.
  • Dimensional US Large Cap Value ETF made up 9.05% of Premier Financial Group's portfolio in Q2 2026, its #3 holding.
  • Premier Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Premier Financial Group's 13F filing for Q2 2026, filed 21 Sep 2026.