Jim Simons
DFLV icon

Jim Simons’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Jim Simons’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 		$2.67M Buy
+74,900
New +$2.7M ﹤0.01% 1723
2025
Q4 		– Sell
-42,500
Closed -$1.4M – 3344
2025
Q3 		$1.4M Sell
42,500
-7,000
-14% -$224K ﹤0.01% 2308
2025
Q2 		$1.54M Buy
+49,500
New +$1.47M ﹤0.01% 2275

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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 $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Jim Simons's DFLV Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 74,900 shares worth $2.67M. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFLV as recently as Q3 2025.

Jim Simons first reported a position in DFLV in Q2 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Jim Simons held 74,900 shares of Dimensional US Large Cap Value ETF worth $2.67M as of Q1 2026.
  • Dimensional US Large Cap Value ETF was a new Jim Simons position in Q1 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1723 holding.
  • Jim Simons first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.