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DFLV icon

SC&H Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

SC&H Financial 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
Q1 		$2.08M Buy
58,239
+14,039
+32% +$506K 0.31% 39
2025
Q4 		$1.51M Sell
44,200
-3,287
-7% -$109K 0.23% 53
2025
Q3 		$1.56M Sell
47,487
-14,459
-23% -$463K 0.25% 49
2025
Q2 		$1.92M Buy
61,946
+10,984
+22% +$325K 0.33% 41
2025
Q1 		$1.56M Buy
50,962
+3,941
+8% +$122K 0.31% 44
2024
Q4 		$1.41M Sell
47,021
-3,286
-7% -$103K 0.29% 48
2024
Q3 		$1.55M Sell
50,307
-2,932
-6% -$87.3K 0.34% 45
2024
Q2 		$1.54M Buy
53,239
+88
+0.2% +$2.56K 0.38% 39
2024
Q1 		$1.59M Buy
53,151
+360
+0.7% +$10K 0.42% 35
2023
Q4 		$1.43M Buy
52,791
+1,955
+4% +$49.2K 0.41% 38
2023
Q3 		$1.26M Buy
50,836
+5,971
+13% +$153K 0.42% 38
2023
Q2 		$1.14M Buy
44,865
+32,126
+252% +$789K 0.38% 49
2023
Q1 		$313K Buy
+12,739
New +$320K 0.11% 109

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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