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My Personal CFO LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-14,926
Closed -$491K – 114
2025
Q3 		$491K Buy
+14,926
New +$477K 0.19% 61
2024
Q3 		– Sell
-14,235
Closed -$412K – 95
2024
Q2 		$412K Hold
14,235
– – 0.22% 70
2024
Q1 		$427K Sell
14,235
-1,131
-7% -$31.5K 0.25% 69
2023
Q4 		$416K Buy
15,366
+4,162
+37% +$105K 0.27% 64
2023
Q3 		$278K Buy
11,204
+2,820
+34% +$72.3K 0.22% 67
2023
Q2 		$213K Buy
+8,384
New +$206K 0.17% 81

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

My Personal CFO LLC's DFLV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 14,926 shares — an estimated $491K sold.

My Personal CFO LLC first reported a position in DFLV in Q2 2023 and held it in 6 quarters. The position peaked at $491K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 14,926 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $491K.
  • My Personal CFO LLC first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and held it in 6 quarters.
  • My Personal CFO LLC's Dimensional US Large Cap Value ETF position peaked at $491K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.