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 Q2	$2.19M	Sell	55,493 -2,746	-5%	-$105K	0.29%	44
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

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SC&H Financial Advisors's DFLV Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 4.7% in Q2 2026, selling an estimated $105K and leaving 55,493 shares worth $2.19M. The position accounts for 0.29% of the portfolio, ranked #44.

SC&H Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

SC&H Financial Advisors held 55,493 shares of Dimensional US Large Cap Value ETF worth $2.19M as of Q2 2026.
SC&H Financial Advisors sold 2,746 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $105K.
Dimensional US Large Cap Value ETF made up 0.29% of SC&H Financial Advisors's portfolio in Q2 2026, its #44 holding.
SC&H Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.