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

Root Financial Partners’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 		$186M Buy
4,713,950
+1,570,077
+50% +$60.1M 7.24% 4
2026
Q1 		$112M Buy
3,143,873
+399,663
+15% +$14.4M 5.19% 6
2025
Q4 		$93.9M Buy
2,744,210
+846,915
+45% +$28.2M 4.8% 7
2025
Q3 		$62.4M Buy
1,897,295
+915,855
+93% +$29.3M 3.85% 7
2025
Q2 		$30.4M Buy
981,440
+502,826
+105% +$14.9M 2.94% 9
2025
Q1 		$14.6M Buy
+478,614
New +$14.8M 1.56% 16

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $77.5B AUM 28.19% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Root Financial Partners's DFLV Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 50% in Q2 2026, buying an estimated $60.1M and bringing the position to 4,713,950 shares worth $186M. The position accounts for 7.24% of the portfolio, ranked #4.

Root Financial Partners first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Root Financial Partners held 4,713,950 shares of Dimensional US Large Cap Value ETF worth $186M as of Q2 2026.
  • Root Financial Partners bought 1,570,077 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $60.1M.
  • Dimensional US Large Cap Value ETF made up 7.24% of Root Financial Partners's portfolio in Q2 2026, its #4 holding.
  • Root Financial Partners first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.