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Steward Partners Investment Advisory’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Steward Partners Investment Advisory’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 		$104K Sell
2,906
-1
-0% -$36 ﹤0.01% 2355
2025
Q4 		$99.4K Hold
2,907
– – ﹤0.01% 2298
2025
Q3 		$95.6K Hold
2,907
– – ﹤0.01% 2262
2025
Q2 		$90.2K Sell
2,907
-34,754
-92% -$1.03M ﹤0.01% 2181
2025
Q1 		$1.15M Buy
37,661
+28,233
+299% +$872K 0.01% 864
2024
Q4 		$283K Buy
9,428
+2,765
+41% +$86.5K ﹤0.01% 1441
2024
Q3 		$205K Buy
6,663
+550
+9% +$16.4K ﹤0.01% 1519
2024
Q2 		$177K Sell
6,113
-162
-3% -$4.71K ﹤0.01% 1507
2024
Q1 		$188K Buy
6,275
+100
+2% +$2.79K ﹤0.01% 1463
2023
Q4 		$167K Sell
6,175
-275
-4% -$6.92K ﹤0.01% 1451
2023
Q3 		$160K Buy
+6,450
New +$165K ﹤0.01% 1389

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

Steward Partners Investment Advisory's DFLV Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.03% in Q1 2026, selling an estimated $36 and leaving 2,906 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Steward Partners Investment Advisory first reported a position in DFLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Steward Partners Investment Advisory held 2,906 shares of Dimensional US Large Cap Value ETF worth $104K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1 Dimensional US Large Cap Value ETF share in Q1 2026, an estimated $36.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2355 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Dimensional US Large Cap Value ETF position peaked at $1.15M in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.