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
Q2 		$7.49M Sell
189,357
-2,847
-1% -$109K 0.01% 1187
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 $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

Stifel Financial's DFLV Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.5% in Q2 2026, selling an estimated $109K and leaving 189,357 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #1187.

Stifel Financial first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Stifel Financial held 189,357 shares of Dimensional US Large Cap Value ETF worth $7.49M as of Q2 2026.
  • Stifel Financial sold 2,847 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1187 holding.
  • Stifel Financial first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.