Signature Estate & Investment Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Signature Estate & Investment 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	$5.29M	Buy	133,894 +10,544	+9%	+$404K	0.1%	97
2026 Q1	$4.4M	Buy	123,350 +328	+0.3%	+$11.8K	0.09%	109
2025 Q4	$4.21M	Buy	123,022 +39,126	+47%	+$1.3M	0.08%	107
2025 Q3	$2.76M	Buy	83,896 +27,065	+48%	+$866K	0.06%	141
2025 Q2	$1.76M	Buy	56,831 +10,003	+21%	+$296K	0.04%	166
2025 Q1	$1.43M	Buy	46,828 +7,884	+20%	+$244K	0.04%	176
2024 Q4	$1.17M	Buy	38,944 +31,890	+452%	+$998K	0.03%	192
2024 Q3	$217K	Buy	+7,054	New	+$210K	0.01%	486

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

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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Signature Estate & Investment Advisors's DFLV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 8.5% in Q2 2026, buying an estimated $404K and bringing the position to 133,894 shares worth $5.29M. The position accounts for 0.1% of the portfolio, ranked #97.

Signature Estate & Investment Advisors first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Signature Estate & Investment Advisors held 133,894 shares of Dimensional US Large Cap Value ETF worth $5.29M as of Q2 2026.
Signature Estate & Investment Advisors bought 10,544 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $404K.
Dimensional US Large Cap Value ETF made up 0.1% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #97 holding.
Signature Estate & Investment Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.