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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return