Commonwealth Equity Services
DFLV icon

Commonwealth Equity Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Commonwealth Equity 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 		$19.7M Buy
497,099
+225,415
+83% +$8.63M 0.02% 603
2026
Q1 		$9.7M Buy
271,684
+23,558
+9% +$849K 0.01% 898
2025
Q4 		$8.49M Buy
248,126
+9,733
+4% +$324K 0.01% 983
2025
Q3 		$7.84M Buy
238,393
+18,994
+9% +$608K 0.01% 1061
2025
Q2 		$6.81M Buy
219,399
+9,589
+5% +$284K 0.01% 1114
2025
Q1 		$6.41M Buy
209,810
+48,474
+30% +$1.5M 0.01% 1117
2024
Q4 		$4.84M Buy
161,336
+30,422
+23% +$952K 0.01% 1257
2024
Q3 		$4.03M Sell
130,914
-3,874
-3% -$115K 0.01% 1366
2024
Q2 		$3.9M Buy
134,788
+5,238
+4% +$152K 0.01% 1337
2024
Q1 		$3.88M Buy
129,550
+16,867
+15% +$471K 0.01% 1339
2023
Q4 		$3.05M Buy
112,683
+46,123
+69% +$1.16M 0.01% 1422
2023
Q3 		$1.65M Buy
66,560
+33,976
+104% +$871K ﹤0.01% 1742
2023
Q2 		$828K Buy
32,584
+20,242
+164% +$497K ﹤0.01% 2234
2023
Q1 		$303K Buy
+12,342
New +$310K ﹤0.01% 2963

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Commonwealth Equity Services's DFLV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 83% in Q2 2026, buying an estimated $8.63M and bringing the position to 497,099 shares worth $19.7M. The position accounts for 0.02% of the portfolio, ranked #603.

Commonwealth Equity Services first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Commonwealth Equity Services held 497,099 shares of Dimensional US Large Cap Value ETF worth $19.7M as of Q2 2026.
  • Commonwealth Equity Services bought 225,415 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $8.63M.
  • Dimensional US Large Cap Value ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #603 holding.
  • Commonwealth Equity Services first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.