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 Q3	$80M	Buy	1,975,047 +438,936	+29%	+$18M	1.02%	20
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Apella Capital's DFLV Position: Q3 2026 in Review

Apella Capital increased its Dimensional US Large Cap Value ETF (DFLV) stake by 29% in Q3 2026, buying an estimated $18M and bringing the position to 1,975,047 shares worth $80M. The position accounts for 1.02% of the portfolio, ranked #20.

Apella Capital first reported a position in DFLV in Q2 2024 and has held it in 10 quarters since. 269 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Apella Capital held 1,975,047 shares of Dimensional US Large Cap Value ETF worth $80M as of Q3 2026.
Apella Capital bought 438,936 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $18M.
Dimensional US Large Cap Value ETF made up 1.02% of Apella Capital's portfolio in Q3 2026, its #20 holding.
Apella Capital first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.