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Sanibel Captiva Trust Company’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sanibel Captiva Trust Company’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 		$270K Sell
6,827
-5,490
-45% -$210K 0.01% 412
2026
Q1 		$440K Buy
+12,317
New +$444K 0.01% 325

Other funds holding DFLV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Sanibel Captiva Trust Company's DFLV Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 45% in Q2 2026, selling an estimated $210K and leaving 6,827 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #412.

Sanibel Captiva Trust Company first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $440K in Q1 2026. 153 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Sanibel Captiva Trust Company held 6,827 shares of Dimensional US Large Cap Value ETF worth $270K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 5,490 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $210K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #412 holding.
  • Sanibel Captiva Trust Company first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Sanibel Captiva Trust Company's Dimensional US Large Cap Value ETF position peaked at $440K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.