XY Planning Network
DFLV icon

XY Planning Network’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

XY Planning Network’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
Q3 		$278K Sell
6,930
-417
-6% -$17.1K 0.03% 333
2026
Q2 		$291K Buy
+7,347
New +$281K 0.04% 289

Other funds holding DFLV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's DFLV Position: Q3 2026 in Review

XY Planning Network reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 5.7% in Q3 2026, selling an estimated $17.1K and leaving 6,930 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #333.

XY Planning Network first reported a position in DFLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $291K in Q2 2026. 135 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • XY Planning Network held 6,930 shares of Dimensional US Large Cap Value ETF worth $278K as of Q3 2026.
  • XY Planning Network sold 417 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $17.1K.
  • Dimensional US Large Cap Value ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #333 holding.
  • XY Planning Network first reported a position in Dimensional US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's Dimensional US Large Cap Value ETF position peaked at $291K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.