RF
DFLV icon

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

Robinswood Financial’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
-55
Closed -$1.81K – 408
2025
Q3 		$1.81K Hold
55
– – ﹤0.01% 341
2025
Q2 		$1.71K Buy
+55
New +$1.63K ﹤0.01% 351

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

Robinswood Financial's DFLV Position: Q4 2025 in Review

Robinswood Financial sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 55 shares — an estimated $1.81K sold.

Robinswood Financial first reported a position in DFLV in Q2 2025 and held it in 2 quarters. The position peaked at $1.81K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • Robinswood Financial reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Robinswood Financial sold 55 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $1.81K.
  • Robinswood Financial first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Robinswood Financial's Dimensional US Large Cap Value ETF position peaked at $1.81K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on Robinswood Financial's 13F filing for Q4 2025, filed 14 Jul 2026.