Cambridge Investment Research Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cambridge Investment Research 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	$12M	Buy	304,563 +83,491	+38%	+$3.2M	0.03%	565
2026 Q1	$7.89M	Buy	221,072 +165,926	+301%	+$5.98M	0.02%	715
2025 Q4	$1.89M	Sell	55,146 -1,871	-3%	-$62.3K	0.01%	1575
2025 Q3	$1.88M	Buy	57,017 +25,666	+82%	+$821K	0.01%	1554
2025 Q2	$973K	Buy	31,351 +4,247	+16%	+$126K	﹤0.01%	1975
2025 Q1	$829K	Buy	27,104 +677	+3%	+$20.9K	﹤0.01%	2011
2024 Q4	$794K	Sell	26,427 -35,708	-57%	-$1.12M	﹤0.01%	2047
2024 Q3	$1.91M	Buy	62,135 +9,451	+18%	+$282K	0.01%	1386
2024 Q2	$1.52M	Buy	52,684 +7,876	+18%	+$229K	0.01%	1477
2024 Q1	$1.34M	Buy	44,808 +18,641	+71%	+$520K	0.01%	1527
2023 Q4	$708K	Buy	26,167 +5,587	+27%	+$141K	﹤0.01%	1894
2023 Q3	$511K	Buy	20,580 +5,628	+38%	+$144K	﹤0.01%	2060
2023 Q2	$380K	Buy	+14,952	New	+$367K	﹤0.01%	2346

Other funds holding DFLV

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors's DFLV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 38% in Q2 2026, buying an estimated $3.2M and bringing the position to 304,563 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #565.

Cambridge Investment Research Advisors first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Cambridge Investment Research Advisors held 304,563 shares of Dimensional US Large Cap Value ETF worth $12M as of Q2 2026.
Cambridge Investment Research Advisors bought 83,491 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.2M.
Dimensional US Large Cap Value ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #565 holding.
Cambridge Investment Research Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
176 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.