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Atria Investments’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Atria Investments’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 		$341K Buy
+8,619
New +$330K ﹤0.01% 1762
2025
Q4 		– Sell
-10,921
Closed -$359K – 2054
2025
Q3 		$359K Buy
+10,921
New +$349K ﹤0.01% 1618

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

Atria Investments's DFLV Position: Q2 2026 in Review

Atria Investments opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 8,619 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1762 among its holdings. This is a return to the name: Atria Investments previously reported a position in DFLV as recently as Q3 2025.

Atria Investments first reported a position in DFLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $359K in Q3 2025. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Atria Investments held 8,619 shares of Dimensional US Large Cap Value ETF worth $341K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Atria Investments position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1762 holding.
  • Atria Investments first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • Atria Investments's Dimensional US Large Cap Value ETF position peaked at $359K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.