SC
DFLV icon

Schoolcraft Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Schoolcraft Capital’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 		$15.3M Buy
427,260
+21,067
+5% +$759K 2.96% 12
2025
Q4 		$13.9M Buy
406,193
+14,078
+4% +$469K 2.7% 13
2025
Q3 		$12.9M Buy
392,115
+2,129
+0.5% +$68.1K 2.58% 13
2025
Q2 		$12.1M Sell
389,986
-75,308
-16% -$2.23M 2.47% 13
2025
Q1 		$14.2M Buy
465,294
+20,013
+4% +$618K 2.79% 12
2024
Q4 		$13.4M Buy
445,281
+7,506
+2% +$235K 2.79% 12
2024
Q3 		$13.5M Sell
437,775
-1,668
-0.4% -$49.7K 2.74% 12
2024
Q2 		$12.7M Buy
439,443
+86,818
+25% +$2.53M 2.73% 12
2024
Q1 		$10.6M Buy
352,625
+49,551
+16% +$1.38M 2.48% 12
2023
Q4 		$8.2M Buy
303,074
+123,568
+69% +$3.11M 2.07% 13
2023
Q3 		$4.45M Buy
179,506
+18,397
+11% +$472K 1.26% 18
2023
Q2 		$4.09M Buy
161,109
+72,397
+82% +$1.78M 1.12% 18
2023
Q1 		$2.18M Buy
88,712
+78,168
+741% +$1.96M 0.63% 24
2022
Q4 		$259K Buy
+10,544
New +$259K 0.08% 53

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 $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Schoolcraft Capital's DFLV Position: Q1 2026 in Review

Schoolcraft Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.2% in Q1 2026, buying an estimated $759K and bringing the position to 427,260 shares worth $15.3M. The position accounts for 2.96% of the portfolio, ranked #12.

Schoolcraft Capital first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Schoolcraft Capital held 427,260 shares of Dimensional US Large Cap Value ETF worth $15.3M as of Q1 2026.
  • Schoolcraft Capital bought 21,067 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $759K.
  • Dimensional US Large Cap Value ETF made up 2.96% of Schoolcraft Capital's portfolio in Q1 2026, its #12 holding.
  • Schoolcraft Capital first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.