DFLV β€” DIMENSIONAL ETF TRUST

Ownership history in CAPITAL ADVISORS INC/OK  Β·  2 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported DIMENSIONAL ETF TRUST (DFLV) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows DFLV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL ADVISORS INC/OK's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DFLV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL ADVISORS INC/OK held DFLV β€” position size vs. price
% of Fund (quarterly)    DFLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 7,844 β€” 0% 0.00% $258K 2025-10-21 $32.70
2025 Q2 INITIATED 7,844 β€” β€” 0.00% $243K 2025-07-22 $31.22

FAQ About CAPITAL ADVISORS INC/OK and DFLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL ADVISORS INC/OK reported owning DFLV?

CAPITAL ADVISORS INC/OK reported DFLV across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported DFLV position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for DFLV was 0.00% in 2025 Q2.

What is the latest reported DFLV position on this page?

The most recent filing on this page is 2025 Q3, when CAPITAL ADVISORS INC/OK reported 7,844 shares, equal to 0.00% of portfolio, with an estimated market value of $258K.

What does the chart on this DFLV ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK's quarterly DFLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CAPITAL ADVISORS INC/OK Holdings