Stifel Financial
DFLV icon

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

Stifel 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 		$6.86M Buy
192,204
+266
+0.1% +$9.58K 0.01% 1160
2025
Q4 		$6.57M Buy
191,938
+11,657
+6% +$388K 0.01% 1178
2025
Q3 		$5.93M Buy
180,281
+8,557
+5% +$274K 0.01% 1207
2025
Q2 		$5.33M Buy
171,724
+63,601
+59% +$1.88M 0.01% 1219
2025
Q1 		$3.31M Buy
108,123
+98,875
+1,069% +$3.05M ﹤0.01% 1419
2024
Q4 		$278K Hold
9,248
– – ﹤0.01% 2995
2024
Q3 		$285K Sell
9,248
-191
-2% -$5.69K ﹤0.01% 2989
2024
Q2 		$273K Sell
9,439
-20,210
-68% -$588K ﹤0.01% 2959
2024
Q1 		$889K Buy
+29,649
New +$827K ﹤0.01% 2259

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