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DFLV icon

Strategic Investment Solutions’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Strategic Investment Solutions’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 		$3.19M Buy
80,610
+5,221
+7% +$200K 0.73% 31
2026
Q1 		$2.69M Buy
75,389
+909
+1% +$32.8K 0.65% 35
2025
Q4 		$2.55M Sell
74,480
-20
-0% -$666 0.61% 37
2025
Q3 		$2.45M Sell
74,500
-5,353
-7% -$171K 0.65% 37
2025
Q2 		$2.48M Sell
79,853
-58,663
-42% -$1.74M 0.75% 32
2025
Q1 		$4.23M Buy
138,516
+31,151
+29% +$962K 1.23% 22
2024
Q4 		$3.16M Buy
107,365
+27,270
+34% +$853K 1.06% 23
2024
Q3 		$2.47M Buy
80,095
+7,700
+11% +$229K 0.74% 27
2024
Q2 		$2.2M Buy
+72,395
New +$2.11M 0.71% 29
2023
Q4 		$575K Sell
21,267
-365,182
-94% -$9.19M 0.1% 100
2023
Q3 		$9.92M Buy
386,449
+375,018
+3,281% +$9.61M 0.12% 94
2023
Q2 		$273K Buy
11,431
+1,550
+16% +$38K 0.06% 113
2023
Q1 		$243K Buy
9,881
+98
+1% +$2.46K 0.05% 162
2022
Q4 		$257K Buy
+9,783
New +$240K 0.13% 80

Other funds holding DFLV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Strategic Investment Solutions's DFLV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional US Large Cap Value ETF (DFLV) stake by 6.9% in Q2 2026, buying an estimated $200K and bringing the position to 80,610 shares worth $3.19M. The position accounts for 0.73% of the portfolio, ranked #31.

Strategic Investment Solutions first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.92M in Q3 2023. 153 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Strategic Investment Solutions held 80,610 shares of Dimensional US Large Cap Value ETF worth $3.19M as of Q2 2026.
  • Strategic Investment Solutions bought 5,221 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $200K.
  • Dimensional US Large Cap Value ETF made up 0.73% of Strategic Investment Solutions's portfolio in Q2 2026, its #31 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional US Large Cap Value ETF position peaked at $9.92M in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.