RCAG
DFLV icon

Rehmann Capital Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Rehmann Capital Advisory 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
2025
Q4 		– Sell
-7,142
Closed -$235K – 661
2025
Q3 		$235K Hold
7,142
– – 0.01% 574
2025
Q2 		$222K Hold
7,142
– – 0.01% 551
2025
Q1 		$218K Hold
7,142
– – 0.01% 562
2024
Q4 		$214K Buy
+7,142
New +$223K 0.01% 567

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Rehmann Capital Advisory Group's DFLV Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 7,142 shares — an estimated $235K sold.

Rehmann Capital Advisory Group first reported a position in DFLV in Q4 2024 and held it in 4 quarters. The position peaked at $235K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • Rehmann Capital Advisory Group reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 7,142 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $235K.
  • Rehmann Capital Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Rehmann Capital Advisory Group's Dimensional US Large Cap Value ETF position peaked at $235K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.