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

West Financial Advisors’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 		$18.6M Sell
471,407
-100,387
-18% -$3.84M 2.83% 11
2026
Q1 		$20.4M Buy
+571,794
New +$20.6M 3.47% 10

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

West Financial Advisors's DFLV Position: Q2 2026 in Review

West Financial Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 18% in Q2 2026, selling an estimated $3.84M and leaving 471,407 shares worth $18.6M. The position accounts for 2.83% of the portfolio, ranked #11.

West Financial Advisors first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.4M in Q1 2026. 180 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • West Financial Advisors held 471,407 shares of Dimensional US Large Cap Value ETF worth $18.6M as of Q2 2026.
  • West Financial Advisors sold 100,387 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.84M.
  • Dimensional US Large Cap Value ETF made up 2.83% of West Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • West Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • West Financial Advisors's Dimensional US Large Cap Value ETF position peaked at $20.4M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.