SPC
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Sigma Planning Corp’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sigma Planning Corp’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
2025
Q4 		– Sell
-11,253
Closed -$370K – 1314
2025
Q3 		$370K Buy
11,253
+1,406
+14% +$45K 0.01% 949
2025
Q2 		$305K Buy
+9,847
New +$292K 0.01% 983

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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sigma Planning Corp's DFLV Position: Q4 2025 in Review

Sigma Planning Corp sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 11,253 shares — an estimated $370K sold.

Sigma Planning Corp first reported a position in DFLV in Q2 2025 and held it in 2 quarters. The position peaked at $370K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • Sigma Planning Corp reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 11,253 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $370K.
  • Sigma Planning Corp first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Sigma Planning Corp's Dimensional US Large Cap Value ETF position peaked at $370K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.