Naples Global Advisors
DFLV icon

Naples Global Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Naples Global 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
Q3 		$674K Hold
16,788
– – 0.04% 292
2026
Q2 		$664K Hold
16,788
– – 0.04% 299
2026
Q1 		$600K Hold
16,788
– – 0.04% 297
2025
Q4 		$574K Hold
16,788
– – 0.04% 300
2025
Q3 		$552K Hold
16,788
– – 0.04% 303
2025
Q2 		$521K Hold
16,788
– – 0.04% 298
2025
Q1 		$513K Hold
16,788
– – 0.05% 292
2024
Q4 		$504K Buy
+16,788
New +$525K 0.05% 288

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Naples Global Advisors's DFLV Position: Q3 2026 in Review

Naples Global Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 16,788 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #292.

Naples Global Advisors first reported a position in DFLV in Q4 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Naples Global Advisors held 16,788 shares of Dimensional US Large Cap Value ETF worth $674K as of Q3 2026.
  • Naples Global Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional US Large Cap Value ETF made up 0.04% of Naples Global Advisors's portfolio in Q3 2026, its #292 holding.
  • Naples Global Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.