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DFLV icon

Stratos Investment Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Stratos Investment Management’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
2025
Q3 		– Sell
-19,969
Closed -$619K – 364
2025
Q2 		$619K Buy
+19,969
New +$591K 0.03% 226

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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Stratos Investment Management's DFLV Position: Q3 2025 in Review

Stratos Investment Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2025, closing a stake of 19,969 shares — an estimated $619K sold.

Stratos Investment Management first reported a position in DFLV in Q2 2025 and held it in 1 quarter. The position peaked at $619K in Q2 2025. 309 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • Stratos Investment Management reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 19,969 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $619K.
  • Stratos Investment Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Stratos Investment Management's Dimensional US Large Cap Value ETF position peaked at $619K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.