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DFLV icon

Seneschal Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Seneschal 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
Q1 		$894K Buy
25,031
+2,654
+12% +$95.6K 0.66% 22
2025
Q4 		$766K Sell
22,377
-456
-2% -$15.2K 0.56% 22
2025
Q3 		$751K Buy
22,833
+2,068
+10% +$66.2K 0.55% 22
2025
Q2 		$644K Buy
20,765
+6,641
+47% +$197K 0.51% 21
2025
Q1 		$432K Buy
14,124
+670
+5% +$20.7K 0.37% 25
2024
Q4 		$404K Buy
+13,454
New +$421K 0.34% 26

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 $4.48B AUM 13.76% 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

Seneschal Advisors's DFLV Position: Q1 2026 in Review

Seneschal Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 12% in Q1 2026, buying an estimated $95.6K and bringing the position to 25,031 shares worth $894K. The position accounts for 0.66% of the portfolio, ranked #22.

Seneschal Advisors first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Seneschal Advisors held 25,031 shares of Dimensional US Large Cap Value ETF worth $894K as of Q1 2026.
  • Seneschal Advisors bought 2,654 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $95.6K.
  • Dimensional US Large Cap Value ETF made up 0.66% of Seneschal Advisors's portfolio in Q1 2026, its #22 holding.
  • Seneschal Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.