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DFLV icon

Family CFO’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Family CFO’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 		– Sell
-6,904
Closed -$236K – 57
2025
Q4 		$236K Hold
6,904
– – 0.11% 35
2025
Q3 		$227K Hold
6,904
– – 0.1% 32
2025
Q2 		$214K Hold
6,904
– – 0.11% 32
2025
Q1 		$211K Hold
6,904
– – 0.12% 30
2024
Q4 		$207K Sell
6,904
-1,556
-18% -$48.7K 0.11% 29
2024
Q3 		$261K Hold
8,460
– – 0.15% 27
2024
Q2 		$245K Hold
8,460
– – 0.15% 26
2024
Q1 		$254K Buy
8,460
+4,042
+91% +$113K 0.16% 26
2023
Q4 		$120K Buy
+4,418
New +$111K 0.08% 36

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 $4.79B AUM 16.42% 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

Family CFO's DFLV Position: Q1 2026 in Review

Family CFO sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 6,904 shares — an estimated $236K sold.

Family CFO first reported a position in DFLV in Q4 2023 and held it in 9 quarters. The position peaked at $261K in Q3 2024. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Family CFO reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Family CFO sold 6,904 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $236K.
  • Family CFO first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and held it in 9 quarters.
  • Family CFO's Dimensional US Large Cap Value ETF position peaked at $261K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.