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 Q3	$597K	Buy	14,869 +51	+0.3%	+$2.09K	0.15%	42
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sensible Money's DFLV Position: Q3 2026 in Review

Sensible Money increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.34% in Q3 2026, buying an estimated $2.09K and bringing the position to 14,869 shares worth $597K. The position accounts for 0.15% of the portfolio, ranked #42.

Sensible Money first reported a position in DFLV in Q1 2024 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Sensible Money held 14,869 shares of Dimensional US Large Cap Value ETF worth $597K as of Q3 2026.
Sensible Money bought 51 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $2.09K.
Dimensional US Large Cap Value ETF made up 0.15% of Sensible Money's portfolio in Q3 2026, its #42 holding.
Sensible Money first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
151 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.