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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
Q3 		$2.19M Sell
54,518
-975
-2% -$40K 0.3% 40
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

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

SC&H Financial Advisors's DFLV Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.8% in Q3 2026, selling an estimated $40K and leaving 54,518 shares worth $2.19M. The position accounts for 0.3% of the portfolio, ranked #40.

SC&H Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.19M in Q2 2026. 58 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • SC&H Financial Advisors held 54,518 shares of Dimensional US Large Cap Value ETF worth $2.19M as of Q3 2026.
  • SC&H Financial Advisors sold 975 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $40K.
  • Dimensional US Large Cap Value ETF made up 0.3% of SC&H Financial Advisors's portfolio in Q3 2026, its #40 holding.
  • SC&H Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • SC&H Financial Advisors's Dimensional US Large Cap Value ETF position peaked at $2.19M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.