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Perigon Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Perigon Wealth Management’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 		$8.32M Buy
210,479
+189,966
+926% +$7.27M 0.13% 151
2026
Q1 		$733K Sell
20,513
-165
-0.8% -$5.95K 0.01% 632
2025
Q4 		$707K Buy
20,678
+157
+0.8% +$5.23K 0.01% 656
2025
Q3 		$675K Sell
20,521
-754
-4% -$24.1K 0.01% 636
2025
Q2 		$660K Buy
21,275
+4,656
+28% +$138K 0.02% 597
2025
Q1 		$508K Buy
+16,619
New +$513K 0.01% 632

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

Perigon Wealth Management's DFLV Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 926% in Q2 2026, buying an estimated $7.27M and bringing the position to 210,479 shares worth $8.32M. The position accounts for 0.13% of the portfolio, ranked #151.

Perigon Wealth Management first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Perigon Wealth Management held 210,479 shares of Dimensional US Large Cap Value ETF worth $8.32M as of Q2 2026.
  • Perigon Wealth Management bought 189,966 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $7.27M.
  • Dimensional US Large Cap Value ETF made up 0.13% of Perigon Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.