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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
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 $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

Stratos Wealth Partners's DFLV Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 7,832 shares — an estimated $268K sold.

Stratos Wealth Partners first reported a position in DFLV in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,832 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $268K.
  • Stratos Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Stratos Wealth Partners's Dimensional US Large Cap Value ETF position peaked at $268K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.