Cascade Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cascade Wealth 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 Q3	$6.23M	Buy	+151,973	New	+$6.24M	2.57%	15

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Cascade Wealth Advisors's DFLV Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2026: 151,973 shares worth $6.23M. The stake represents 2.57% of the portfolio and ranks #15 among its holdings.

287 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Cascade Wealth Advisors held 151,973 shares of Dimensional US Large Cap Value ETF worth $6.23M as of Q3 2026.
Dimensional US Large Cap Value ETF was a new Cascade Wealth Advisors position in Q3 2026.
Dimensional US Large Cap Value ETF made up 2.57% of Cascade Wealth Advisors's portfolio in Q3 2026, its #15 holding.
287 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.