Vannoy Advisory Group
DFLV icon

Vannoy Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Vannoy Advisory 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 		$2.7M Sell
67,268
-751
-1% -$30.8K 1.56% 13
2026
Q2 		$2.69M Sell
68,019
-3,376
-5% -$129K 1.52% 14
2026
Q1 		$2.55M Sell
71,395
-2,077
-3% -$74.8K 1.61% 14
2025
Q4 		$2.51M Sell
73,472
-813
-1% -$27.1K 1.59% 14
2025
Q3 		$2.44M Sell
74,285
-957
-1% -$30.6K 1.6% 14
2025
Q2 		$2.33M Buy
75,242
+2,416
+3% +$71.5K 1.61% 14
2025
Q1 		$2.23M Sell
72,826
-422
-0.6% -$13K 1.65% 14
2024
Q4 		$2.2M Sell
73,248
-1,866
-2% -$58.4K 1.64% 14
2024
Q3 		$2.31M Sell
75,114
-670
-0.9% -$20K 1.68% 14
2024
Q2 		$2.19M Sell
75,784
-1,049
-1% -$30.5K 1.7% 14
2024
Q1 		$2.3M Sell
76,833
-898
-1% -$25K 1.8% 14
2023
Q4 		$2.1M Buy
+77,731
New +$1.96M 1.73% 14

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Vannoy Advisory Group's DFLV Position: Q3 2026 in Review

Vannoy Advisory Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.1% in Q3 2026, selling an estimated $30.8K and leaving 67,268 shares worth $2.7M. The position accounts for 1.56% of the portfolio, ranked #13.

Vannoy Advisory Group first reported a position in DFLV in Q4 2023 and has held it in 12 quarters since. 373 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Vannoy Advisory Group held 67,268 shares of Dimensional US Large Cap Value ETF worth $2.7M as of Q3 2026.
  • Vannoy Advisory Group sold 751 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $30.8K.
  • Dimensional US Large Cap Value ETF made up 1.56% of Vannoy Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Vannoy Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 373 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Vannoy Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.