BluePointe Capital Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

BluePointe Capital 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
2025 Q1	$2.38M	Buy	77,809 +44,466	+133%	+$1.37M	0.91%	32
2024 Q4	$1M	Sell	33,343 -3,793	-10%	-$119K	0.57%	50
2024 Q3	$1.14M	Buy	37,136 +10,988	+42%	+$327K	0.74%	40
2024 Q2	$756K	Buy	26,148 +7,532	+40%	+$219K	0.51%	50
2024 Q1	$558K	Buy	18,616 +9,726	+109%	+$271K	0.38%	60
2023 Q4	$240K	Buy	+8,890	New	+$224K	0.18%	79

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SFS

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

DPW

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BluePointe Capital Management's DFLV Position: Q1 2025 in Review

BluePointe Capital Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 133% in Q1 2025, buying an estimated $1.37M and bringing the position to 77,809 shares worth $2.38M. The position accounts for 0.91% of the portfolio, ranked #32.

BluePointe Capital Management first reported a position in DFLV in Q4 2023 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold DFLV as of Q1 2025.

BluePointe Capital Management held 77,809 shares of Dimensional US Large Cap Value ETF worth $2.38M as of Q1 2025.
BluePointe Capital Management bought 44,466 Dimensional US Large Cap Value ETF shares in Q1 2025, an estimated $1.37M.
Dimensional US Large Cap Value ETF made up 0.91% of BluePointe Capital Management's portfolio in Q1 2025, its #32 holding.
BluePointe Capital Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
272 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.