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

Studio 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
2026 Q2	$7.28M	Buy	184,091 +9,497	+5%	+$364K	1.23%	19
2026 Q1	$6.23M	Buy	174,594 +4,765	+3%	+$172K	1.12%	21
2025 Q4	$5.81M	Buy	169,829 +7,141	+4%	+$238K	1.06%	24
2025 Q3	$5.35M	Buy	162,688 +16,815	+12%	+$538K	1.01%	26
2025 Q2	$4.52M	Buy	145,873 +4,798	+3%	+$142K	0.91%	30
2025 Q1	$4.31M	Buy	141,075 +19,336	+16%	+$597K	0.89%	28
2024 Q4	$3.66M	Buy	121,739 +21,828	+22%	+$683K	0.78%	35
2024 Q3	$3.08M	Buy	99,911 +15,218	+18%	+$453K	0.65%	43
2024 Q2	$2.45M	Buy	84,693 +7,125	+9%	+$207K	0.56%	49
2024 Q1	$2.33M	Buy	77,568 +6,929	+10%	+$193K	0.55%	52
2023 Q4	$1.91M	Buy	70,639 +574	+0.8%	+$14.4K	0.49%	56
2023 Q3	$1.74M	Buy	70,065 +8,103	+13%	+$208K	0.49%	54
2023 Q2	$1.57M	Buy	61,962 +12,375	+25%	+$304K	0.44%	59
2023 Q1	$1.22M	Buy	+49,587	New	+$1.25M	0.37%	59

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Studio Investment Management's DFLV Position: Q2 2026 in Review

Studio Investment Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.4% in Q2 2026, buying an estimated $364K and bringing the position to 184,091 shares worth $7.28M. The position accounts for 1.23% of the portfolio, ranked #19.

Studio Investment Management first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Studio Investment Management held 184,091 shares of Dimensional US Large Cap Value ETF worth $7.28M as of Q2 2026.
Studio Investment Management bought 9,497 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $364K.
Dimensional US Large Cap Value ETF made up 1.23% of Studio Investment Management's portfolio in Q2 2026, its #19 holding.
Studio Investment Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.