Austin Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Austin Wealth Management’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	$328K	Sell	8,033 -1,781	-18%	-$73.1K	0.07%	98
2026 Q2	$392K	Buy	9,814 +230	+2%	+$8.81K	0.08%	89
2026 Q1	$345K	Sell	9,584 -4,905	-34%	-$177K	0.08%	90
2025 Q4	$511K	Sell	14,489 -8,772	-38%	-$292K	0.08%	95
2025 Q3	$763K	Sell	23,261 -948	-4%	-$30.3K	0.12%	83
2025 Q2	$758K	Buy	+24,209	New	+$717K	0.13%	72

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Austin Wealth Management's DFLV Position: Q3 2026 in Review

Austin Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 18% in Q3 2026, selling an estimated $73.1K and leaving 8,033 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #98.

Austin Wealth Management first reported a position in DFLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $763K in Q3 2025. 325 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Austin Wealth Management held 8,033 shares of Dimensional US Large Cap Value ETF worth $328K as of Q3 2026.
Austin Wealth Management sold 1,781 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $73.1K.
Dimensional US Large Cap Value ETF made up 0.07% of Austin Wealth Management's portfolio in Q3 2026, its #98 holding.
Austin Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Austin Wealth Management's Dimensional US Large Cap Value ETF position peaked at $763K in Q3 2025.
325 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.