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DFLV icon

Keel Point’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Keel Point’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 		– Sell
-12,382
Closed -$442K – 524
2026
Q1 		$442K Buy
+12,382
New +$446K 0.03% 284

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 $72.2B AUM 27.85% 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

Keel Point's DFLV Position: Q2 2026 in Review

Keel Point sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 12,382 shares — an estimated $442K sold.

Keel Point first reported a position in DFLV in Q1 2026 and held it in 1 quarter. The position peaked at $442K in Q1 2026. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Keel Point reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Keel Point sold 12,382 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $442K.
  • Keel Point first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Keel Point's Dimensional US Large Cap Value ETF position peaked at $442K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.