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 Q2	$291K	Buy	+7,347	New	+$281K	0.04%	289

Other funds holding DFLV

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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 $2.54B AUM 18.96% 1-Year Est. Return

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's DFLV Position: Q2 2026 in Review

XY Planning Network opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 7,347 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #289 among its holdings.

136 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

XY Planning Network held 7,347 shares of Dimensional US Large Cap Value ETF worth $291K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new XY Planning Network position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #289 holding.
136 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.