VAMG
DFLV icon

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

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

Voisard Asset Management Group's DFLV Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.68% in Q2 2026, selling an estimated $10.8K and leaving 41,041 shares worth $1.62M. The position accounts for 0.31% of the portfolio, ranked #35.

Voisard Asset Management Group first reported a position in DFLV in Q3 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Voisard Asset Management Group held 41,041 shares of Dimensional US Large Cap Value ETF worth $1.62M as of Q2 2026.
  • Voisard Asset Management Group sold 283 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $10.8K.
  • Dimensional US Large Cap Value ETF made up 0.31% of Voisard Asset Management Group's portfolio in Q2 2026, its #35 holding.
  • Voisard Asset Management Group first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.