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Savvy Advisors Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Savvy Advisors Inc’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 		$1.31M Sell
33,131
-1,750
-5% -$67K 0.03% 444
2026
Q1 		$1.25M Sell
34,881
-3,801
-10% -$137K 0.03% 377
2025
Q4 		$1.32M Buy
+38,682
New +$1.29M 0.04% 316

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

Savvy Advisors Inc's DFLV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 5% in Q2 2026, selling an estimated $67K and leaving 33,131 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #444.

Savvy Advisors Inc first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Savvy Advisors Inc held 33,131 shares of Dimensional US Large Cap Value ETF worth $1.31M as of Q2 2026.
  • Savvy Advisors Inc sold 1,750 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $67K.
  • Dimensional US Large Cap Value ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #444 holding.
  • Savvy Advisors Inc first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Dimensional US Large Cap Value ETF position peaked at $1.32M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.