Fort Vancouver Investment Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Fort Vancouver Investment Management’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	$30.7M	Sell	775,331 -6,504	-0.8%	-$249K	14.32%	1
2026 Q1	$27.9M	Buy	781,835 +39,203	+5%	+$1.41M	14.18%	1
2025 Q4	$25.4M	Buy	742,632 +31,697	+4%	+$1.06M	13.58%	1
2025 Q3	$23.4M	Buy	710,935 +504,371	+244%	+$16.1M	12.99%	1
2025 Q2	$6.41M	Buy	206,564 +43,319	+27%	+$1.28M	4.38%	13
2025 Q1	$4.99M	Buy	163,245 +83,190	+104%	+$2.57M	3.83%	13
2024 Q4	$2.4M	Buy	80,055 +51,319	+179%	+$1.61M	2.04%	14
2024 Q3	$885K	Buy	28,736 +27,182	+1,749%	+$810K	0.76%	15
2024 Q2	$44.9K	Buy	+1,554	New	+$45.2K	0.04%	32

Other funds holding DFLV

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fort Vancouver Investment Management's DFLV Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.83% in Q2 2026, selling an estimated $249K and leaving 775,331 shares worth $30.7M. The position accounts for 14.32% of the portfolio, ranked #1.

Fort Vancouver Investment Management first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Fort Vancouver Investment Management held 775,331 shares of Dimensional US Large Cap Value ETF worth $30.7M as of Q2 2026.
Fort Vancouver Investment Management sold 6,504 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $249K.
Dimensional US Large Cap Value ETF made up 14.32% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #1 holding.
Fort Vancouver Investment Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.