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BCO Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

BCO Wealth Management’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 		$369K Sell
9,180
-135
-1% -$5.54K 0.2% 27
2026
Q2 		$368K Buy
+9,315
New +$357K 0.2% 32

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

BCO Wealth Management's DFLV Position: Q3 2026 in Review

BCO Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.4% in Q3 2026, selling an estimated $5.54K and leaving 9,180 shares worth $369K. The position accounts for 0.2% of the portfolio, ranked #27.

BCO Wealth Management first reported a position in DFLV in Q2 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • BCO Wealth Management held 9,180 shares of Dimensional US Large Cap Value ETF worth $369K as of Q3 2026.
  • BCO Wealth Management sold 135 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $5.54K.
  • Dimensional US Large Cap Value ETF made up 0.2% of BCO Wealth Management's portfolio in Q3 2026, its #27 holding.
  • BCO Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.