SNBOSCI
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Security National Bank of Sioux City Iowa’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Security National Bank of Sioux City Iowa’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 		$415K Buy
+11,618
New +$419K 0.25% 74

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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 $110B AUM 26.29% 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 $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Security National Bank of Sioux City Iowa's DFLV Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 11,618 shares worth $415K. The stake represents 0.25% of the portfolio and ranks #74 among its holdings.

366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Security National Bank of Sioux City Iowa held 11,618 shares of Dimensional US Large Cap Value ETF worth $415K as of Q1 2026.
  • Dimensional US Large Cap Value ETF was a new Security National Bank of Sioux City Iowa position in Q1 2026.
  • Dimensional US Large Cap Value ETF made up 0.25% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #74 holding.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.