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

Sentinel Pension 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 Q2	$7.24M	Buy	181,231 +12,333	+7%	+$472K	0.95%	20
2026 Q1	$6.03M	Sell	168,898 -48,752	-22%	-$1.76M	0.89%	21
2025 Q4	$7.45M	Buy	217,650 +46,340	+27%	+$1.54M	1.14%	15
2025 Q3	$5.64M	Buy	171,310 +11,865	+7%	+$380K	0.9%	22
2025 Q2	$4.95M	Buy	+159,445	New	+$4.72M	0.83%	23

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

Sentinel Pension Advisors's DFLV Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 7.3% in Q2 2026, buying an estimated $472K and bringing the position to 181,231 shares worth $7.24M. The position accounts for 0.95% of the portfolio, ranked #20.

Sentinel Pension Advisors first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.45M in Q4 2025. 396 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Sentinel Pension Advisors held 181,231 shares of Dimensional US Large Cap Value ETF worth $7.24M as of Q2 2026.
Sentinel Pension Advisors bought 12,333 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $472K.
Dimensional US Large Cap Value ETF made up 0.95% of Sentinel Pension Advisors's portfolio in Q2 2026, its #20 holding.
Sentinel Pension Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Sentinel Pension Advisors's Dimensional US Large Cap Value ETF position peaked at $7.45M in Q4 2025.
396 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.