AT
DFLV icon

Arlington Trust’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Arlington Trust’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 		– Sell
-141
Closed -$5.58K – 978
2026
Q2 		$5.58K Hold
141
– – ﹤0.01% 545
2026
Q1 		$5.04K Buy
+141
New +$5.08K ﹤0.01% 529

Other funds holding DFLV

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
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

Arlington Trust's DFLV Position: Q3 2026 in Review

Arlington Trust sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2026, closing a stake of 141 shares — an estimated $5.58K sold.

Arlington Trust first reported a position in DFLV in Q1 2026 and held it in 2 quarters. The position peaked at $5.58K in Q2 2026. 177 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Arlington Trust reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Arlington Trust sold 141 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $5.58K.
  • Arlington Trust first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and held it in 2 quarters.
  • Arlington Trust's Dimensional US Large Cap Value ETF position peaked at $5.58K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.