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 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cardiff Park Advisors's DFLV Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.3% in Q1 2026, selling an estimated $65.7K and leaving 27,034 shares worth $965K. The position accounts for 0.08% of the portfolio, ranked #123.

Cardiff Park Advisors first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $10M in Q1 2024. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Cardiff Park Advisors held 27,034 shares of Dimensional US Large Cap Value ETF worth $965K as of Q1 2026.
Cardiff Park Advisors sold 1,824 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $65.7K.
Dimensional US Large Cap Value ETF made up 0.08% of Cardiff Park Advisors's portfolio in Q1 2026, its #123 holding.
Cardiff Park Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Cardiff Park Advisors's Dimensional US Large Cap Value ETF position peaked at $10M in Q1 2024.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.