VAG
DFLV icon

VisionPoint Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

VisionPoint Advisory Group’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 		$230K Hold
5,807
– – 0.04% 426
2026
Q1 		$207K Buy
+5,807
New +$209K 0.04% 426

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

VisionPoint Advisory Group's DFLV Position: Q2 2026 in Review

VisionPoint Advisory Group held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 5,807 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #426.

VisionPoint Advisory Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • VisionPoint Advisory Group held 5,807 shares of Dimensional US Large Cap Value ETF worth $230K as of Q2 2026.
  • VisionPoint Advisory Group left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #426 holding.
  • VisionPoint Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.