VPF
DFLV icon

Vantage Point Financial’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Vantage Point Financial’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 		$3.3M Sell
83,349
-2,276
-3% -$87.2K 1% 25
2026
Q1 		$3.06M Sell
85,625
-3,848
-4% -$139K 1.07% 21
2025
Q4 		$3.06M Sell
89,473
-2,639
-3% -$87.9K 1.09% 23
2025
Q3 		$3.03M Sell
92,112
-8,138
-8% -$260K 1.17% 20
2025
Q2 		$3.11M Buy
100,250
+847
+0.9% +$25.1K 1.36% 19
2025
Q1 		$3.04M Buy
99,403
+7,749
+8% +$239K 1.53% 18
2024
Q4 		$2.75M Buy
+91,654
New +$2.87M 1.48% 19

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

Vantage Point Financial's DFLV Position: Q2 2026 in Review

Vantage Point Financial reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q2 2026, selling an estimated $87.2K and leaving 83,349 shares worth $3.3M. The position accounts for 1% of the portfolio, ranked #25.

Vantage Point Financial first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Vantage Point Financial held 83,349 shares of Dimensional US Large Cap Value ETF worth $3.3M as of Q2 2026.
  • Vantage Point Financial sold 2,276 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $87.2K.
  • Dimensional US Large Cap Value ETF made up 1% of Vantage Point Financial's portfolio in Q2 2026, its #25 holding.
  • Vantage Point Financial first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.