Avidian Wealth Enterprises’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Avidian Wealth Enterprises’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	$4.39M	Buy	111,006 +906	+0.8%	+$34.7K	0.12%	120
2026 Q1	$3.93M	Buy	110,100 +53,677	+95%	+$1.93M	0.12%	119
2025 Q4	$1.93M	Hold	56,423	–	–	0.07%	148
2025 Q3	$1.86M	Hold	56,423	–	–	0.07%	150
2025 Q2	$1.75M	Hold	56,423	–	–	0.07%	144
2025 Q1	$1.72M	Hold	56,423	–	–	0.08%	135
2024 Q4	$1.69M	Hold	56,423	–	–	0.08%	136
2024 Q3	$1.74M	Hold	56,423	–	–	0.08%	135
2024 Q2	$1.63M	Buy	+56,423	New	+$1.64M	0.07%	137

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Avidian Wealth Enterprises's DFLV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.82% in Q2 2026, buying an estimated $34.7K and bringing the position to 111,006 shares worth $4.39M. The position accounts for 0.12% of the portfolio, ranked #120.

Avidian Wealth Enterprises first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Avidian Wealth Enterprises held 111,006 shares of Dimensional US Large Cap Value ETF worth $4.39M as of Q2 2026.
Avidian Wealth Enterprises bought 906 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $34.7K.
Dimensional US Large Cap Value ETF made up 0.12% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #120 holding.
Avidian Wealth Enterprises first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.