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

Avior 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
2025
Q4 		– Sell
-9,415
Closed -$310K – 751
2025
Q3 		$310K Sell
9,415
-20,352
-68% -$651K 0.01% 584
2025
Q2 		$923K Sell
29,767
-90,309
-75% -$2.67M 0.03% 307
2025
Q1 		$3.67M Sell
120,076
-12,332
-9% -$381K 0.14% 125
2024
Q4 		$3.98M Buy
132,408
+60,807
+85% +$1.9M 0.15% 111
2024
Q3 		$2.21M Buy
71,601
+59,472
+490% +$1.77M 0.09% 155
2024
Q2 		$351K Buy
+12,129
New +$353K 0.02% 527

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Avior Wealth Management's DFLV Position: Q4 2025 in Review

Avior Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 9,415 shares — an estimated $310K sold.

Avior Wealth Management first reported a position in DFLV in Q2 2024 and held it in 6 quarters. The position peaked at $3.98M in Q4 2024. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • Avior Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 9,415 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $310K.
  • Avior Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • Avior Wealth Management's Dimensional US Large Cap Value ETF position peaked at $3.98M in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.