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

Capital Performance 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 		$234K Hold
5,915
– – 0.02% 271
2026
Q1 		$211K Sell
5,915
-295
-5% -$10.6K 0.01% 429
2025
Q4 		$212K Sell
6,210
-68
-1% -$2.27K 0.02% 411
2025
Q3 		$207K Buy
+6,278
New +$201K 0.03% 316
2024
Q4 		– Sell
-5,983
Closed -$184K – 831
2024
Q3 		$184K Buy
+5,983
New +$178K 0.06% 116

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Capital Performance Advisors's DFLV Position: Q2 2026 in Review

Capital Performance Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 5,915 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #271.

Capital Performance Advisors first reported a position in DFLV in Q3 2024 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Capital Performance Advisors held 5,915 shares of Dimensional US Large Cap Value ETF worth $234K as of Q2 2026.
  • Capital Performance Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #271 holding.
  • Capital Performance Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.