SCA
DFLV icon

STALEY CAPITAL ADVISERS’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

STALEY CAPITAL ADVISERS’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 		$3.12M Buy
78,904
+9,910
+14% +$380K 0.12% 68
2026
Q1 		$2.46M Buy
68,994
+15,565
+29% +$561K 0.1% 71
2025
Q4 		$1.83M Buy
53,429
+21,024
+65% +$700K 0.08% 87
2025
Q3 		$1.07M Buy
32,405
+5,525
+21% +$177K 0.04% 110
2025
Q2 		$834K Buy
26,880
+4,680
+21% +$139K 0.04% 121
2025
Q1 		$679K Buy
22,200
+2,200
+11% +$68K 0.03% 130
2024
Q4 		$601K Buy
+20,000
New +$626K 0.03% 131

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

STALEY CAPITAL ADVISERS's DFLV Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS increased its Dimensional US Large Cap Value ETF (DFLV) stake by 14% in Q2 2026, buying an estimated $380K and bringing the position to 78,904 shares worth $3.12M. The position accounts for 0.12% of the portfolio, ranked #68.

STALEY CAPITAL ADVISERS first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 78,904 shares of Dimensional US Large Cap Value ETF worth $3.12M as of Q2 2026.
  • STALEY CAPITAL ADVISERS bought 9,910 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $380K.
  • Dimensional US Large Cap Value ETF made up 0.12% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #68 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.