AWM
DFLV icon

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

Axxcess 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
Q1 		– Sell
-18,310
Closed -$626K – 535
2025
Q4 		$626K Buy
+18,310
New +$610K 0.01% 631

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Axxcess Wealth Management's DFLV Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2026, closing a stake of 18,310 shares — an estimated $626K sold.

Axxcess Wealth Management first reported a position in DFLV in Q4 2025 and held it in 1 quarter. The position peaked at $626K in Q4 2025. 368 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 18,310 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $626K.
  • Axxcess Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Dimensional US Large Cap Value ETF position peaked at $626K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.