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DFLV icon

Bridgewater Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bridgewater Advisors’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 		$1.26M Hold
30,630
– – 0.07% 136
2026
Q1 		$1.17M Hold
30,630
– – 0.07% 120
2025
Q4 		$1.09M Buy
30,630
+1,196
+4% +$39.8K 0.07% 127
2025
Q3 		$961K Hold
29,434
– – 0.07% 135
2025
Q2 		$936K Buy
29,434
+3,964
+16% +$117K 0.07% 144
2025
Q1 		$741K Buy
+25,470
New +$787K 0.06% 158

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

Bridgewater Advisors's DFLV Position: Q2 2026 in Review

Bridgewater Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 30,630 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #136.

Bridgewater Advisors first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Bridgewater Advisors held 30,630 shares of Dimensional US Large Cap Value ETF worth $1.26M as of Q2 2026.
  • Bridgewater Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.07% of Bridgewater Advisors's portfolio in Q2 2026, its #136 holding.
  • Bridgewater Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.