Citadel Advisors
DFLV icon

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

Citadel 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 		$1.13M Buy
+31,619
New +$1.14M ﹤0.01% 7402
2025
Q4 		– Sell
-20,774
Closed -$692K – 12946
2025
Q3 		$683K Buy
20,774
+998
+5% +$31.9K ﹤0.01% 8390
2025
Q2 		$613K Sell
19,776
-21,334
-52% -$632K ﹤0.01% 8151
2025
Q1 		$1.26M Buy
+41,110
New +$1.27M ﹤0.01% 6447
2023
Q4 		– Sell
-8,405
Closed -$209K – 14444
2023
Q3 		$209K Buy
+8,405
New +$215K ﹤0.01% 9821
2023
Q2 		– Sell
-19,909
Closed -$489K – 14508
2023
Q1 		$489K Sell
19,909
-39,254
-66% -$986K ﹤0.01% 8375
2022
Q4 		$1.45M Buy
+59,163
New +$1.45M ﹤0.01% 6097

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return