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DFLV icon

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

BIP Wealth’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 		$7.79M Buy
197,090
+43,391
+28% +$1.66M 0.22% 88
2026
Q1 		$5.49M Buy
153,699
+24,043
+19% +$866K 0.22% 77
2025
Q4 		$4.44M Buy
129,656
+27,258
+27% +$908K 0.16% 94
2025
Q3 		$3.37M Buy
102,398
+21,760
+27% +$696K 0.17% 67
2025
Q2 		$2.5M Buy
80,638
+10,884
+16% +$322K 0.15% 63
2025
Q1 		$2.13M Buy
69,754
+15,350
+28% +$474K 0.14% 67
2024
Q4 		$1.63M Buy
54,404
+19,200
+55% +$601K 0.11% 73
2024
Q3 		$1.08M Buy
+35,204
New +$1.05M 0.07% 89

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

BIP Wealth's DFLV Position: Q2 2026 in Review

BIP Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 28% in Q2 2026, buying an estimated $1.66M and bringing the position to 197,090 shares worth $7.79M. The position accounts for 0.22% of the portfolio, ranked #88.

BIP Wealth first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • BIP Wealth held 197,090 shares of Dimensional US Large Cap Value ETF worth $7.79M as of Q2 2026.
  • BIP Wealth bought 43,391 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.66M.
  • Dimensional US Large Cap Value ETF made up 0.22% of BIP Wealth's portfolio in Q2 2026, its #88 holding.
  • BIP Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.