Voisard Asset Management Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Voisard Asset Management 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	$1.62M	Sell	41,041 -283	-0.7%	-$10.8K	0.31%	35
2026 Q1	$1.48M	Buy	41,324 +626	+2%	+$22.6K	0.31%	34
2025 Q4	$1.39M	Buy	40,698 +2,048	+5%	+$68.2K	0.3%	34
2025 Q3	$1.27M	Buy	38,650 +446	+1%	+$14.3K	0.29%	32
2025 Q2	$1.19M	Buy	+38,204	New	+$1.13M	0.31%	34
2024 Q4	–	Sell	-5,473	Closed	-$169K	–	221
2024 Q3	$169K	Buy	+5,473	New	+$163K	0.07%	96

Other funds holding DFLV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return