Fidelity Investments
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Fidelity Investments’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Fidelity Investments’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 		$105K Buy
2,933
+1,266
+76% +$45.6K ﹤0.01% 3774
2025
Q4 		$57K Hold
1,667
– – ﹤0.01% 4039
2025
Q3 		$54.8K Buy
1,667
+95
+6% +$3.04K ﹤0.01% 3927
2025
Q2 		$48.8K Sell
1,572
-248
-14% -$7.34K ﹤0.01% 3922
2025
Q1 		$55.6K Sell
1,820
-95
-5% -$2.94K ﹤0.01% 3821
2024
Q4 		$57.5K Sell
1,915
-68
-3% -$2.13K ﹤0.01% 3782
2024
Q3 		$61.1K Sell
1,983
-15
-0.8% -$447 ﹤0.01% 3697
2024
Q2 		$57.8K Sell
1,998
-786
-28% -$22.9K ﹤0.01% 3540
2024
Q1 		$83.5K Buy
2,784
+304
+12% +$8.48K ﹤0.01% 3358
2023
Q4 		$67.1K Buy
+2,480
New +$62.4K ﹤0.01% 3390

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 $2.16B AUM 18.08% 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

Fidelity Investments's DFLV Position: Q1 2026 in Review

Fidelity Investments increased its Dimensional US Large Cap Value ETF (DFLV) stake by 76% in Q1 2026, buying an estimated $45.6K and bringing the position to 2,933 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

Fidelity Investments 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.

  • Fidelity Investments held 2,933 shares of Dimensional US Large Cap Value ETF worth $105K as of Q1 2026.
  • Fidelity Investments bought 1,266 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $45.6K.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3774 holding.
  • Fidelity Investments 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 Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.