Sensible Money’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sensible Money’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	$586K	Buy	14,818 +48	+0.3%	+$1.84K	0.16%	41
2026 Q1	$527K	Buy	14,770 +327	+2%	+$11.8K	0.16%	42
2025 Q4	$494K	Buy	14,443 +51	+0.4%	+$1.7K	0.16%	42
2025 Q3	$474K	Buy	14,392 +57	+0.4%	+$1.82K	0.16%	44
2025 Q2	$445K	Buy	14,335 +60	+0.4%	+$1.78K	0.17%	46
2025 Q1	$436K	Sell	14,275 -15	-0.1%	-$463	0.19%	45
2024 Q4	$429K	Hold	14,290	–	–	0.19%	45
2024 Q3	$440K	Buy	14,290 +1,881	+15%	+$56K	0.19%	46
2024 Q2	$359K	Buy	12,409 +145	+1%	+$4.22K	0.17%	52
2024 Q1	$368K	Buy	+12,264	New	+$342K	0.2%	49

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

Sensible Money's DFLV Position: Q2 2026 in Review

Sensible Money increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.32% in Q2 2026, buying an estimated $1.84K and bringing the position to 14,818 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #41.

Sensible Money first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Sensible Money held 14,818 shares of Dimensional US Large Cap Value ETF worth $586K as of Q2 2026.
Sensible Money bought 48 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.84K.
Dimensional US Large Cap Value ETF made up 0.16% of Sensible Money's portfolio in Q2 2026, its #41 holding.
Sensible Money first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.