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Canvas Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Canvas Wealth 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 		$432K Buy
10,913
+1,000
+10% +$38.3K 0.06% 156
2026
Q1 		$354K Sell
9,913
-1,202
-11% -$43.3K 0.06% 161
2025
Q4 		$380K Buy
11,115
+1,202
+12% +$40K 0.06% 136
2025
Q3 		$328K Buy
9,913
+524
+6% +$16.8K 0.06% 146
2025
Q2 		$299K Hold
9,389
– – 0.06% 145
2025
Q1 		$266K Buy
+9,389
New +$290K 0.07% 148

Other funds holding DFLV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Canvas Wealth Advisors's DFLV Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q2 2026, buying an estimated $38.3K and bringing the position to 10,913 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #156.

Canvas Wealth Advisors first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Canvas Wealth Advisors held 10,913 shares of Dimensional US Large Cap Value ETF worth $432K as of Q2 2026.
  • Canvas Wealth Advisors bought 1,000 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $38.3K.
  • Dimensional US Large Cap Value ETF made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Canvas Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.