AC
DFLV icon

Apella Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Apella Capital’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 		$61.3M Buy
1,536,111
+71,379
+5% +$2.73M 0.87% 26
2026
Q1 		$54.7M Buy
1,464,732
+145,829
+11% +$5.25M 0.81% 27
2025
Q4 		$45.1M Buy
1,318,903
+140,392
+12% +$4.68M 0.89% 24
2025
Q3 		$38.1M Buy
1,178,511
+198,275
+20% +$6.34M 0.85% 28
2025
Q2 		$30.8M Buy
980,236
+260,654
+36% +$7.72M 0.83% 30
2025
Q1 		$20.8M Buy
719,582
+451,215
+168% +$13.9M 0.71% 32
2024
Q4 		$8.06M Buy
268,367
+243,997
+1,001% +$7.63M 0.31% 56
2024
Q3 		$749K Buy
24,370
+14
+0.1% +$417 0.03% 182
2024
Q2 		$699K Buy
+24,356
New +$708K 0.03% 180

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

Apella Capital's DFLV Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.9% in Q2 2026, buying an estimated $2.73M and bringing the position to 1,536,111 shares worth $61.3M. The position accounts for 0.87% of the portfolio, ranked #26.

Apella Capital first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Apella Capital held 1,536,111 shares of Dimensional US Large Cap Value ETF worth $61.3M as of Q2 2026.
  • Apella Capital bought 71,379 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.73M.
  • Dimensional US Large Cap Value ETF made up 0.87% of Apella Capital's portfolio in Q2 2026, its #26 holding.
  • Apella Capital first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.