Creative Planning
DFLV icon

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
Q2 		$23.9M Buy
604,791
+22,857
+4% +$875K 0.01% 433
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

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

Creative Planning's DFLV Position: Q2 2026 in Review

Creative Planning increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.9% in Q2 2026, buying an estimated $875K and bringing the position to 604,791 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #433.

Creative Planning first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Creative Planning held 604,791 shares of Dimensional US Large Cap Value ETF worth $23.9M as of Q2 2026.
  • Creative Planning bought 22,857 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $875K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #433 holding.
  • Creative Planning first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.