Tilson Financial Group
DFLV icon

Tilson Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Tilson Financial Group’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 		$30.8M Sell
766,131
-22,395
-3% -$919K 8.52% 3
2026
Q2 		$31.2M Buy
788,526
+7,179
+0.9% +$275K 8.57% 3
2026
Q1 		$27.9M Buy
781,347
+16,812
+2% +$606K 8.37% 3
2025
Q4 		$26.2M Buy
764,535
+26,561
+4% +$885K 8.05% 3
2025
Q3 		$24.3M Buy
737,974
+14,156
+2% +$453K 7.98% 3
2025
Q2 		$22.5M Sell
723,818
-31,870
-4% -$944K 8.47% 3
2025
Q1 		$23.1M Buy
755,688
+137,724
+22% +$4.25M 9.14% 3
2024
Q4 		$18.6M Buy
617,964
+38,637
+7% +$1.21M 7.57% 3
2024
Q3 		$17.8M Buy
579,327
+135,245
+30% +$4.03M 7.73% 4
2024
Q2 		$12.8M Buy
444,082
+26,557
+6% +$772K 12.97% 2
2024
Q1 		$12.5M Buy
417,525
+86,744
+26% +$2.42M 6.73% 3
2023
Q4 		$8.95M Buy
330,781
+160,756
+95% +$4.04M 5.76% 4
2023
Q3 		$4.22M Buy
170,025
+69,410
+69% +$1.78M 3.31% 10
2023
Q2 		$2.56M Buy
+100,615
New +$2.47M 4.35% 8

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Tilson Financial Group's DFLV Position: Q3 2026 in Review

Tilson Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.8% in Q3 2026, selling an estimated $919K and leaving 766,131 shares worth $30.8M. The position accounts for 8.52% of the portfolio, ranked #3.

Tilson Financial Group first reported a position in DFLV in Q2 2023 and has held it in 14 quarters since. The position peaked at $31.2M in Q2 2026. 325 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Tilson Financial Group held 766,131 shares of Dimensional US Large Cap Value ETF worth $30.8M as of Q3 2026.
  • Tilson Financial Group sold 22,395 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $919K.
  • Dimensional US Large Cap Value ETF made up 8.52% of Tilson Financial Group's portfolio in Q3 2026, its #3 holding.
  • Tilson Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • Tilson Financial Group's Dimensional US Large Cap Value ETF position peaked at $31.2M in Q2 2026.
  • 325 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.