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Samalin Investment Counsel’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Samalin Investment Counsel’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 		$1.21M Sell
30,694
-590
-2% -$22.6K 0.38% 70
2026
Q1 		$1.12M Buy
31,284
+1,660
+6% +$59.8K 0.4% 67
2025
Q4 		$1.01M Buy
29,624
+1,728
+6% +$57.6K 0.36% 70
2025
Q3 		$918K Buy
27,896
+683
+3% +$21.8K 0.32% 88
2025
Q2 		$844K Buy
27,213
+701
+3% +$20.8K 0.32% 84
2025
Q1 		$810K Buy
26,512
+17,416
+191% +$538K 0.33% 90
2024
Q4 		$273K Buy
+9,096
New +$285K 0.12% 233

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

Samalin Investment Counsel's DFLV Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.9% in Q2 2026, selling an estimated $22.6K and leaving 30,694 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #70.

Samalin Investment Counsel first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Samalin Investment Counsel held 30,694 shares of Dimensional US Large Cap Value ETF worth $1.21M as of Q2 2026.
  • Samalin Investment Counsel sold 590 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $22.6K.
  • Dimensional US Large Cap Value ETF made up 0.38% of Samalin Investment Counsel's portfolio in Q2 2026, its #70 holding.
  • Samalin Investment Counsel first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.