PCA Investment Advisory Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

PCA Investment Advisory Services’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	$1.57M	Sell	39,650 -2,649	-6%	-$101K	0.44%	35
2026 Q1	$1.51M	Buy	42,299 +2,306	+6%	+$83.1K	0.5%	34
2025 Q4	$1.37M	Sell	39,993 -14,656	-27%	-$488K	0.48%	33
2025 Q3	$1.8M	Buy	54,649 +1,903	+4%	+$60.9K	0.67%	29
2025 Q2	$1.64M	Buy	52,746 +1,700	+3%	+$50.3K	0.69%	30
2025 Q1	$1.56M	Buy	51,046 +12,580	+33%	+$389K	0.83%	27
2024 Q4	$1.16M	Buy	38,466 +17,179	+81%	+$537K	0.53%	31
2024 Q3	$656K	Buy	21,287 +4,536	+27%	+$135K	0.31%	50
2024 Q2	$484K	Buy	16,751 +4,936	+42%	+$144K	0.25%	56
2024 Q1	$354K	Buy	+11,815	New	+$330K	0.2%	71

Other funds holding DFLV

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

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 $3.76B AUM 21.29% 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

MFWP

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PCA Investment Advisory Services's DFLV Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.3% in Q2 2026, selling an estimated $101K and leaving 39,650 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #35.

PCA Investment Advisory Services first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

PCA Investment Advisory Services held 39,650 shares of Dimensional US Large Cap Value ETF worth $1.57M as of Q2 2026.
PCA Investment Advisory Services sold 2,649 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $101K.
Dimensional US Large Cap Value ETF made up 0.44% of PCA Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
PCA Investment Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
PCA Investment Advisory Services's Dimensional US Large Cap Value ETF position peaked at $1.8M in Q3 2025.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.