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SOL Capital Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

SOL Capital Management’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
Q1 		– Sell
-64,297
Closed -$2.2M – 118
2025
Q4 		$2.2M Buy
64,297
+7,967
+14% +$265K 0.2% 117
2025
Q3 		$1.85M Buy
56,330
+7,961
+16% +$255K 0.17% 126
2025
Q2 		$1.5M Buy
48,369
+7,028
+17% +$208K 0.15% 140
2025
Q1 		$1.26M Buy
41,341
+23,046
+126% +$712K 0.14% 144
2024
Q4 		$549K Buy
18,295
+9,560
+109% +$299K 0.06% 215
2024
Q3 		$269K Buy
8,735
+310
+4% +$9.23K 0.03% 274
2024
Q2 		$244K Hold
8,425
– – 0.03% 275
2024
Q1 		$253K Hold
8,425
– – 0.03% 275
2023
Q4 		$228K Hold
8,425
– – 0.03% 280
2023
Q3 		$209K Buy
+8,425
New +$216K 0.03% 279

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SOL Capital Management's DFLV Position: Q1 2026 in Review

SOL Capital Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 64,297 shares — an estimated $2.2M sold.

SOL Capital Management first reported a position in DFLV in Q3 2023 and held it in 10 quarters. The position peaked at $2.2M in Q4 2025. 367 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • SOL Capital Management reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 64,297 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $2.2M.
  • SOL Capital Management first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and held it in 10 quarters.
  • SOL Capital Management's Dimensional US Large Cap Value ETF position peaked at $2.2M in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.