Sprinkle Financial Consultants’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sprinkle Financial Consultants’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	$4.92M	Sell	124,514 -2,700	-2%	-$103K	1.93%	15
2026 Q1	$4.54M	Buy	127,214 +2,125	+2%	+$76.6K	2.1%	14
2025 Q4	$4.28M	Buy	125,089 +1,041	+0.8%	+$34.7K	2.17%	14
2025 Q3	$4.08M	Buy	124,048 +2,943	+2%	+$94.1K	2.28%	13
2025 Q2	$3.76M	Buy	121,105 +29,937	+33%	+$886K	2.3%	13
2025 Q1	$2.79M	Buy	91,168 +19,793	+28%	+$611K	1.77%	15
2024 Q4	$2.14M	Buy	71,375 +415	+0.6%	+$13K	1.46%	17
2024 Q3	$2.19M	Buy	70,960 +3,540	+5%	+$105K	1.56%	16
2024 Q2	$1.95M	Buy	67,420 +22,621	+50%	+$658K	1.54%	16
2024 Q1	$1.34M	Buy	44,799 +992	+2%	+$27.7K	1.15%	20
2023 Q4	$1.19M	Buy	+43,807	New	+$1.1M	1.21%	18

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

Sprinkle Financial Consultants's DFLV Position: Q2 2026 in Review

Sprinkle Financial Consultants reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.1% in Q2 2026, selling an estimated $103K and leaving 124,514 shares worth $4.92M. The position accounts for 1.93% of the portfolio, ranked #15.

Sprinkle Financial Consultants first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Sprinkle Financial Consultants held 124,514 shares of Dimensional US Large Cap Value ETF worth $4.92M as of Q2 2026.
Sprinkle Financial Consultants sold 2,700 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $103K.
Dimensional US Large Cap Value ETF made up 1.93% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #15 holding.
Sprinkle Financial Consultants first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.