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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
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

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
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Tilson Financial Group's DFLV Position: Q2 2026 in Review

Tilson Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.92% in Q2 2026, buying an estimated $275K and bringing the position to 788,526 shares worth $31.2M. The position accounts for 8.57% of the portfolio, ranked #3.

Tilson Financial Group 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.

  • Tilson Financial Group held 788,526 shares of Dimensional US Large Cap Value ETF worth $31.2M as of Q2 2026.
  • Tilson Financial Group bought 7,179 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $275K.
  • Dimensional US Large Cap Value ETF made up 8.57% of Tilson Financial Group's portfolio in Q2 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 13 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.