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

CogentBlue 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
Q2 		$600K Buy
+15,177
New +$581K 0.34% 47

Other funds holding DFLV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

CogentBlue Wealth Advisors's DFLV Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 15,177 shares worth $600K. The stake represents 0.34% of the portfolio and ranks #47 among its holdings.

102 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • CogentBlue Wealth Advisors held 15,177 shares of Dimensional US Large Cap Value ETF worth $600K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new CogentBlue Wealth Advisors position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.34% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • 102 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.