RCS Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

RCS Financial Planning’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	$460K	Hold	11,633	–	–	0.22%	71
2026 Q1	$415K	Sell	11,633 -2,279	-16%	-$82.1K	0.22%	73
2025 Q4	$476K	Hold	13,912	–	–	0.21%	69
2025 Q3	$458K	Buy	13,912 +2,493	+22%	+$79.7K	0.2%	66
2025 Q2	$354K	Hold	11,419	–	–	0.18%	68
2025 Q1	$349K	Hold	11,419	–	–	0.18%	63
2024 Q4	$343K	Sell	11,419 -236	-2%	-$7.38K	0.18%	63
2024 Q3	$359K	Buy	11,655 +61	+0.5%	+$1.82K	0.2%	56
2024 Q2	$335K	Sell	11,594 -620	-5%	-$18K	0.2%	60
2024 Q1	$366K	Sell	12,214 -388	-3%	-$10.8K	0.23%	58
2023 Q4	$341K	Buy	12,602 +186	+1%	+$4.68K	0.22%	54
2023 Q3	$308K	Buy	+12,416	New	+$318K	0.24%	53

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

RCS Financial Planning's DFLV Position: Q2 2026 in Review

RCS Financial Planning held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 11,633 shares worth $460K. The position accounts for 0.22% of the portfolio, ranked #71.

RCS Financial Planning first reported a position in DFLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $476K in Q4 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

RCS Financial Planning held 11,633 shares of Dimensional US Large Cap Value ETF worth $460K as of Q2 2026.
RCS Financial Planning left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.22% of RCS Financial Planning's portfolio in Q2 2026, its #71 holding.
RCS Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
RCS Financial Planning's Dimensional US Large Cap Value ETF position peaked at $476K in Q4 2025.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.