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Ritter Daniher Financial Advisory’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Ritter Daniher Financial Advisory’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
Q1 		– Sell
-6
Closed -$208 – 597
2025
Q4 		$208 Hold
6
– – ﹤0.01% 589
2025
Q3 		$200 Hold
6
– – ﹤0.01% 455
2025
Q2 		$187 Buy
+6
New +$178 ﹤0.01% 331

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ritter Daniher Financial Advisory's DFLV Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 6 shares — an estimated $208 sold.

Ritter Daniher Financial Advisory first reported a position in DFLV in Q2 2025 and held it in 3 quarters. The position peaked at $208 in Q4 2025. 368 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Ritter Daniher Financial Advisory reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 6 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $208.
  • Ritter Daniher Financial Advisory first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Dimensional US Large Cap Value ETF position peaked at $208 in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.