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 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 $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

Destiny Wealth Partners's DFLV Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.6% in Q2 2026, selling an estimated $1.01M and leaving 988,557 shares worth $40.2M. The position accounts for 5.67% of the portfolio, ranked #2.

Destiny Wealth Partners 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.

Destiny Wealth Partners held 988,557 shares of Dimensional US Large Cap Value ETF worth $40.2M as of Q2 2026.
Destiny Wealth Partners sold 26,378 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.01M.
Dimensional US Large Cap Value ETF made up 5.67% of Destiny Wealth Partners's portfolio in Q2 2026, its #2 holding.
Destiny Wealth Partners 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 Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.