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DFLV icon

Curio Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Curio Wealth’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 		$1.28M Sell
32,452
-321
-1% -$12.3K 0.4% 28
2026
Q1 		$1.17M Buy
32,773
+12,395
+61% +$447K 0.4% 28
2025
Q4 		$705K Buy
20,378
+204
+1% +$6.8K 0.25% 43
2025
Q3 		$664K Sell
20,174
-45
-0.2% -$1.44K 0.27% 43
2025
Q2 		$627K Buy
20,219
+20,177
+48,040% +$597K 0.27% 46
2025
Q1 		$540K Sell
42
-17,930
-100% -$554K 0.28% 47
2024
Q4 		$540K Buy
+17,972
New +$562K 0.29% 45

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

Curio Wealth's DFLV Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.98% in Q2 2026, selling an estimated $12.3K and leaving 32,452 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #28.

Curio Wealth first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Curio Wealth held 32,452 shares of Dimensional US Large Cap Value ETF worth $1.28M as of Q2 2026.
  • Curio Wealth sold 321 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $12.3K.
  • Dimensional US Large Cap Value ETF made up 0.4% of Curio Wealth's portfolio in Q2 2026, its #28 holding.
  • Curio Wealth first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.