S.A. Mason’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

S.A. Mason’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 Q3	$102K	Buy	+2,529	New	+$104K	0.03%	282
2026 Q1	–	Sell	-3,749	Closed	-$128K	–	268
2025 Q4	$128K	Buy	+3,749	New	+$125K	0.05%	240
2025 Q3	–	Sell	-2,853	Closed	-$88.5K	–	277
2025 Q2	$88.5K	Hold	2,853	–	–	0.04%	251
2025 Q1	$87.2K	Hold	2,853	–	–	0.05%	242
2024 Q4	$85.7K	Hold	2,853	–	–	0.05%	243
2024 Q3	$87.9K	Buy	+2,853	New	+$85K	0.05%	237

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

S.A. Mason's DFLV Position: Q3 2026 in Review

S.A. Mason opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2026: 2,529 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: S.A. Mason previously reported a position in DFLV as recently as Q4 2025.

S.A. Mason first reported a position in DFLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $128K in Q4 2025. 219 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

S.A. Mason held 2,529 shares of Dimensional US Large Cap Value ETF worth $102K as of Q3 2026.
Dimensional US Large Cap Value ETF was a new S.A. Mason position in Q3 2026.
Dimensional US Large Cap Value ETF made up 0.03% of S.A. Mason's portfolio in Q3 2026, its #282 holding.
S.A. Mason first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
S.A. Mason's Dimensional US Large Cap Value ETF position peaked at $128K in Q4 2025.
219 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.