Clear Creek Financial Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Clear Creek Financial Management’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	$2.86M	Buy	72,319 +9,589	+15%	+$367K	0.18%	127
2026 Q1	$2.24M	Buy	62,730 +24,080	+62%	+$868K	0.17%	136
2025 Q4	$1.32M	Buy	38,650 +2,131	+6%	+$71K	0.11%	190
2025 Q3	$1.2M	Sell	36,519 -225	-0.6%	-$7.2K	0.1%	205
2025 Q2	$1.14M	Buy	36,744 +762	+2%	+$22.6K	0.11%	199
2025 Q1	$1.1M	Sell	35,982 -4,571	-11%	-$141K	0.11%	178
2024 Q4	$1.22M	Buy	+40,553	New	+$1.27M	0.13%	154

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

Clear Creek Financial Management's DFLV Position: Q2 2026 in Review

Clear Creek Financial Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 15% in Q2 2026, buying an estimated $367K and bringing the position to 72,319 shares worth $2.86M. The position accounts for 0.18% of the portfolio, ranked #127.

Clear Creek Financial Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Clear Creek Financial Management held 72,319 shares of Dimensional US Large Cap Value ETF worth $2.86M as of Q2 2026.
Clear Creek Financial Management bought 9,589 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $367K.
Dimensional US Large Cap Value ETF made up 0.18% of Clear Creek Financial Management's portfolio in Q2 2026, its #127 holding.
Clear Creek Financial Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.