VT
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Vise Technologies’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Vise Technologies’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 		$182M Buy
4,593,828
+2,013,044
+78% +$77.1M 2.06% 5
2026
Q1 		$88.3M Hold
2,580,784
– – 1.73% 8
2025
Q4 		$88.3M Buy
2,580,784
+1,746,930
+210% +$58.2M 1.73% 8
2025
Q3 		$27.4M Buy
833,854
+826,318
+10,965% +$26.4M 1.02% 13
2025
Q2 		$234K Buy
+7,536
New +$223K 0.01% 940

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Vise Technologies's DFLV Position: Q2 2026 in Review

Vise Technologies increased its Dimensional US Large Cap Value ETF (DFLV) stake by 78% in Q2 2026, buying an estimated $77.1M and bringing the position to 4,593,828 shares worth $182M. The position accounts for 2.06% of the portfolio, ranked #5.

Vise Technologies first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Vise Technologies held 4,593,828 shares of Dimensional US Large Cap Value ETF worth $182M as of Q2 2026.
  • Vise Technologies bought 2,013,044 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $77.1M.
  • Dimensional US Large Cap Value ETF made up 2.06% of Vise Technologies's portfolio in Q2 2026, its #5 holding.
  • Vise Technologies first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.