DF
DFLV icon

DecisionPoint Financial’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

DecisionPoint Financial’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 		$96.9K Buy
2,713
+1,501
+124% +$54.1K 0.02% 68
2025
Q4 		$41.5K Buy
1,212
+5
+0.4% +$167 0.01% 101
2025
Q3 		$39.7K Hold
1,207
– – 0.01% 88
2025
Q2 		$38K Hold
1,207
– – 0.01% 94
2025
Q1 		$36.9K Buy
1,207
+792
+191% +$24.5K 0.01% 95
2024
Q4 		$12.5K Hold
415
– – ﹤0.01% 146
2024
Q3 		$12.8K Hold
415
– – ﹤0.01% 146
2024
Q2 		$12.6K Hold
415
– – ﹤0.01% 146
2024
Q1 		$12K Hold
415
– – ﹤0.01% 156
2023
Q4 		$11.2K Buy
+415
New +$10.4K ﹤0.01% 129

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

DecisionPoint Financial's DFLV Position: Q1 2026 in Review

DecisionPoint Financial increased its Dimensional US Large Cap Value ETF (DFLV) stake by 124% in Q1 2026, buying an estimated $54.1K and bringing the position to 2,713 shares worth $96.9K. The position accounts for 0.02% of the portfolio, ranked #68.

DecisionPoint Financial first reported a position in DFLV in Q4 2023 and has held it in 10 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • DecisionPoint Financial held 2,713 shares of Dimensional US Large Cap Value ETF worth $96.9K as of Q1 2026.
  • DecisionPoint Financial bought 1,501 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $54.1K.
  • Dimensional US Large Cap Value ETF made up 0.02% of DecisionPoint Financial's portfolio in Q1 2026, its #68 holding.
  • DecisionPoint Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.