CFS Investment Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

CFS Investment Advisory Services’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	$508K	Hold	12,787	–	–	0.03%	250
2026 Q1	$478K	Sell	12,787 -1,818	-12%	-$65.5K	0.03%	253
2025 Q4	$500K	Hold	14,605	–	–	0.04%	239
2025 Q3	$483K	Hold	14,605	–	–	0.04%	238
2025 Q2	$453K	Hold	14,605	–	–	0.04%	238
2025 Q1	$446K	Hold	14,605	–	–	0.04%	227
2024 Q4	$439K	Hold	14,605	–	–	0.04%	223
2024 Q3	$450K	Hold	14,605	–	–	0.04%	213
2024 Q2	$422K	Hold	14,605	–	–	0.03%	191
2024 Q1	$438K	Hold	14,605	–	–	0.07%	115
2023 Q4	$395K	Buy	+14,605	New	+$367K	0.07%	113

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

CFS Investment Advisory Services's DFLV Position: Q2 2026 in Review

CFS Investment Advisory Services held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 12,787 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #250.

CFS Investment Advisory Services first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

CFS Investment Advisory Services held 12,787 shares of Dimensional US Large Cap Value ETF worth $508K as of Q2 2026.
CFS Investment Advisory Services left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #250 holding.
CFS Investment Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.