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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
Q3 		$531K Sell
13,226
-1,951
-13% -$80.1K 0.49% 35
2026
Q2 		$600K Buy
+15,177
New +$581K 0.34% 47

Other funds holding DFLV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CogentBlue Wealth Advisors's DFLV Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 13% in Q3 2026, selling an estimated $80.1K and leaving 13,226 shares worth $531K. The position accounts for 0.49% of the portfolio, ranked #35.

CogentBlue Wealth Advisors first reported a position in DFLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $600K in Q2 2026. 19 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • CogentBlue Wealth Advisors held 13,226 shares of Dimensional US Large Cap Value ETF worth $531K as of Q3 2026.
  • CogentBlue Wealth Advisors sold 1,951 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $80.1K.
  • Dimensional US Large Cap Value ETF made up 0.49% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • CogentBlue Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's Dimensional US Large Cap Value ETF position peaked at $600K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.