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 Q2	$16.8M	Sell	425,503 -1,757	-0.4%	-$67.3K	2.99%	12
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

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

Schoolcraft Capital's DFLV Position: Q2 2026 in Review

Schoolcraft Capital reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.41% in Q2 2026, selling an estimated $67.3K and leaving 425,503 shares worth $16.8M. The position accounts for 2.99% of the portfolio, ranked #12.

Schoolcraft Capital first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Schoolcraft Capital held 425,503 shares of Dimensional US Large Cap Value ETF worth $16.8M as of Q2 2026.
Schoolcraft Capital sold 1,757 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $67.3K.
Dimensional US Large Cap Value ETF made up 2.99% of Schoolcraft Capital's portfolio in Q2 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 15 quarters since.
394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.