TAGStone Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

TAGStone Capital’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 Q3	$664K	Buy	16,539 +50	+0.3%	+$2.05K	0.2%	77
2026 Q2	$652K	Buy	16,489 +10	+0.1%	+$383	0.21%	75
2026 Q1	$588K	Buy	16,479 +119	+0.7%	+$4.29K	0.21%	80
2025 Q4	$560K	Buy	16,360 +2,785	+21%	+$92.8K	0.21%	77
2025 Q3	$447K	Buy	13,575 +210	+2%	+$6.72K	0.18%	82
2025 Q2	$419K	Buy	13,365 +596	+5%	+$17.6K	0.17%	83
2025 Q1	$390K	Sell	12,769 -12	-0.1%	-$371	0.19%	72
2024 Q4	$384K	Sell	12,781 -1,821	-12%	-$57K	0.19%	70
2024 Q3	$450K	Sell	14,602 -56	-0.4%	-$1.67K	0.23%	65
2024 Q2	$424K	Buy	+14,658	New	+$426K	0.24%	65

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TAGStone Capital's DFLV Position: Q3 2026 in Review

TAGStone Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.3% in Q3 2026, buying an estimated $2.05K and bringing the position to 16,539 shares worth $664K. The position accounts for 0.2% of the portfolio, ranked #77.

TAGStone Capital first reported a position in DFLV in Q2 2024 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

TAGStone Capital held 16,539 shares of Dimensional US Large Cap Value ETF worth $664K as of Q3 2026.
TAGStone Capital bought 50 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $2.05K.
Dimensional US Large Cap Value ETF made up 0.2% of TAGStone Capital's portfolio in Q3 2026, its #77 holding.
TAGStone Capital first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
284 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.