SWA
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Sax Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sax Wealth Advisors’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 		$11.1M Buy
311,098
+22,954
+8% +$879K 0.45% 38
2026
Q1 		$9.86M Hold
288,144
– – 0.48% 34
2025
Q4 		$9.86M Buy
288,144
+25,048
+10% +$834K 0.46% 36
2025
Q3 		$8.66M Buy
263,096
+6,107
+2% +$195K 0.47% 36
2025
Q2 		$7.97M Buy
256,989
+35,697
+16% +$1.06M 0.48% 33
2025
Q1 		$6.76M Buy
221,292
+14,096
+7% +$435K 0.48% 35
2024
Q4 		$6.22M Sell
207,196
-11,604
-5% -$363K 0.49% 33
2024
Q3 		$6.74M Buy
218,800
+13,153
+6% +$392K 0.6% 26
2024
Q2 		$5.95M Buy
205,647
+21,669
+12% +$630K 0.57% 29
2024
Q1 		$5.52M Buy
183,978
+51,633
+39% +$1.44M 0.64% 23
2023
Q4 		$3.58M Buy
132,345
+65,559
+98% +$1.65M 0.58% 33
2023
Q3 		$1.66M Buy
66,786
+50,576
+312% +$1.3M 0.33% 51
2023
Q2 		$412K Buy
+16,210
New +$398K 0.08% 125

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

Sax Wealth Advisors's DFLV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 8% in Q2 2026, buying an estimated $879K and bringing the position to 311,098 shares worth $11.1M. The position accounts for 0.45% of the portfolio, ranked #38.

Sax Wealth Advisors first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Sax Wealth Advisors held 311,098 shares of Dimensional US Large Cap Value ETF worth $11.1M as of Q2 2026.
  • Sax Wealth Advisors bought 22,954 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $879K.
  • Dimensional US Large Cap Value ETF made up 0.45% of Sax Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.