RGF
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Retirement Guys Formula’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Retirement Guys Formula’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 		$1.59M Sell
40,272
-2,090
-5% -$80K 0.6% 62
2026
Q1 		$1.51M Sell
42,362
-8,243
-16% -$297K 0.7% 57
2025
Q4 		$1.73M Sell
50,605
-1,220
-2% -$40.6K 0.79% 47
2025
Q3 		$1.71M Sell
51,825
-1,004
-2% -$32.1K 0.6% 53
2025
Q2 		$1.64M Sell
52,829
-898
-2% -$26.6K 0.62% 57
2025
Q1 		$1.64M Sell
53,727
-10,616
-16% -$328K 0.82% 38
2024
Q4 		$1.93M Sell
64,343
-8,782
-12% -$275K 0.97% 25
2024
Q3 		$2.25M Buy
73,125
+2,822
+4% +$84.1K 1.05% 20
2024
Q2 		$2.03M Sell
70,303
-4,850
-6% -$141K 0.97% 25
2024
Q1 		$2.25M Sell
75,153
-36,852
-33% -$1.03M 1.1% 21
2023
Q4 		$3.03M Buy
112,005
+28,570
+34% +$719K 1.62% 14
2023
Q3 		$2.07M Sell
83,435
-5,224
-6% -$134K 1.44% 19
2023
Q2 		$2.25M Buy
88,659
+7,397
+9% +$182K 1.3% 20
2023
Q1 		$2M Buy
81,262
+382
+0.5% +$9.6K 1.43% 21
2022
Q4 		$1.98M Buy
+80,880
New +$1.98M 1.63% 16

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Retirement Guys Formula's DFLV Position: Q2 2026 in Review

Retirement Guys Formula reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 4.9% in Q2 2026, selling an estimated $80K and leaving 40,272 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #62.

Retirement Guys Formula first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q4 2023. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Retirement Guys Formula held 40,272 shares of Dimensional US Large Cap Value ETF worth $1.59M as of Q2 2026.
  • Retirement Guys Formula sold 2,090 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $80K.
  • Dimensional US Large Cap Value ETF made up 0.6% of Retirement Guys Formula's portfolio in Q2 2026, its #62 holding.
  • Retirement Guys Formula first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Guys Formula's Dimensional US Large Cap Value ETF position peaked at $3.03M in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.