C.M. Bidwell & Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

C.M. Bidwell & Associates’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	$732K	Buy	18,503 +3,012	+19%	+$115K	0.3%	55
2026 Q1	$553K	Buy	15,491 +1,721	+12%	+$62K	0.26%	60
2025 Q4	$471K	Buy	13,770 +259	+2%	+$8.63K	0.22%	65
2025 Q3	$445K	Buy	13,511 +2,631	+24%	+$84.2K	0.21%	71
2025 Q2	$337K	Buy	10,880 +2,955	+37%	+$87.5K	0.18%	83
2025 Q1	$242K	Buy	7,925 +6,035	+319%	+$186K	0.15%	109
2024 Q4	$56.8K	Buy	1,890 +212	+13%	+$6.63K	0.03%	219
2024 Q3	$51.7K	Hold	1,678	–	–	0.03%	222
2024 Q2	$48.5K	Hold	1,678	–	–	0.03%	227
2024 Q1	$50.3K	Buy	+1,678	New	+$46.8K	0.03%	228

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

C.M. Bidwell & Associates's DFLV Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Dimensional US Large Cap Value ETF (DFLV) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 18,503 shares worth $732K. The position accounts for 0.3% of the portfolio, ranked #55.

C.M. Bidwell & Associates first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

C.M. Bidwell & Associates held 18,503 shares of Dimensional US Large Cap Value ETF worth $732K as of Q2 2026.
C.M. Bidwell & Associates bought 3,012 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $115K.
Dimensional US Large Cap Value ETF made up 0.3% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #55 holding.
C.M. Bidwell & Associates first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.