FFO
DFLV icon

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

Fortitude Family Office’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 		$795K Sell
20,110
-2,402
-11% -$92K 0.15% 77
2026
Q1 		$804K Hold
22,512
– – 0.18% 76
2025
Q4 		$770K Hold
22,512
– – 0.18% 85
2025
Q3 		$741K Hold
22,512
– – 0.2% 79
2025
Q2 		$698K Buy
+22,512
New +$667K 0.23% 68

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 $77.5B AUM 28.19% 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

Fortitude Family Office's DFLV Position: Q2 2026 in Review

Fortitude Family Office reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 11% in Q2 2026, selling an estimated $92K and leaving 20,110 shares worth $795K. The position accounts for 0.15% of the portfolio, ranked #77.

Fortitude Family Office first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $804K in Q1 2026. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Fortitude Family Office held 20,110 shares of Dimensional US Large Cap Value ETF worth $795K as of Q2 2026.
  • Fortitude Family Office sold 2,402 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $92K.
  • Dimensional US Large Cap Value ETF made up 0.15% of Fortitude Family Office's portfolio in Q2 2026, its #77 holding.
  • Fortitude Family Office first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Dimensional US Large Cap Value ETF position peaked at $804K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.