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 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 $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return