Security National Bank of So Dak’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Security National Bank of So Dak’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	$309K	Buy	+8,645	New	+$311K	0.15%	103

Other funds holding DFLV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 $20.3B AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Security National Bank of So Dak's DFLV Position: Q1 2026 in Review

Security National Bank of So Dak opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 8,645 shares worth $309K. The stake represents 0.15% of the portfolio and ranks #103 among its holdings.

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

Security National Bank of So Dak held 8,645 shares of Dimensional US Large Cap Value ETF worth $309K as of Q1 2026.
Dimensional US Large Cap Value ETF was a new Security National Bank of So Dak position in Q1 2026.
Dimensional US Large Cap Value ETF made up 0.15% of Security National Bank of So Dak's portfolio in Q1 2026, its #103 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 So Dak's 13F filing for Q1 2026, filed 15 May 2026.