Family CFO Inc DFLV — Dimensional ETF US Large Cap

Ownership history in Family CFO Inc  ·  9 quarters on record

AI Ownership Summary

Family CFO Inc reported Dimensional ETF US Large Cap (DFLV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows DFLV at 0.11% 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 Family CFO Inc's position in Dimensional ETF US Large Cap, 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 Q4

DFLV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

DFLV stock page Family CFO Inc fund profile Family CFO Inc full holdings
How Family CFO Inc held DFLV — position size vs. price
% of Fund (quarterly)    DFLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 6,904 — 0% 0.11% $236K 2026-01-23 $35.48
2025 Q3 UNCHANGED — — — 6,904 — 0% 0.10% $227K 2025-10-28 $32.78
2025 Q2 UNCHANGED — — — 6,904 — 0% 0.11% $214K 2025-07-21 $30.83
2025 Q1 UNCHANGED — — — 6,904 — 0% 0.12% $211K 2025-04-24 $28.53
2024 Q4 REDUCED 18.4% +2.2% ❌ 6,904 -1,556 -18.4% 0.11% $207K 2025-01-30 $30.98
2024 Q3 UNCHANGED — — — 8,460 — 0% 0.15% $261K 2024-10-17 $30.71
2024 Q2 UNCHANGED — — — 8,460 — 0% 0.15% $245K 2024-07-24 $28.61
2024 Q1 ADDED — — — 8,460 +4,042 +91.5% 0.16% $254K 2024-04-17 $27.41
2023 Q4 INITIATED — — — 4,418 — — 0.08% $120K 2024-01-31 $26.26

🏢 Other funds also holding DFLV

As of 2026 Q1 — sorted by position size

Tumwater Wealth Management, LLC 12.85% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 10.95% Team Hewins, LLC 3Y 10.02% Tilson Financial Group, Inc. 3Y 8.37% GREAT OAK CAPITAL PARTNERS, LLC 7.82% Navigate Wealth Management, LLC 7.63% DiNuzzo Private Wealth, Inc. 6.94% Summit Financial Strategies, Inc. 3Y 7Y 6.78% Foundry Financial LLC 6.46% Compass Advisory Group LLC 3Y 5.3%

FAQ About Family CFO Inc and DFLV

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

How long has Family CFO Inc reported owning DFLV?

Family CFO Inc reported DFLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFLV position in Family CFO Inc's portfolio?

The largest reported portfolio weight for DFLV was 0.16% in 2024 Q1.

What is the latest reported DFLV position on this page?

The most recent filing on this page is 2025 Q4, when Family CFO Inc reported 6,904 shares, equal to 0.11% of portfolio, with an estimated market value of $236K.

What does the chart on this DFLV ownership page compare?

The chart compares Family CFO Inc'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.

How well did Family CFO Inc time their DFLV position?

Based on 13F filing dates vs. subsequent DFLV price moves, Family CFO Inc correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DFLV relative to SPY over the holding period was -3.9%.

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