B&D White Capital Company’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

B&D White Capital Company’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	$1.99M	Buy	+50,366	New	+$1.93M	0.2%	56

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

B&D White Capital Company's DFLV Position: Q2 2026 in Review

B&D White Capital Company opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 50,366 shares worth $1.99M. The stake represents 0.2% of the portfolio and ranks #56 among its holdings.

201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

B&D White Capital Company held 50,366 shares of Dimensional US Large Cap Value ETF worth $1.99M as of Q2 2026.
Dimensional US Large Cap Value ETF was a new B&D White Capital Company position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.2% of B&D White Capital Company's portfolio in Q2 2026, its #56 holding.
201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.