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RAM Investment Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

RAM Investment Partners’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 		$249K Buy
6,301
+249
+4% +$9.54K 0.04% 110
2026
Q1 		$216K Sell
6,052
-3,097
-34% -$112K 0.04% 113
2025
Q4 		$313K Buy
9,149
+366
+4% +$12.2K 0.06% 80
2025
Q3 		$289K Sell
8,783
-568
-6% -$18.2K 0.05% 84
2025
Q2 		$290K Sell
9,351
-762
-8% -$22.6K 0.06% 80
2025
Q1 		$309K Buy
10,113
+1,285
+15% +$39.7K 0.08% 70
2024
Q4 		$265K Buy
+8,828
New +$276K 0.07% 76

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
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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

RAM Investment Partners's DFLV Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.1% in Q2 2026, buying an estimated $9.54K and bringing the position to 6,301 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #110.

RAM Investment Partners first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q4 2025. 207 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • RAM Investment Partners held 6,301 shares of Dimensional US Large Cap Value ETF worth $249K as of Q2 2026.
  • RAM Investment Partners bought 249 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $9.54K.
  • Dimensional US Large Cap Value ETF made up 0.04% of RAM Investment Partners's portfolio in Q2 2026, its #110 holding.
  • RAM Investment Partners first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • RAM Investment Partners's Dimensional US Large Cap Value ETF position peaked at $313K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.