BCI
DFLV icon

Brinker Capital Investments’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-10,789
Closed -$369K – 2059
2025
Q4 		$369K Buy
+10,789
New +$359K ﹤0.01% 1711

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Brinker Capital Investments's DFLV Position: Q1 2026 in Review

Brinker Capital Investments sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 10,789 shares — an estimated $369K sold.

Brinker Capital Investments first reported a position in DFLV in Q4 2025 and held it in 1 quarter. The position peaked at $369K in Q4 2025. 368 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Brinker Capital Investments reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 10,789 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $369K.
  • Brinker Capital Investments first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Dimensional US Large Cap Value ETF position peaked at $369K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.