CCA
DFLV icon

Criterion Capital Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Criterion Capital 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
2024
Q4 		$1.86M Hold
64,193
– – 1.17% 23
2024
Q3 		$1.86M Hold
64,193
– – 1.17% 23
2024
Q2 		$1.86M Buy
64,193
+8,023
+14% +$233K 1.17% 23
2024
Q1 		$1.68M Buy
56,170
+6,955
+14% +$194K 1.12% 28
2023
Q4 		$1.33M Buy
+49,215
New +$1.24M 0.97% 30

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Criterion Capital Advisors's DFLV Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q4 2024 at 64,193 shares worth $1.86M. The position accounts for 1.17% of the portfolio, ranked #23.

Criterion Capital Advisors first reported a position in DFLV in Q4 2023 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Criterion Capital Advisors held 64,193 shares of Dimensional US Large Cap Value ETF worth $1.86M as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q4 2024.
  • Dimensional US Large Cap Value ETF made up 1.17% of Criterion Capital Advisors's portfolio in Q4 2024, its #23 holding.
  • Criterion Capital Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.