CIP
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Capital Insight Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-7,030
Closed -$240K – 25
2025
Q4 		$240K Buy
+7,030
New +$234K 0.05% 128

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CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Capital Insight Partners's DFLV Position: Q1 2026 in Review

Capital Insight Partners sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 7,030 shares — an estimated $240K sold.

Capital Insight Partners first reported a position in DFLV in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Capital Insight Partners reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 7,030 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $240K.
  • Capital Insight Partners first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Capital Insight Partners's Dimensional US Large Cap Value ETF position peaked at $240K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.