Destiny Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Destiny Wealth Partners’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	$44.9M	Buy	1,070,754 +82,197	+8%	+$3.37M	4.59%	3
2026 Q2	$40.2M	Sell	988,557 -26,378	-3%	-$1.01M	5.67%	2
2026 Q1	$36.2M	Sell	1,014,935 -20,699	-2%	-$746K	3.96%	3
2025 Q4	$37M	Buy	1,035,634 +62,120	+6%	+$2.07M	4.24%	3
2025 Q3	$32M	Buy	973,514 +26,339	+3%	+$843K	3.92%	3
2025 Q2	$29.4M	Buy	947,175 +4,330	+0.5%	+$128K	3.95%	3
2025 Q1	$28.8M	Buy	942,845 +20,927	+2%	+$646K	4.57%	3
2024 Q4	$27.7M	Buy	921,918 +72,317	+9%	+$2.26M	4.52%	2
2024 Q3	$26.2M	Buy	849,601 +2,538	+0.3%	+$75.6K	4.59%	3
2024 Q2	$24.5M	Buy	+847,063	New	+$24.6M	4.4%	3

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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Destiny Wealth Partners's DFLV Position: Q3 2026 in Review

Destiny Wealth Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 8.3% in Q3 2026, buying an estimated $3.37M and bringing the position to 1,070,754 shares worth $44.9M. The position accounts for 4.59% of the portfolio, ranked #3.

Destiny Wealth Partners first reported a position in DFLV in Q2 2024 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Destiny Wealth Partners held 1,070,754 shares of Dimensional US Large Cap Value ETF worth $44.9M as of Q3 2026.
Destiny Wealth Partners bought 82,197 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $3.37M.
Dimensional US Large Cap Value ETF made up 4.59% of Destiny Wealth Partners's portfolio in Q3 2026, its #3 holding.
Destiny Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
287 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.