Apeiron RIA
DFLV icon

Apeiron RIA’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Apeiron RIA’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 		$4.68M Buy
116,042
+19,562
+20% +$803K 1.06% 26
2026
Q2 		$3.81M Buy
96,480
+4,802
+5% +$184K 0.98% 29
2026
Q1 		$3.27M Buy
91,678
+3,497
+4% +$126K 0.76% 30
2025
Q4 		$3.19M Buy
88,181
+72,923
+478% +$2.43M 0.65% 33
2025
Q3 		$494K Buy
+15,258
New +$488K 0.11% 120

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Apeiron RIA's DFLV Position: Q3 2026 in Review

Apeiron RIA increased its Dimensional US Large Cap Value ETF (DFLV) stake by 20% in Q3 2026, buying an estimated $803K and bringing the position to 116,042 shares worth $4.68M. The position accounts for 1.06% of the portfolio, ranked #26.

Apeiron RIA first reported a position in DFLV in Q3 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Apeiron RIA held 116,042 shares of Dimensional US Large Cap Value ETF worth $4.68M as of Q3 2026.
  • Apeiron RIA bought 19,562 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $803K.
  • Dimensional US Large Cap Value ETF made up 1.06% of Apeiron RIA's portfolio in Q3 2026, its #26 holding.
  • Apeiron RIA first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.