Stage Harbor Financial
DFLV icon

Stage Harbor Financial’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Stage Harbor Financial’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
Q3 		$28.1M Sell
700,295
-3,678
-0.5% -$151K 15.99% 1
2026
Q2 		$27.8M Buy
703,973
+36,790
+6% +$1.41M 16.08% 1
2026
Q1 		$23.8M Buy
667,183
+34,548
+5% +$1.24M 15.8% 1
2025
Q4 		$21.6M Buy
632,635
+26,839
+4% +$894K 14.59% 2
2025
Q3 		$19.9M Buy
605,796
+20,756
+4% +$664K 14.58% 2
2025
Q2 		$18.1M Buy
585,040
+93,765
+19% +$2.78M 14.74% 2
2025
Q1 		$15M Buy
491,275
+56,393
+13% +$1.74M 12.72% 2
2024
Q4 		$13.1M Buy
434,882
+47,242
+12% +$1.48M 11.36% 3
2024
Q3 		$12.1M Buy
387,640
+33,192
+9% +$989K 11.04% 3
2024
Q2 		$10.2M Buy
354,448
+29,805
+9% +$867K 9.9% 3
2024
Q1 		$9.7M Buy
324,643
+47,487
+17% +$1.32M 8.85% 3
2023
Q4 		$7.5M Buy
+277,156
New +$6.97M 7.22% 3

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Stage Harbor Financial's DFLV Position: Q3 2026 in Review

Stage Harbor Financial reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.52% in Q3 2026, selling an estimated $151K and leaving 700,295 shares worth $28.1M. The position accounts for 15.99% of the portfolio, ranked #1.

Stage Harbor Financial first reported a position in DFLV in Q4 2023 and has held it in 12 quarters since. 250 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Stage Harbor Financial held 700,295 shares of Dimensional US Large Cap Value ETF worth $28.1M as of Q3 2026.
  • Stage Harbor Financial sold 3,678 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $151K.
  • Dimensional US Large Cap Value ETF made up 15.99% of Stage Harbor Financial's portfolio in Q3 2026, its #1 holding.
  • Stage Harbor Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.