VF
DFLV icon

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

Vawter Financial’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 		$5.31M Sell
134,315
-5,304
-4% -$203K 2% 15
2026
Q1 		$4.99M Buy
139,619
+395
+0.3% +$14.2K 2.1% 15
2025
Q4 		$4.76M Buy
139,224
+2,820
+2% +$93.9K 2.01% 16
2025
Q3 		$4.49M Buy
+136,404
New +$4.36M 2.04% 18
2025
Q2 		– Sell
-123,912
Closed -$3.79M – 41
2025
Q1 		$3.79M Buy
123,912
+237
+0.2% +$7.32K 2.12% 15
2024
Q4 		$3.71M Buy
123,675
+10,831
+10% +$339K 2.23% 13
2024
Q3 		$3.48M Sell
112,844
-1,948
-2% -$58K 2.12% 15
2024
Q2 		$3.32M Buy
114,792
+5,682
+5% +$165K 2.28% 13
2024
Q1 		$3.27M Buy
109,110
+5,503
+5% +$154K 2.37% 14
2023
Q4 		$2.8M Buy
103,607
+31,021
+43% +$781K 2.19% 14
2023
Q3 		$1.8M Buy
72,586
+12,020
+20% +$308K 1.62% 17
2023
Q2 		$1.54M Buy
60,566
+10,613
+21% +$261K 1.33% 19
2023
Q1 		$1.23M Buy
+49,953
New +$1.26M 1.24% 17

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

Vawter Financial's DFLV Position: Q2 2026 in Review

Vawter Financial reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 3.8% in Q2 2026, selling an estimated $203K and leaving 134,315 shares worth $5.31M. The position accounts for 2% of the portfolio, ranked #15.

Vawter Financial first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Vawter Financial held 134,315 shares of Dimensional US Large Cap Value ETF worth $5.31M as of Q2 2026.
  • Vawter Financial sold 5,304 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $203K.
  • Dimensional US Large Cap Value ETF made up 2% of Vawter Financial's portfolio in Q2 2026, its #15 holding.
  • Vawter Financial first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.