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 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 $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

C.M. Bidwell & Associates's DFLV Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Dimensional US Large Cap Value ETF (DFLV) stake by 12% in Q1 2026, buying an estimated $62K and bringing the position to 15,491 shares worth $553K. The position accounts for 0.26% of the portfolio, ranked #60.

C.M. Bidwell & Associates first reported a position in DFLV in Q1 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

C.M. Bidwell & Associates held 15,491 shares of Dimensional US Large Cap Value ETF worth $553K as of Q1 2026.
C.M. Bidwell & Associates bought 1,721 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $62K.
Dimensional US Large Cap Value ETF made up 0.26% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #60 holding.
C.M. Bidwell & Associates first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.