VisionPoint Advisory Group
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
Q3 		$233K Hold
5,807
– – 0.04% 403
2026
Q2 		$230K Hold
5,807
– – 0.04% 426
2026
Q1 		$207K Buy
+5,807
New +$209K 0.04% 426

Other funds holding DFLV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's DFLV Position: Q3 2026 in Review

VisionPoint Advisory Group held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 5,807 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #403.

VisionPoint Advisory Group first reported a position in DFLV in Q1 2026 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • VisionPoint Advisory Group held 5,807 shares of Dimensional US Large Cap Value ETF worth $233K as of Q3 2026.
  • VisionPoint Advisory Group left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional US Large Cap Value ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #403 holding.
  • VisionPoint Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.