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Stratos Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Stratos Wealth Partners’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 		$365K Buy
+9,225
New +$353K ﹤0.01% 1293
2026
Q1 		– Sell
-7,832
Closed -$268K – 1639
2025
Q4 		$268K Buy
7,832
+364
+5% +$12.1K ﹤0.01% 1352
2025
Q3 		$246K Buy
7,468
+185
+3% +$5.92K ﹤0.01% 1354
2025
Q2 		$226K Buy
+7,283
New +$216K ﹤0.01% 1275

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

Stratos Wealth Partners's DFLV Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 9,225 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in DFLV as recently as Q4 2025.

Stratos Wealth Partners first reported a position in DFLV in Q2 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Stratos Wealth Partners held 9,225 shares of Dimensional US Large Cap Value ETF worth $365K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Stratos Wealth Partners position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1293 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.