SHF
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
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 		$9.74M 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

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 $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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Stage Harbor Financial's DFLV Position: Q2 2026 in Review

Stage Harbor Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.5% in Q2 2026, buying an estimated $1.41M and bringing the position to 703,973 shares worth $27.8M. The position accounts for 16.08% of the portfolio, ranked #1.

Stage Harbor Financial 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.

  • Stage Harbor Financial held 703,973 shares of Dimensional US Large Cap Value ETF worth $27.8M as of Q2 2026.
  • Stage Harbor Financial bought 36,790 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.41M.
  • Dimensional US Large Cap Value ETF made up 16.08% of Stage Harbor Financial's portfolio in Q2 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 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.