TH
DFLV icon

Team Hewins’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Team Hewins’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 		$37M Sell
935,378
-8,994
-1% -$344K 10.12% 5
2026
Q1 		$33.7M Buy
944,372
+29,135
+3% +$1.05M 10.02% 5
2025
Q4 		$31.3M Buy
915,237
+43,473
+5% +$1.45M 10.09% 5
2025
Q3 		$28.7M Buy
871,764
+32,532
+4% +$1.04M 9.69% 5
2025
Q2 		$26M Buy
839,232
+13,145
+2% +$389K 9.39% 5
2025
Q1 		$25.3M Buy
826,087
+24,346
+3% +$752K 9.81% 5
2024
Q4 		$24.1M Buy
801,741
+48,686
+6% +$1.52M 9.42% 5
2024
Q3 		$23.2M Buy
753,055
+23,216
+3% +$692K 8.88% 5
2024
Q2 		$21.1M Buy
729,839
+7,609
+1% +$221K 8.77% 5
2024
Q1 		$21.7M Buy
722,230
+18,812
+3% +$525K 8.72% 5
2023
Q4 		$19M Buy
703,418
+56,786
+9% +$1.43M 8.25% 5
2023
Q3 		$16M Buy
646,632
+23,241
+4% +$596K 3.69% 9
2023
Q2 		$15.8M Buy
+623,391
New +$15.3M 7.56% 5

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Team Hewins's DFLV Position: Q2 2026 in Review

Team Hewins reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.95% in Q2 2026, selling an estimated $344K and leaving 935,378 shares worth $37M. The position accounts for 10.12% of the portfolio, ranked #5.

Team Hewins first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Team Hewins held 935,378 shares of Dimensional US Large Cap Value ETF worth $37M as of Q2 2026.
  • Team Hewins sold 8,994 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $344K.
  • Dimensional US Large Cap Value ETF made up 10.12% of Team Hewins's portfolio in Q2 2026, its #5 holding.
  • Team Hewins first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.