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TruNorth Capital Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

TruNorth Capital 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
Q2 		$1.25M Buy
+31,577
New +$1.21M 0.2% 42
2025
Q4 		– Sell
-359
Closed -$11.8K – 190
2025
Q3 		$11.8K Hold
359
– – ﹤0.01% 327
2025
Q2 		$11.1K Hold
359
– – ﹤0.01% 280
2025
Q1 		$11K Hold
359
– – ﹤0.01% 353
2024
Q4 		$10.8K Hold
359
– – ﹤0.01% 278
2024
Q3 		$11.1K Buy
+359
New +$10.7K ﹤0.01% 276

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
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
TH
Team Hewins Redwood City, California $366M AUM 29.87% 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

TruNorth Capital Management's DFLV Position: Q2 2026 in Review

TruNorth Capital Management opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 31,577 shares worth $1.25M. The stake represents 0.2% of the portfolio and ranks #42 among its holdings. This is a return to the name: TruNorth Capital Management previously reported a position in DFLV as recently as Q3 2025.

TruNorth Capital Management first reported a position in DFLV in Q3 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • TruNorth Capital Management held 31,577 shares of Dimensional US Large Cap Value ETF worth $1.25M as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new TruNorth Capital Management position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.2% of TruNorth Capital Management's portfolio in Q2 2026, its #42 holding.
  • TruNorth Capital Management first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.