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Cannon Financial Strategists’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cannon Financial Strategists’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 		$1.85M Buy
46,722
+207
+0.4% +$7.93K 0.21% 41
2026
Q1 		$1.66M Buy
46,515
+1,774
+4% +$63.9K 0.22% 37
2025
Q4 		$1.53M Sell
44,741
-1,677
-4% -$55.9K 0.21% 35
2025
Q3 		$1.53M Buy
46,418
+2,418
+5% +$77.3K 0.22% 36
2025
Q2 		$1.36M Buy
+44,000
New +$1.3M 0.22% 39

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Cannon Financial Strategists's DFLV Position: Q2 2026 in Review

Cannon Financial Strategists increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.45% in Q2 2026, buying an estimated $7.93K and bringing the position to 46,722 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #41.

Cannon Financial Strategists first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Cannon Financial Strategists held 46,722 shares of Dimensional US Large Cap Value ETF worth $1.85M as of Q2 2026.
  • Cannon Financial Strategists bought 207 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $7.93K.
  • Dimensional US Large Cap Value ETF made up 0.21% of Cannon Financial Strategists's portfolio in Q2 2026, its #41 holding.
  • Cannon Financial Strategists first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.