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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return