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

Sequoia Financial 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 		$6.2M Sell
156,816
-44,727
-22% -$1.71M 0.03% 314
2026
Q1 		$7.2M Sell
201,543
-54,592
-21% -$1.97M 0.04% 258
2025
Q4 		$8.76M Sell
256,135
-78,993
-24% -$2.63M 0.05% 218
2025
Q3 		$11M Buy
+335,128
New +$10.7M 0.07% 185

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Sequoia Financial Advisors's DFLV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 22% in Q2 2026, selling an estimated $1.71M and leaving 156,816 shares worth $6.2M. The position accounts for 0.03% of the portfolio, ranked #314.

Sequoia Financial Advisors first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $11M in Q3 2025. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Sequoia Financial Advisors held 156,816 shares of Dimensional US Large Cap Value ETF worth $6.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 44,727 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.71M.
  • Dimensional US Large Cap Value ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #314 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Dimensional US Large Cap Value ETF position peaked at $11M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.