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 Q3	$9.06M	Buy	225,485 +15,006	+7%	+$616K	0.14%	135
2026 Q2	$8.32M	Buy	210,479 +189,966	+926%	+$7.27M	0.13%	151
2026 Q1	$733K	Sell	20,513 -165	-0.8%	-$5.94K	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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Perigon Wealth Management's DFLV Position: Q3 2026 in Review

Perigon Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 7.1% in Q3 2026, buying an estimated $616K and bringing the position to 225,485 shares worth $9.06M. The position accounts for 0.14% of the portfolio, ranked #135.

Perigon Wealth Management first reported a position in DFLV in Q1 2025 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Perigon Wealth Management held 225,485 shares of Dimensional US Large Cap Value ETF worth $9.06M as of Q3 2026.
Perigon Wealth Management bought 15,006 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $616K.
Dimensional US Large Cap Value ETF made up 0.14% of Perigon Wealth Management's portfolio in Q3 2026, its #135 holding.
Perigon Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.