Savant Capital
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
Q3 		$1.22B Buy
30,412,952
+4,926,839
+19% +$202M 3.5% 5
2026
Q2 		$1.01B Buy
25,486,113
+4,863,426
+24% +$186M 2.97% 7
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Savant Capital's DFLV Position: Q3 2026 in Review

Savant Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 19% in Q3 2026, buying an estimated $202M and bringing the position to 30,412,952 shares worth $1.22B. The position accounts for 3.5% of the portfolio, ranked #5.

Savant Capital first reported a position in DFLV in Q4 2022 and has held it in 16 quarters since. 269 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Savant Capital held 30,412,952 shares of Dimensional US Large Cap Value ETF worth $1.22B as of Q3 2026.
  • Savant Capital bought 4,926,839 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $202M.
  • Dimensional US Large Cap Value ETF made up 3.5% of Savant Capital's portfolio in Q3 2026, its #5 holding.
  • Savant Capital first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.