Sterling Financial Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sterling Financial Planning’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	$1.01M	Buy	28,375 +1,256	+5%	+$45.3K	0.3%	51
2025 Q4	$928K	Buy	27,119 +303	+1%	+$10.1K	0.28%	53
2025 Q3	$882K	Sell	26,816 -4,528	-14%	-$145K	0.28%	52
2025 Q2	$972K	Buy	31,344 +6,355	+25%	+$188K	0.32%	53
2025 Q1	$764K	Buy	24,989 +3,153	+14%	+$97.4K	0.28%	52
2024 Q4	$656K	Buy	21,836 +1,164	+6%	+$36.4K	0.24%	56
2024 Q3	$637K	Buy	20,672 +10,552	+104%	+$314K	0.23%	59
2024 Q2	$293K	Buy	+10,120	New	+$294K	0.12%	86

Other funds holding DFLV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sterling Financial Planning's DFLV Position: Q1 2026 in Review

Sterling Financial Planning increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.6% in Q1 2026, buying an estimated $45.3K and bringing the position to 28,375 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #51.

Sterling Financial Planning first reported a position in DFLV in Q2 2024 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Sterling Financial Planning held 28,375 shares of Dimensional US Large Cap Value ETF worth $1.01M as of Q1 2026.
Sterling Financial Planning bought 1,256 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $45.3K.
Dimensional US Large Cap Value ETF made up 0.3% of Sterling Financial Planning's portfolio in Q1 2026, its #51 holding.
Sterling Financial Planning first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.