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 Q3	$754K	Sell	18,776 -1,334	-7%	-$54.8K	0.13%	80
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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Fortitude Family Office's DFLV Position: Q3 2026 in Review

Fortitude Family Office reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.6% in Q3 2026, selling an estimated $54.8K and leaving 18,776 shares worth $754K. The position accounts for 0.13% of the portfolio, ranked #80.

Fortitude Family Office first reported a position in DFLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $804K in Q1 2026. 68 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Fortitude Family Office held 18,776 shares of Dimensional US Large Cap Value ETF worth $754K as of Q3 2026.
Fortitude Family Office sold 1,334 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $54.8K.
Dimensional US Large Cap Value ETF made up 0.13% of Fortitude Family Office's portfolio in Q3 2026, its #80 holding.
Fortitude Family Office first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Dimensional US Large Cap Value ETF position peaked at $804K in Q1 2026.
68 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.