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DFLV icon

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
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 $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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Perigon Wealth Management's DFLV Position: Q1 2026 in Review

Perigon Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.8% in Q1 2026, selling an estimated $5.95K and leaving 20,513 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #632.

Perigon Wealth Management first reported a position in DFLV in Q1 2025 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Perigon Wealth Management held 20,513 shares of Dimensional US Large Cap Value ETF worth $733K as of Q1 2026.
  • Perigon Wealth Management sold 165 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $5.95K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #632 holding.
  • Perigon Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.