Tobias Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Tobias Financial Advisors’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	$28.3M	Buy	715,031 +23,840	+3%	+$913K	3.59%	9
2026 Q1	$24.7M	Buy	691,191 +91,213	+15%	+$3.29M	3.44%	9
2025 Q4	$20.5M	Buy	599,978 +75,203	+14%	+$2.51M	2.9%	11
2025 Q3	$17.3M	Buy	524,775 +66,932	+15%	+$2.14M	2.62%	11
2025 Q2	$14.2M	Sell	457,843 -16,201	-3%	-$480K	2.43%	12
2025 Q1	$14.5M	Buy	474,044 +39,066	+9%	+$1.21M	2.81%	11
2024 Q4	$13.1M	Buy	434,978 +33,934	+8%	+$1.06M	2.63%	10
2024 Q3	$12.4M	Sell	401,044 -273	-0.1%	-$8.13K	2.48%	9
2024 Q2	$11.6M	Buy	401,317 +81,277	+25%	+$2.36M	2.5%	9
2024 Q1	$9.6M	Buy	320,040 +34,785	+12%	+$970K	2.17%	10
2023 Q4	$7.72M	Buy	285,255 +64,157	+29%	+$1.61M	1.88%	13
2023 Q3	$5.49M	Buy	221,098 +174,499	+374%	+$4.47M	1.44%	20
2023 Q2	$1.18M	Buy	46,599 +25,240	+118%	+$620K	0.32%	49
2023 Q1	$525K	Buy	+21,359	New	+$537K	0.15%	61

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 $77.5B AUM 28.19% 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

Tobias Financial Advisors's DFLV Position: Q2 2026 in Review

Tobias Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.4% in Q2 2026, buying an estimated $913K and bringing the position to 715,031 shares worth $28.3M. The position accounts for 3.59% of the portfolio, ranked #9.

Tobias Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Tobias Financial Advisors held 715,031 shares of Dimensional US Large Cap Value ETF worth $28.3M as of Q2 2026.
Tobias Financial Advisors bought 23,840 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $913K.
Dimensional US Large Cap Value ETF made up 3.59% of Tobias Financial Advisors's portfolio in Q2 2026, its #9 holding.
Tobias Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.