Gradient Capital Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Gradient Capital Advisors’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	$5.29M	Buy	133,859 +5,203	+4%	+$199K	1.23%	26
2026 Q1	$4.59M	Buy	128,656 +5,542	+5%	+$200K	1.19%	26
2025 Q4	$4.21M	Buy	123,114 +11,601	+10%	+$386K	1.09%	32
2025 Q3	$3.67M	Buy	111,513 +10,721	+11%	+$343K	0.98%	35
2025 Q2	$3.13M	Buy	100,792 +6,006	+6%	+$178K	0.92%	35
2025 Q1	$2.9M	Buy	94,786 +15,625	+20%	+$483K	0.95%	34
2024 Q4	$2.38M	Buy	79,161 +13,542	+21%	+$424K	0.77%	36
2024 Q3	$2.02M	Buy	65,619 +20,979	+47%	+$625K	0.67%	36
2024 Q2	$1.29M	Buy	44,640 +3,116	+8%	+$90.6K	0.46%	49
2024 Q1	$1.25M	Buy	41,524 +5,495	+15%	+$153K	0.46%	49
2023 Q4	$975K	Buy	36,029 +18,662	+107%	+$470K	0.37%	61
2023 Q3	$431K	Buy	17,367 +5,766	+50%	+$148K	0.18%	90
2023 Q2	$295K	Buy	+11,601	New	+$285K	0.12%	116

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Gradient Capital Advisors's DFLV Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4% in Q2 2026, buying an estimated $199K and bringing the position to 133,859 shares worth $5.29M. The position accounts for 1.23% of the portfolio, ranked #26.

Gradient Capital Advisors first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Gradient Capital Advisors held 133,859 shares of Dimensional US Large Cap Value ETF worth $5.29M as of Q2 2026.
Gradient Capital Advisors bought 5,203 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $199K.
Dimensional US Large Cap Value ETF made up 1.23% of Gradient Capital Advisors's portfolio in Q2 2026, its #26 holding.
Gradient Capital Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.