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Barrett & Company’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Barrett & 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 		$63.9K Buy
+1,617
New +$61.9K 0.02% 292

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 $77.5B AUM 28.19% 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

Barrett & Company's DFLV Position: Q2 2026 in Review

Barrett & Company opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 1,617 shares worth $63.9K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

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

  • Barrett & Company held 1,617 shares of Dimensional US Large Cap Value ETF worth $63.9K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Barrett & Company position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #292 holding.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.