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Squire Investment Management Company’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Squire Investment Management Company’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 		$348K Buy
+8,790
New +$337K 0.08% 68

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 $78.6B AUM 28.08% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Squire Investment Management Company's DFLV Position: Q2 2026 in Review

Squire Investment Management Company opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 8,790 shares worth $348K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

328 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Squire Investment Management Company held 8,790 shares of Dimensional US Large Cap Value ETF worth $348K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Squire Investment Management Company position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.08% of Squire Investment Management Company's portfolio in Q2 2026, its #68 holding.
  • 328 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.