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DiNuzzo Private Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

DiNuzzo Private Wealth’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 		$69.5M Sell
1,758,222
-46,188
-3% -$1.77M 6.88% 4
2026
Q1 		$64.4M Sell
1,804,410
-10,986
-0.6% -$396K 6.94% 4
2025
Q4 		$62.1M Sell
1,815,396
-31,095
-2% -$1.04M 6.76% 4
2025
Q3 		$60.3M Buy
1,846,491
+27,938
+2% +$894K 6.83% 4
2025
Q2 		$56.4M Buy
1,818,553
+30,340
+2% +$898K 6.7% 4
2025
Q1 		$54.7M Sell
1,788,213
-11,189
-0.6% -$346K 6.88% 4
2024
Q4 		$54M Sell
1,799,402
-29,703
-2% -$929K 6.84% 4
2024
Q3 		$56.4M Sell
1,829,105
-22,972
-1% -$684K 6.95% 4
2024
Q2 		$53.5M Sell
1,852,077
-19,288
-1% -$561K 7.23% 4
2024
Q1 		$56.1M Sell
1,871,365
-10,587
-0.6% -$295K 7.57% 4
2023
Q4 		$50.9M Buy
+1,881,952
New +$47.4M 7.23% 4

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

DiNuzzo Private Wealth's DFLV Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.6% in Q2 2026, selling an estimated $1.77M and leaving 1,758,222 shares worth $69.5M. The position accounts for 6.88% of the portfolio, ranked #4.

DiNuzzo Private Wealth first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • DiNuzzo Private Wealth held 1,758,222 shares of Dimensional US Large Cap Value ETF worth $69.5M as of Q2 2026.
  • DiNuzzo Private Wealth sold 46,188 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.77M.
  • Dimensional US Large Cap Value ETF made up 6.88% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #4 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.