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Prudent Man Investment Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Prudent Man Investment Management’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 		$10.3M Sell
301,855
-3,026
-1% -$116K 3.52% 7
2026
Q1 		$10.4M Sell
304,881
-248
-0.1% -$8.94K 3.51% 7
2025
Q4 		$10.4M Buy
305,129
+304,889
+127,037% +$10.2M 3.51% 7
2025
Q3 		$7.21K Hold
240
– – ﹤0.01% 103
2025
Q2 		$7.21K Hold
240
– – ﹤0.01% 103
2025
Q1 		$7.21K Hold
240
– – ﹤0.01% 103
2024
Q4 		$7.21K Buy
+240
New +$7.51K ﹤0.01% 103

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Prudent Man Investment Management's DFLV Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.99% in Q2 2026, selling an estimated $116K and leaving 301,855 shares worth $10.3M. The position accounts for 3.52% of the portfolio, ranked #7.

Prudent Man Investment Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q4 2025. 210 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Prudent Man Investment Management held 301,855 shares of Dimensional US Large Cap Value ETF worth $10.3M as of Q2 2026.
  • Prudent Man Investment Management sold 3,026 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $116K.
  • Dimensional US Large Cap Value ETF made up 3.52% of Prudent Man Investment Management's portfolio in Q2 2026, its #7 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Large Cap Value ETF position peaked at $10.4M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.