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Cardiff Park Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cardiff Park 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 		$657K Sell
16,606
-10,428
-39% -$399K 0.05% 151
2026
Q1 		$965K Sell
27,034
-1,824
-6% -$65.7K 0.08% 123
2025
Q4 		$987K Sell
28,858
-4,420
-13% -$147K 0.08% 119
2025
Q3 		$1.09M Buy
33,278
+129
+0.4% +$4.13K 0.08% 121
2025
Q2 		$1.03M Buy
33,149
+5,334
+19% +$158K 0.09% 117
2025
Q1 		$850K Buy
27,815
+99
+0.4% +$3.06K 0.08% 118
2024
Q4 		$832K Buy
27,716
+69
+0.2% +$2.16K 0.08% 120
2024
Q3 		$852K Sell
27,647
-305,734
-92% -$9.11M 0.08% 113
2024
Q2 		$9.6M Buy
333,381
+815
+0.2% +$23.7K 0.92% 18
2024
Q1 		$10M Buy
332,566
+1,930
+0.6% +$53.8K 0.95% 16
2023
Q4 		$9.57M Buy
330,636
+303,581
+1,122% +$7.64M 1.06% 15
2023
Q3 		$671K Buy
27,055
+67
+0.2% +$1.72K 0.08% 115
2023
Q2 		$685K Buy
26,988
+53
+0.2% +$1.3K 0.08% 115
2023
Q1 		$662K Buy
26,935
+23,155
+613% +$582K 0.09% 117
2022
Q4 		$92.7K Buy
+3,780
New +$92.7K 0.01% 257

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 $72.2B AUM 27.85% 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

Cardiff Park Advisors's DFLV Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 39% in Q2 2026, selling an estimated $399K and leaving 16,606 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #151.

Cardiff Park Advisors first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $10M in Q1 2024. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Cardiff Park Advisors held 16,606 shares of Dimensional US Large Cap Value ETF worth $657K as of Q2 2026.
  • Cardiff Park Advisors sold 10,428 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $399K.
  • Dimensional US Large Cap Value ETF made up 0.05% of Cardiff Park Advisors's portfolio in Q2 2026, its #151 holding.
  • Cardiff Park Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cardiff Park Advisors's Dimensional US Large Cap Value ETF position peaked at $10M in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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