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 Q2	$1.4M	Sell	35,400 -39,500	-53%	-$1.51M	﹤0.01%	2159
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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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 $3.68B AUM 13.84% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $26.2B AUM

Jim Simons's DFLV Position: Q2 2026 in Review

Jim Simons reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 53% in Q2 2026, selling an estimated $1.51M and leaving 35,400 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Jim Simons first reported a position in DFLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.67M in Q1 2026. 399 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Jim Simons held 35,400 shares of Dimensional US Large Cap Value ETF worth $1.4M as of Q2 2026.
Jim Simons sold 39,500 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.51M.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2159 holding.
Jim Simons first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
Jim Simons's Dimensional US Large Cap Value ETF position peaked at $2.67M in Q1 2026.
399 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.