TI
DFLV icon

Truepoint Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Truepoint Inc’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 		$128M Buy
3,585,713
+175,345
+5% +$6.32M 2.86% 11
2025
Q4 		$117M Buy
3,410,368
+261,009
+8% +$8.69M 2.63% 11
2025
Q3 		$104M Buy
3,149,359
+328,469
+12% +$10.5M 2.41% 12
2025
Q2 		$87.5M Buy
2,820,890
+77,984
+3% +$2.31M 2.18% 13
2025
Q1 		$83.9M Buy
2,742,906
+502,401
+22% +$15.5M 2.27% 12
2024
Q4 		$67.3M Buy
2,240,505
+182,394
+9% +$5.71M 1.8% 15
2024
Q3 		$63.4M Buy
2,058,111
+146,600
+8% +$4.37M 1.7% 16
2024
Q2 		$55.3M Buy
1,911,511
+115,474
+6% +$3.36M 1.58% 16
2024
Q1 		$53.9M Buy
1,796,037
+367,554
+26% +$10.3M 1.53% 16
2023
Q4 		$38.6M Buy
1,428,483
+242,940
+20% +$6.11M 1.13% 18
2023
Q3 		$29.4M Buy
1,185,543
+222,800
+23% +$5.71M 0.95% 19
2023
Q2 		$24.5M Buy
962,743
+205,967
+27% +$5.06M 0.81% 18
2023
Q1 		$18.6M Buy
+756,776
New +$19M 0.64% 22

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
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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Truepoint Inc's DFLV Position: Q1 2026 in Review

Truepoint Inc increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.1% in Q1 2026, buying an estimated $6.32M and bringing the position to 3,585,713 shares worth $128M. The position accounts for 2.86% of the portfolio, ranked #11.

Truepoint Inc first reported a position in DFLV in Q1 2023 and has held it in 13 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Truepoint Inc held 3,585,713 shares of Dimensional US Large Cap Value ETF worth $128M as of Q1 2026.
  • Truepoint Inc bought 175,345 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $6.32M.
  • Dimensional US Large Cap Value ETF made up 2.86% of Truepoint Inc's portfolio in Q1 2026, its #11 holding.
  • Truepoint Inc first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.