SC
DFLV icon

Savant Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Savant Capital’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 		$736M Buy
20,622,687
+3,125,297
+18% +$113M 3.56% 8
2025
Q4 		$599M Buy
17,497,390
+2,023,145
+13% +$67.4M 3.4% 7
2025
Q3 		$509M Buy
15,474,245
+2,398,267
+18% +$76.7M 3.09% 8
2025
Q2 		$406M Buy
13,075,978
+3,717,443
+40% +$110M 2.91% 8
2025
Q1 		$286M Buy
9,358,535
+2,518,513
+37% +$77.8M 2.42% 10
2024
Q4 		$205M Buy
6,840,022
+2,655,670
+63% +$83.1M 1.61% 13
2024
Q3 		$129M Buy
4,184,352
+3,265,298
+355% +$97.3M 1.07% 17
2024
Q2 		$26.6M Buy
919,054
+672,374
+273% +$19.6M 0.27% 67
2024
Q1 		$7.4M Sell
246,680
-77,542
-24% -$2.16M 0.08% 149
2023
Q4 		$8.77M Sell
324,222
-83,644
-21% -$2.1M 0.11% 127
2023
Q3 		$10.1M Buy
407,866
+393,848
+2,810% +$10.1M 0.15% 113
2023
Q2 		$356K Sell
14,018
-15,351
-52% -$377K 0.01% 601
2023
Q1 		$722K Buy
29,369
+20,028
+214% +$503K 0.01% 394
2022
Q4 		$229K Buy
+9,341
New +$229K 0.01% 529

Other funds holding DFLV

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Savant Capital's DFLV Position: Q1 2026 in Review

Savant Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 18% in Q1 2026, buying an estimated $113M and bringing the position to 20,622,687 shares worth $736M. The position accounts for 3.56% of the portfolio, ranked #8.

Savant Capital first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Savant Capital held 20,622,687 shares of Dimensional US Large Cap Value ETF worth $736M as of Q1 2026.
  • Savant Capital bought 3,125,297 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $113M.
  • Dimensional US Large Cap Value ETF made up 3.56% of Savant Capital's portfolio in Q1 2026, its #8 holding.
  • Savant Capital first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.