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Capital Advisors Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Capital Advisors Inc’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
2025
Q4 		– Sell
-7,844
Closed -$258K – 345
2025
Q3 		$258K Hold
7,844
– – ﹤0.01% 282
2025
Q2 		$243K Buy
+7,844
New +$232K ﹤0.01% 286

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Capital Advisors Inc's DFLV Position: Q4 2025 in Review

Capital Advisors Inc sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 7,844 shares — an estimated $258K sold.

Capital Advisors Inc first reported a position in DFLV in Q2 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • Capital Advisors Inc reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 7,844 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $258K.
  • Capital Advisors Inc first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Capital Advisors Inc's Dimensional US Large Cap Value ETF position peaked at $258K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.