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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

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. 96 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.
  • 96 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.