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Calton & Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Calton & 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 		$323K Buy
8,170
+1,481
+22% +$56.7K 0.05% 297
2026
Q1 		$239K Buy
+6,689
New +$241K 0.03% 374

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

Calton & Associates's DFLV Position: Q2 2026 in Review

Calton & Associates increased its Dimensional US Large Cap Value ETF (DFLV) stake by 22% in Q2 2026, buying an estimated $56.7K and bringing the position to 8,170 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #297.

Calton & Associates first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Calton & Associates held 8,170 shares of Dimensional US Large Cap Value ETF worth $323K as of Q2 2026.
  • Calton & Associates bought 1,481 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $56.7K.
  • Dimensional US Large Cap Value ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #297 holding.
  • Calton & Associates first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.