Creative Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Creative Planning’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	$20.8M	Buy	581,934 +10,818	+2%	+$390K	0.01%	428
2025 Q4	$19.5M	Buy	571,116 +73,062	+15%	+$2.43M	0.01%	391
2025 Q3	$16.4M	Buy	498,054 +460,510	+1,227%	+$14.7M	0.01%	418
2025 Q2	$1.16M	Sell	37,544 -20,339	-35%	-$602K	﹤0.01%	1724
2025 Q1	$1.77M	Buy	57,883 +3,220	+6%	+$99.5K	﹤0.01%	1265
2024 Q4	$1.64M	Sell	54,663 -3,459	-6%	-$108K	﹤0.01%	1265
2024 Q3	$1.79M	Buy	58,122 +3,529	+6%	+$105K	﹤0.01%	1129
2024 Q2	$1.58M	Buy	54,593 +36,739	+206%	+$1.07M	﹤0.01%	1116
2024 Q1	$535K	Buy	+17,854	New	+$498K	﹤0.01%	1805

Other funds holding DFLV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Creative Planning's DFLV Position: Q1 2026 in Review

Creative Planning increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.9% in Q1 2026, buying an estimated $390K and bringing the position to 581,934 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #428.

Creative Planning first reported a position in DFLV in Q1 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Creative Planning held 581,934 shares of Dimensional US Large Cap Value ETF worth $20.8M as of Q1 2026.
Creative Planning bought 10,818 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $390K.
Dimensional US Large Cap Value ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #428 holding.
Creative Planning first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.