Cetera Investment Advisers
DFLV icon

Cetera Investment Advisers’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cetera Investment Advisers’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 		$175M Buy
4,424,238
+757,028
+21% +$29M 0.16% 113
2026
Q1 		$131M Buy
3,667,210
+1,345,977
+58% +$48.5M 0.14% 133
2025
Q4 		$79.4M Buy
2,321,233
+304,335
+15% +$10.1M 0.09% 213
2025
Q3 		$66.4M Buy
+2,016,898
New +$64.5M 0.08% 241

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's DFLV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Dimensional US Large Cap Value ETF (DFLV) stake by 21% in Q2 2026, buying an estimated $29M and bringing the position to 4,424,238 shares worth $175M. The position accounts for 0.16% of the portfolio, ranked #113.

Cetera Investment Advisers first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Cetera Investment Advisers held 4,424,238 shares of Dimensional US Large Cap Value ETF worth $175M as of Q2 2026.
  • Cetera Investment Advisers bought 757,028 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $29M.
  • Dimensional US Large Cap Value ETF made up 0.16% of Cetera Investment Advisers's portfolio in Q2 2026, its #113 holding.
  • Cetera Investment Advisers first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.