VAG
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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
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% -$25.1K 1.8% 14
2023
Q4 		$2.1M Buy
+77,731
New +$1.96M 1.73% 14

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Vannoy Advisory Group's DFLV Position: Q2 2026 in Review

Vannoy Advisory Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 4.7% in Q2 2026, selling an estimated $129K and leaving 68,019 shares worth $2.69M. The position accounts for 1.52% of the portfolio, ranked #14.

Vannoy Advisory Group first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Vannoy Advisory Group held 68,019 shares of Dimensional US Large Cap Value ETF worth $2.69M as of Q2 2026.
  • Vannoy Advisory Group sold 3,376 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $129K.
  • Dimensional US Large Cap Value ETF made up 1.52% of Vannoy Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Vannoy Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Vannoy Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.